Client:
A promotional product, custom merchandise, branding, and design agency
Issues:
- For several years, this executive had been wearing all the hats: overseeing accounts receivable, accounts payable, everything finance-related.
- Wanted to refocus time and energy toward client strategy and production.
- Switched enterprise resource planning (ERP) software systems to an advertising specialty industry-specific solution and sought to align the new ESP software system with QuickBooks online without knowing what an undertaking it would be.
“It got to be way more than I could handle on my own.”
–Brett N.
How we helped:
- Deployed an AVL team and custom-developed a solution to address the client’s needs and budget constraints
- Now accurately tracking multiple revenue streams across integrated software systems and regularly providing financials from which the founder can confidently work.
- Built a financial plan that would allow him to focus on the work he loves.
“I was still doing a lot of the day-to-day accounting by my choice, and when this opportunity for a trip to Africa arose, I knew I needed extra help with nuts and bolts. They were very flexible and added the support I needed.”
Results:
- The company ran on all cylinders while he took an extended trip to Africa for climbing Kilimanjaro, safari, and gorilla trekking.
- AVL continued backup support with good cross coverage in place to safeguard the company day-to-day.
- Saved the company money while outfitting them with C-suite-level business finance guidance.
“We pay AVL less than it would cost me to have a single full-time employee to do all they are doing for us.We are in that in-between phase of growth where AVL really fills the gap. The peace of mind is immeasurable.”
Reclaim your peace of mind.
