# Avalon Accounting Avalon Accounting Reviews (7), Pricing, Services & Verified Ratings - 5.0 out of 5 average review rating - 0 connections joined Avalon Accounting's Network [Visit Website](https://www.avalonaccounting.ca/) [Get a Custom Proposal](https://clutch.co/profile/avalon-accounting) **Online Accounting for Small Businesses in Canada** Avalon is your online accounting department.  We provide online bookkeeping services, accounting services and expert financial advice for **small businesses across Canada**. Avalon operates remotely. No more trips to the accountant's office with boxes of receipts. Everything is digital, online and accessible from anywhere. We use cloud-based accounting technology to make your life easier. Our accounting services are designed to look after small-business financials so owners can focus on what they do best! **Small Business Accounting Services** - Bookkeeping - Corporate Tax and Year-ends - Payroll - Personal Tax - Accounting System Setup and Support - Online Learning **Our Clients** We work with clients across Canada and in many different industries. Our service packages typically suit clients ranging from start-up companies up to $5 million in annual revenue. You can check out the packages page on our sebsite to see what services might work best for you. [https://www.avalonaccounting.ca/packages](https://www.avalonaccounting.ca/packages) **Resources** We know that our services aren't a perfect fit for all businesses but we still want to help business owners thrive. So, we've built a massive resource section with blog articles, YouTube videos, guides and templates to help business owners in Canada. [https://www.avalonaccounting.ca/blog](https://www.avalonaccounting.ca/blog) ## Company Information - Minimum project size: $1,000+ - Hourly rate: $150 - $199 - Number of employees: 10 - 49 - 1 Locations: - Victoria, Canada (Headquarters) - Founded in 2015 ## Services, Focus Areas, Industries, and Clients ### Service Lines - 50% Accounting - 40% Finance & Accounting Outsourcing (FAO) - 10% Business Consulting ### Focus Areas - Business Consulting Focus: - 100% Strategy Development Consulting - Accounting Software Specialist: - 100% Xero Accounting & Implementation - Tax Focus: - 75% Corporate Tax Services - 15% Tax Preparation - 10% Tax Consulting - General Accounting Focus: - 50% Financial Accounting - 40% Bookkeeping - 10% Payroll Processing ### Industries - 20% Retail - 20% Advertising & marketing - 10% Business services - 25% eCommerce - 25% Information technology ### Clients - 100% Small Business (<$10M) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.9 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: Avalon Accounting offers flexible monthly pricing based on services used, with initial fees around $1,500 and monthly retainers from $400. Clients appreciate transparent billing and value for cost, highlighting support in financial planning and timely communication. **Most Common Project Size**: Less than $10,000 based on 6 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Accounting: Less than $10,000 based on 6 reviews ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### Avalon Accounting Review Insights Overall Review Rating: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.9 - Willing to Refer: 5.0 ### Top Mentions - Communicative (3 mentions) - Helpful (3 mentions) - Well-organized projects (3 mentions) - Timely (2 mentions) - Understands their clients' needs (2 mentions) - Collaborative (1 mentions) - Easy to work with (1 mentions) - Great project management (1 mentions) - Great team (1 mentions) - High-quality work (1 mentions) - Personable (1 mentions) - Professional (1 mentions) - Puts the customer first (1 mentions) - Unique expertise (1 mentions) ### Review Highlights **Clear and Fair Billing Structure** Clients found Avalon’s billing structure to be clear and fair, with costs based on services used and no hidden surprises. Monthly fees are considered reasonable for the services provided. **Collaborative and Educational Approach** Clients value Avalon’s collaborative approach and willingness to educate them on accounting practices, making them more confident in managing their finances. **Proactive and Knowledgeable Team** The team is described as proactive and knowledgeable, catching errors that saved clients money and providing valuable insights that improved their accounting processes. **Responsive and Supportive Team** Multiple clients highlighted the team's responsiveness and supportive nature. Questions are answered promptly, and clients feel genuinely cared for and not afraid to ask questions. **Comprehensive Accounting Services** Avalon offers a wide range of services, including monthly bookkeeping, year-end reporting, payroll, and tax filing. Clients appreciate the convenience of having all their accounting needs met by one firm. **Personalized and Friendly Service** Clients appreciate the friendly, down-to-earth approach of Avalon’s team. They feel that the team genuinely understands their business and provides personalized service. **Strong Expertise in Financial Planning** Clients appreciated Avalon's comprehensive support, from incorporation to payroll setup and financial planning. Their expertise helped clients make informed decisions and plan effectively for the future. **Areas for Improvement** Some clients suggested minor improvements, such as providing monthly cash flow statements and shortening summary emails to make them more action-based. **Excellent Client Communication** Avalon Accounting is praised for their clear and timely communication. They use tools like Loom videos and email to keep clients informed, making the process smooth and transparent. ### Avalon Accounting Reviews #### Accounting Services for Elderly Healthcare Company (Featured Review) **The Project** - Services: Accounting - Project size: Less than $10,000 - Project length: Jan. - Dec. 2022 **Project Summary**: Avalon Accounting has provided accounting services for an elderly healthcare company. They have managed the client's yearly tax reports and monthly financial statements. