Catch the money that leaks between quoting the work, completing the job, invoicing the customer, and collecting the cash. We’ll show you where profit is being lost and what to fix next.
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We keep your financial information organized, current, and useful, and stay familiar with the systems and day-to-day activity behind the numbers.
Learn more →We help you understand what’s changing, where profit or cash is getting squeezed, and what you can do about it, so you don’t have to figure it out alone.
Learn more →Before you borrow, hire another crew, buy equipment, change pricing, or expand, we run your numbers to understand what the business can responsibly support.
Learn more →Within your first 90 days, we’ll identify and quantify opportunities to improve profit, reduce unnecessary costs, protect cash, or make a better financial decision. If we can’t show enough measurable value to justify our fee, we’ll refund your first month.
Joaquin has been a solid partner for my business. He saved me thousands in unnecessary fees by connecting me with AI and software that could do the work I used to pay other agencies for. That alone has covered the investment with him.
Luis, Foam Bath Auto Detailing in Stockton, CA
Joaquin is really reliable and easy to work with, breaking down the financial opportunities for us. This month he helped me recover $5,000+ in unbilled invoices that I hadn’t even noticed. He has helped us adjust our payment terms and negotiate with our vendors to help with some of the cashflow issues we were having. I couldn’t recommend Joaquin enough.
Gerardo, Perez Cleaning Service in Redwood City, CA
We’re built for owner-led field service businesses that have grown beyond managing the numbers by instinct.
The business is getting harder to manage from memory and your bank balance.
You have a real team and operation to manage profitably.
You’re making decisions that are too expensive to guess on.
EmphasisBooks nobody trusted
$599Engagement monthly
The books were four months behind and split across a personal card, so nothing tied out. We brought QuickBooks current, separated the accounts, and now the owner opens one report a month that says what came in, what it cost, and what is left.
EmphasisGrowth without profit
$1,500Engagement monthly
Revenue was up a third on the year and the bank balance was not. We connected Jobber to the accounting so maintenance routes and one-off installs could be read apart, and found the install work was carrying the crew time. Pricing moved, and so did the margin.
EmphasisLabor and cash timing
$2,250Engagement monthly
Five trucks, payroll every two weeks, and receivables that arrived whenever they arrived. We put job costing behind the service board, tracked labor against billed hours, and built a cash calendar the owner checks before committing to a hire or a truck.
We learn how you make money, what you’re trying to improve, and how work moves through the business. We get into the books and the systems behind them, make sure the numbers are reliable, and identify the biggest opportunities to focus on.
We focus on the issues that matter most, make the necessary improvements, and start working the changes through the business. By the end of 90 days, you should be able to see where Avanza is creating measurable value.
From there, we keep the financial system running, watch performance, track your goals, and help with decisions as they come up. The level of support can grow or shrink as the business changes.
Joaquin grew up around family-run trade businesses, studied finance at UC Berkeley, and spent much of his career working with early-stage companies on finance, fundraising, and growth. He started Avanza to bring that same hands-on approach to the service businesses he grew up around.
Meet Avanza →No. We keep your financials organized and work with your CPA or tax strategist so they have reliable information to work from.
Yes. If the books are reliable enough to manage from, we can work with your existing bookkeeper rather than replacing them.
No. If your financial setup needs work, we’ll figure out what needs to be fixed or set up before ongoing management begins.
More at the beginning while we learn the business and get access to the information we need. After that, we handle the ongoing work and only pull you in when we need clarification, context, or a decision. The better your systems and information are, the less time we typically need from you each month.
Tell us a little about the business, what has changed, and what you want to do next. We’ll figure out what you need and whether we’re the right fit.