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** CEO, Just Like family - Home Care Vancouver Island - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Dec 1, 2022 **Feedback Summary**: Avalon Accounting has delivered high-quality work for a good price and in a timely manner. Their supportive attitude and quick response time have been hallmarks of their work. ""The best experience ever."" **BACKGROUND** Please describe your company and your position there. I am the President & CEO of Just Like Family Home Care - Vancouver Island. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Avalon Accounting, and what were your goals? Tax support Year end financials Monthly Financial Statements Tax and Accounting advice/support **SOLUTION** How did you select this firm and what were the deciding factors? Customer/client services, responsiveness & locally owned and operated. Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. Tax support Year end financials Monthly Financial Statements Tax and Accounting advice/support Describe their billing or cost structure. Monthly invoices - reasonably priced for the work they perform How many resources from the firm's team worked with you, and what were their positions? 3 **RESULTS & FEEDBACK** Can you share any measurable outcomes of the engagement or general feedback about the services? On time reporting, high quality, timely action and follow ups from reviews and meetings. Describe their project management style, including communication tools and timeliness. Great follow ups and support What did you find most impressive or unique about this company? Following up with timely information and support. The best experience ever. Are there any areas for improvement or something they could have done differently? no - keep doing what you are doing! --- #### Accounting Services for Hotel Branding Agency **The Project** - Services: Accounting - Project size: Less than $10,000 - Project length: Feb. 2020 - Ongoing **Project Summary**: Avalon Accounting provides accounting services for a hotel branding agency. They oversee the entire financial planning process, including software recommendation and payroll system development. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, The Essential Hotelier - Industry: Advertising & marketing - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 20, 2022 **Feedback Summary**: Thanks to Avalon Accounting, the company is able to streamline their operations and make better business decisions. The team is highly organized from a project management standpoint, and internal stakeholders are particularly impressed with the vendor's work ethic. ""If there's ever anything out of place, they're wonderfully responsive and fix errors promptly."" **BACKGROUND** Please describe your company and your position there. I'm the CEO and Co-Founder of a Canadian branding agency that works with eco-hoteliers in Central America. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Avalon Accounting, and what were your goals? We were looking for a reliable Accounting company to help us make the transition to an incorporated business, and Avalon was by far the most approachable, helpful and proactive of the many firms we interviewed. 3 years into our partnership and we've never looked back! Avalon has helped us throughout so many stages of our business — setting up our business properly and explaining EVERY STEP so that we always felt comfortable and confident. Helping us through dividends vs. salary, paying ourselves, setting up payroll. Not to mention the many questions we've had about our business and financial planning. **SOLUTION** How did you select this firm and what were the deciding factors? We searched online and reviewed about 5 proposals. We went with Avalon because they were always so patient and answered so many of our questions, thoughtfully and thoroughly. They also had a number of helpful blog posts and videos on their website that presented many answers to questions that we had not yet even thought of. The biggest deciding factor though, is how the team makes you FEEL as a business owner. We never felt intimidated to ask questions because the Avalon team was so approachable, warm and HUMAN from the very beginning. That's the kind of business we knew we needed in our corner. Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. We met with them to discuss our goals and objectives. Then they offered many recommendations in terms of software and processes that we could implement to streamline our finances. They helped us get set up, trained us on our new software and processes, and then eventually we expanded our partnership to have them handle all those details. Describe their billing or cost structure. We pay a monthly fee and only pay for the services we use. I love that they are available for all kinds of financial planning questions. If anything is out of scope, they are also very straightforward with costs so that nothing is a surprise. How many resources from the firm's team worked with you, and what were their positions? We mainly work with our Senior Client Manager and our Bookkeeper. But for more specialized questions (for example, Payroll), we've also worked with other knowledgeable staff to help us get answers. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the engagement or general feedback about the services? Overall, we're making smarter decisions and can plan for the following year, especially around hiring and investing in things like marketing. Describe their project management style, including communication tools and timeliness. Onboarding is well-organized -- they'll always tell you what steps are coming. They also use Loom video to communicate which is extremely helpful. What did you find most impressive or unique about this company? Avalon helps us make informed financial decisions and are a joy to work with. Overall, the team is a stellar group of humans, who really care about their clients and the work they do. Are there any areas for improvement or something they could have done differently? I'd love to be able to see a monthly cashflow statement, but that's more of a software limitation than a limitation of their services! --- #### Bookkeeping & Training Services for Consulting Company **The Project** - Services: Accounting - Project size: Less than $10,000 - Project length: Apr. 2022 - Ongoing **Project Summary**: Avalon Accounting has provided bookkeeping and training services to a consulting company. They’ve helped with deductions, business expenses, and multi-currency invoicing and offered year-end support with taxes. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Test and Learn Inc. - Industry: Other industries - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Dec 13, 2022 **Feedback Summary**: Avalon Accounting has streamlined and simplified the client’s bookkeeping processes. The team has shared valuable insights that have helped the client hone their accounting skills and perform tasks more efficiently. They’ve been a responsive, diligent partner who has adhered to deadlines. "“Avalon Accounting has executed a clean, easy process.”" **BACKGROUND** Introduce your business and what you do there. I’m the owner of an independent consulting company. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Avalon Accounting? I’d hired a bookkeeper to manage my invoicing process for my global clients because invoicing can get messy across several currencies. My accounting knowledge is minimal, but I noticed several issues regarding deadlines and had no choice but to try and fix the problems myself. When I realized I needed additional support, I reached out to Avalon Accounting for help. **SOLUTION** What was the scope of their involvement? Avalon Accounting has helped me with various accounting-related offerings. First, we met to discuss my needs, and the team suggested a package that combines bookkeeping services with accounting training. Now, the team helps me handle deductions, business expenses, receipts, and multi-currency invoicing. They also help us comply with business requirements and provide year-end accounting support for more complex tasks such as filing taxes. They also handle payroll and oversee the accounting practices I manage myself via Xero.  What is the team composition? I’ve worked with three people from the Avalon Accounting team, including an account manager, a CPA, a bookkeeper, and a training specialist.  How did you come to work with Avalon Accounting? I came across Avalon Accounting’s basic accounting content on YouTube. Their technical tips were very useful, so I asked if they could help me directly. How much have you invested with them? I invested $2,000 CAD (approximately $1,500 USD) for the initial fee, and now I pay a $500 CAD (approximately $400 USD) monthly retainer.  What is the status of this engagement? I started working with Avalon Accounting in April, and the partnership is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?  Avalon Accounting has become familiar with my business and brought a new approach to the table. They’ve also shared valuable expertise and enlightened me by sharing easier bookkeeping methods. The team has been able to streamline and simplify my legacy accounting process and eliminate unnecessary moving parts. Their ongoing training support has allowed me to polish my bookkeeping skills further, which I appreciate.  Furthermore, while working on year-end accounting tasks, the team caught a $1,000 loss from the previous fiscal year that my bookkeeper failed to identify, saving me money in the long run. How did Avalon Accounting perform from a project management standpoint? Avalon Accounting has executed a clean, easy process. They’ve been super responsive to my questions, and I appreciate their adherence to deadlines. My previous bookkeeper left everything, including taxes, until the last minute, which was very stressful. Avalon Accounting has delivered work within two months, rather than the six months allotted for certain things, which was helpful. They’ve helped me close out tasks quickly so we can focus on the following fiscal year. The project management process is very collaborative, and we mainly communicate via email. The account manager guides me and ensures everything is running smoothly, while the bookkeeper stays on top of outstanding issues and lets me know if I need to address something. What did you find most impressive about them? I’m most impressed by their accounting expertise; they know how to manage multi-currency invoicing in the most efficient way possible. Additionally, I admire their collaborative nature and willingness to oversee my bookkeeping practices and coach me along the way. They’ve fixed issues and helped me understand how things work. Now that we’ve established a solid process, I feel like I’m cruising along and am excited to continue working together. Are there any areas they could improve? I have nothing Avalon Accounting could improve on; they’ve been perfect. Do you have any advice for potential customers? Review their service offerings and determine whether you want Avalon Accounting to help you with bookkeeping or do it for you. They will do a great job either way. --- #### Accounting Services for Enterprise Saas Company **The Project** - Services: Accounting - Project size: $10,000 to $49,999 - Project length: Jan. 2020 - Ongoing **Project Summary**: Avalon Accounting provides an enterprise SaaS firm with accounting services, including monthly bookkeeping, year-end reporting, and financial reporting. They also work with the client's US accounting partners. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Co-Founder, Appreciation Engine - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 8, 2022 **Feedback Summary**: Avalon Accounting has picked up everything quickly and helped the client's Canadian team organize. The client appreciates the vendor's staggered monthly pricing, which also covers their end-of-year taxes. They also commend the vendor's friendliness, professionalism, and responsiveness. ""They've never dropped the ball and are incredibly responsive."" **BACKGROUND** Please describe your company and your position there. I'm the co-founder of a SaaS Enterprise service in the music industry. I've been here for 12 years. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Avalon Accounting, and what were your goals? After relocating from the US we were looking for an accounting partner who could help us with monthly bookkeeping, year-end and financial reporting as needed. I was looking for a team of people who were professional but not cold and used modern technology. **SOLUTION** How did you select this firm and what were the deciding factors? After speaking to a few CA accountants I knew right away that Avalon were a perfect fit for us. They were friendly, used modern technology and answered every question I had in simple language. They are refreshingly down to earth. Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. We discussed our requirements to work with our US accounting partners, to use Xero and also handle our Canadian payroll. It was easy and very straightforward to work with them on this part of the project. Describe their billing or cost structure. They have staggered monthly pricing based on the size of your team, the number of monthly transactions and if you need payroll services. I like that the monthly fee also covers the end of year taxes. How many resources from the firm's team worked with you, and what were their positions? I've worked with their payroll specialist, bookkeeper and lead accountants. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the engagement or general feedback about the services? They picked everything up super quickly and got our Canadian team organized. It was so easy. Describe their project management style, including communication tools and timeliness. They've never dropped the ball and are incredibly responsive. What did you find most impressive or unique about this company? They are so nice to work with. They are friendly, professional and kind. And I feel safe in their hands which takes a load off my mind. Are there any areas for improvement or something they could have done differently? None. --- #### Accounting & Tax Preparation for Textile Company **The Project** - Services: Accounting - Project size: Confidential - Project length: Nov. 2019 - Ongoing **Project Summary**: Avalon Accounting is the accounting and tax partner of a textile company. Their tasks include bookkeeping, bank reconciliation, weekly and monthly financial statement preparation, payroll, and tax filing. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Jane Stafford Textiles Inc - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 5, 2022 **Feedback Summary**: Avalon Accounting is an excellent accounting partner, and the client is extremely satisfied with their services. Communicative, the team responds to the client's emails promptly and answers questions using understandable terms. The client also appreciates their genuine care and company philosophy. ""I love that they care about their employees and the world around them."" **BACKGROUND** Please describe your company and your position there. I am the founder and content creator for Jane Stafford Textiles. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Avalon Accounting, and what were your goals? Our business had grown beyond our in house accounting capabilities. We needed an accounting firm that would provide us with monthly financial statements and tax preparation. **SOLUTION** How did you select this firm and what were the deciding factors? We had chosen Xero as our accounting software and were looking for an accounting firm that specialized in that programme. Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. Avalon takes care of all our bookkeeping, reconciles our bank statements to Woo Commerce and Dear, prepares weekly and monthly financial statements, prepares our payroll and does our year end tax filing. Describe their billing or cost structure. We have a monthly contract. How many resources from the firm's team worked with you, and what were their positions? We work with 3 people, Kira, our Senior bookkeeper, Charmaine our accountant manager and Melissa who does our payroll. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the engagement or general feedback about the services? Avalon has exceeded all my expectations. The biggest outcome ......... I don't have to worry anymore...they have relieved me from the day to day worry about numbers. Describe their project management style, including communication tools and timeliness. Everyone at Avalon is a great communicator and I really appreciate that. My emails are answered almost immediately, when I have questions about things that are outside the scope of our contract they are always so happy to help me figure it out and often take on extra tasks for me. They are fun and engaging and truly care. What did you find most impressive or unique about this company? I was initially impressed with how Paul and Joe wanted to know and understand my business so they could offer the best possible service. I'm now impressed with how they run their company, I love that they care about their employees and the world around them. Are there any areas for improvement or something they could have done differently? I can't think of anything that they could be doing better. I have never had such a great accounting team in my ball park :) --- #### Accounting Services for Consulting Practice **The Project** - Services: Accounting - Project size: Less than $10,000 - Project length: Sep. 2022 - Ongoing **Project Summary**: Avalon Accounting provides ongoing accounting services and bookkeeping support for a small consulting practice. The team worked on migrating the client's accounting software to Xero. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Partner, Business Process & Design, Objeto Inc - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 3, 2022 **Feedback Summary**: Working with Avalon Accounting, the client feels like being cared for and has nothing to worry about. Their work style is reassuring, allowing the practice to focus on the core business. The team is communicative, professional, and easy to work with. ""I feel the on-boarding process is exceptional."" **BACKGROUND** Please describe your company and your position there. I am one of the founders of a small consulting practice focused on helping not-for-profits improve their operations with data analytics and process automation. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Avalon Accounting, and what were your goals? Our previous provider simply filed our corporate returns, no reporting, no advice and no proactive outreach leaving us to manage things on our own. Since we are a small team, we were looking for an accounting team that could guide us and take the work off our plate so we could focus on growing our business. **SOLUTION** How did you select this firm and what were the deciding factors? I was looking for bookkeeping support and came across an article, read a few more articles, videos and was thrilled that Avalon was a Canadian Company first of all and that they were taking clients in my province. It was a no brainer to reach out. Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. We opted for the monthly accounting services plan with Bookkeeping Support. The on-boarding team migrated us from our previous accounting software to Xero and trained us on their best practices. Describe their billing or cost structure. The billing is clear and easy to understand, costs are based on services used and spread across 12 months. How many resources from the firm's team worked with you, and what were their positions? We have a senior account lead who has been amazing that we meet with quarterly or as needed, she has a team including a bookkeeper who we work with on day-to-day things as needed. As part of the on-boarding process, we worked with an accountant focused on migrating us from our old system to the new and they also provided training in the new system to ensure we were supported during the transition. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the engagement or general feedback about the services? When working with Avalon, you feel like you are being cared for and that you don't have to worry. Their way of working including on-boarding, training and regular touch points with your lead is very reassuring and allows me to focus more on my core business. Describe their project management style, including communication tools and timeliness. The Avalon team are very communicative and let you know status of things throughout the process.  What did you find most impressive or unique about this company? I feel the on-boarding process is exceptional. It's worry-free and it makes you feel certain you have made the right choice to work with Avalon. Are there any areas for improvement or something they could have done differently? I feel that one thing that could improve is the length of the summary emails, I think keeping the emails more short and action-based would be easier to follow. --- #### Corporate Tax Services for Educational Design Consulting C **The Project** - Services: Accounting - Project size: Less than $10,000 - Project length: Aug. 2021 - Ongoing **Project Summary**: Avalon Accounting provides corporate tax services to an educational design consulting firm. They manage the filing of the client's harmonized tax sales and tax returns. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder & CEO, The Learning Designers Incorporated - Industry: Education - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 1, 2022 **Feedback Summary**: Avalon Accounting not only manages the client's tax returns but also provides support throughout the year. Their team understands the client's business, solves tax-related problems, and responds promptly to their queries. Overall, their service helps the client save time and enjoy peace of mind. ""Their communication is always excellent. Their timelines work for me, and they keep in touch regarding upcoming dates."" **BACKGROUND** Please describe your company and your position there. We are an educational design consulting company. I am the founder and CEO. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Avalon Accounting, and what were your goals? Corporate taxes are no joke and I didn't want to fool around with the CRA. Avalon supported me throughout the year and completed the corporate tax return and HST (harmonized sales tax) return. **SOLUTION** How did you select this firm and what were the deciding factors? Avalon has a great online presence and really felt personal. They have helpful blog posts and videos that share key information about your taxes and business accounting. Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. Avalon not only completed the HST and tax return, they supported me throughout the year. I could send a question to my team at any time and within 24 hours (usually less), I received a detailed response from a human who understood my concerns. Describe their billing or cost structure. The billing is up front and clear. I put down a retainer, and my services were deducted from that throughout the year. At the end of the year, they billed for further services beyond the retainer. How many resources from the firm's team worked with you, and what were their positions? The team is made up of 3-4 people, including a client services manager and accountants. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the engagement or general feedback about the services? Everyone I spoke with at Avalon had a positive attitude, referred to me by name, understood my business and needs, and was able to help me to solve any problems or answer questions. Their services helped to save me time and clarity in the information that was being provided to me, which was peace of mind. Describe their project management style, including communication tools and timeliness. Their communication is always excellent. Their timelines work for me, and they keep in touch regarding upcoming dates. What did you find most impressive or unique about this company? The personal touch. You get to know your team members and I never felt like I was bothering them. They had excellent attitudes and always seemed happy to help me. Are there any areas for improvement or something they could have done differently? n/a --- #### Accounting Services for Elderly Healthcare Company **The Project** - Services: Accounting - Project size: Less than $10,000 - Project length: Jan. - Dec. 2022 **Project Summary**: Avalon Accounting has provided accounting services for an elderly healthcare company. They have managed the client's yearly tax reports and monthly financial statements. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** CEO, Just Like family - Home Care Vancouver Island - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Dec 1, 2022 **Feedback Summary**: Avalon Accounting has delivered high-quality work for a good price and in a timely manner. Their supportive attitude and quick response time have been hallmarks of their work. ""The best experience ever."" **BACKGROUND** Please describe your company and your position there. I am the President & CEO of Just Like Family Home Care - Vancouver Island. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Avalon Accounting, and what were your goals? Tax support Year end financials Monthly Financial Statements Tax and Accounting advice/support **SOLUTION** How did you select this firm and what were the deciding factors? Customer/client services, responsiveness & locally owned and operated. Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. Tax support Year end financials Monthly Financial Statements Tax and Accounting advice/support Describe their billing or cost structure. Monthly invoices - reasonably priced for the work they perform How many resources from the firm's team worked with you, and what were their positions? 3 **RESULTS & FEEDBACK** Can you share any measurable outcomes of the engagement or general feedback about the services? On time reporting, high quality, timely action and follow ups from reviews and meetings. Describe their project management style, including communication tools and timeliness. Great follow ups and support What did you find most impressive or unique about this company? Following up with timely information and support. The best experience ever. Are there any areas for improvement or something they could have done differently? no - keep doing what you are doing! --- ## Portfolio & Awards ### Accounting for Bakeries Unmet Bookkeeping and Accounting Needs Sweet Impressions Bakery came to us with some unmet bookkeeping and accounting needs. From the word go, our teams clicked. And our shared love of organization and lists cemented a match made in accounting heaven! The Solution Together, we zeroed in on what was required. Sweet Impressions Bakery needed to see numbers in a timely manner, and to have that information broken down in such a way that it made sense. So, we decided to introduce a cloud accounting platform into the mix. Our reasoning was two-fold: It gave Sweet Impressions access to real-time numbers, anytime and anywhere, with a just a few clicks; And with Sweet Impressions based in Winnipeg and we’re based in Victoria, it made working remotely a cinch. On top of the cloud accounting platform, Sweet Impressions handed over their monthly bookkeeping and year-end reporting to us. The Results The bakery now gets the info it needs within 15 days of the end of the month in a handy and easy-to-understand report. The document breaks down various income streams, promotions, and the sales of various products, from cupcakes to cookies. This has proved incredibly useful for Sweet Impressions, as it allows them to accurately assess how well certain products are selling, and how well their promotions have performed. ### Bookkeeping and Accounting for Retail The Story of Curtis and Moe's Home Furnishings Starting a business from the ground up is a scary process. Curtis wanted to live up to the high standard Moe’s Home had already set in Vancouver, and while he had almost twenty years of experience in the furniture industry, this would be his first time running a business on his own. Curtis felt most uncertain about handling the financial aspect of a small business. He knew that things like payroll and taxes were vital to his success, but his passion was in home decor - not accounting!  Though he initially started searching for a local accounting firm in Vancouver, he stumbled upon Avalon’s website and immediately connected to the messages we shared there. He was a small business owner that wanted to thrive and build his passion - all he needed was the right support network behind him. After an initial conversation with one of our CPA’s, Curtis knew he had found that support. Bookkeeping and Accounting Curtis’ transition to working with Avalon was smooth and quick. Right away, we set to work building him a solid accounting foundation through bookkeeping and monthly reports. Bookkeeping allows you to see a clear picture of your business’ success through key numbers like expenses and sales. Because he always knew exactly how he was performing, Curtis had the confidence and assur-ance he needed to focus on opening up his shop and handling the parts of the business he loved most. Guidance We also helped Curtis assign roles and responsibilities on his team to ensure the business was running smoothly from all angles. From the start, Curtis knew he had made the right decision to invest early in getting help. He was able to get his business off the ground smoothly and properly. After about three months, the transition to working with Avalon was complete and we could work seamlessly alongside him, providing him all the financial support and information he needed.   ### Accounting for Distilleries   Going Wayward After just a few years in business, Wayward Distillery was starting to take off.  With so much early promise, Dave the owner, started to think about the long-term future of the business. Where could he  take this thing in the next 5 years? 10 years? Could he  go global? Or even just afford to take weekends off? And what did he  need to do to achieve that? But as is often the case when trying to grow anything, there came a sticking point. Dave and his team were all so busy doing what they do best, that they simply didn’t have the time to put those ideas into action. And with so much on their plate, important admin tasks such as accounting, tax, and payroll soon fell down the list of priorities. Introducing Avalon That’s when they came to us. They knew they had to outsource those tasks and work with an accountant who understood their business and where they wanted to take it. They also knew they required guidance and direction in order to raise the funds required to grow. Strategy Session We sat down with Dave and started the conversation by talking about the big vision. What were their plans for growth? Where did they want to be in the future?  One of the big questions asked was: “How much money are you making? How much do you want to make?” And it was very clear, very quickly, that Wayward knew their stuff. They knew their margins, knew their most profitable channels, and knew that to achieve their growth targets, they had to increase production capacity. So, armed with all of this new information, we mapped out a specific 5-year plan for growth. Helping Businesses Succeed Avalon’s idea of accounting showed us what’s possible.  “Avalon gave us the ability to grow 800% in eight months, and we’re now on track with our 5-year growth plan to be fully sustainable, and to sell our products worldwide.” As for the future, Dave’s goal is to have weekends off, and to step back a little, while continuing to grow the company without overwhelming their staff.   ### Industry Recognitions - 40 Best Small Business Tax Blogs and Websites - 16 Best Accountant Website Design For Inspiration - Douglas Magazine's 10 to Watch 2018 ## Packages ## Locations (1) ### Victoria, Canada (Headquarters) - 2031 Store St - Victoria, BC V8T 5L9 - Canada - 6 - 9 employees - Phone: 18557282566 ## Contact Avalon Accounting [Send a message](https://clutch.co/profile/avalon-accounting) ### Connect on Social - [LinkedIn](https://www.linkedin.com/company/avalon-accounting/about/) - [Facebook](https://www.facebook.com/avalonaccountingca) - [X](https://twitter.com/AvalonCPA)