Southern California · Bookkeeping & accounting

Books that balance, so you can focus on the business.

AVS Financial Advisory provides CPA-led bookkeeping, virtual CFO, and technical accounting support for startups and established small businesses — accurate, on time, every month.

CPA #150551 Licensed in California
9 years Accounting experience
Big 4 + tech Industry background
QuickBooks + ERPs Multi-platform experience
Services & pricing

Straightforward pricing, no surprises.

Every engagement starts with a short call to understand your books and recommend the right tier. Custom quotes available for higher-complexity businesses.

Essentials
For early-stage businesses and solo operators with straightforward finances.
  • Bank and credit card reconciliation, up to 2 accounts
  • Monthly profit & loss and balance sheet
  • Chart of accounts review and maintenance
  • Monthly email summary with financial highlights
Starting at $475/month
Growth
For businesses with multiple accounts or higher transaction volume.
  • Everything in Essentials
  • Multi-account reconciliation and higher transaction volume
  • Accounts receivable and payable tracking
  • Monthly cash flow statement
  • One 30-minute check-in call per month
Starting at $795/month
Virtual CFO & advisory
For growing companies that need strategic financial guidance, not just monthly bookkeeping.
  • Cash flow forecasting and budget planning
  • Financial KPI tracking and reporting
  • Strategic insight on growth and cost optimization
  • Monthly or quarterly performance review calls
Starting at $1,500/month

Add-on services

Historical bookkeeping clean-up$95–175/hr or flat quote
QuickBooks or ERP setup & migration$650–2,000 one-time
Sales tax filing supportStarting at $125/mo
1099 year-end prepStarting at $250
Technical accounting consult / memo prep$175–250/hr
AVS
About

Alex von Schlegell

Founder & CPA, AVS Financial Advisory

Alex founded AVS Financial Advisory to give small businesses the kind of financial clarity that's usually reserved for companies with a full finance team. With 9 years of experience spanning Big 4 public accounting and the tech industry, Alex has worked across a wide range of accounting systems and business models.

That range shows up in the work: comfort with QuickBooks alongside multiple ERP platforms means AVS can step into a business's existing setup rather than forcing a switch. Whether you're a startup building your first set of books or an established business looking to clean up and streamline, the goal is the same — accurate numbers, delivered on a schedule you can rely on.

California CPA #150551 9 years experience Big 4 trained QuickBooks Multi-ERP
How it works

Three steps to get started.

01

Free consult

A short call to understand your business, current books, and where things stand. No obligation — you'll leave with a clear sense of what tier fits and what it costs.

02

Books health check

Alex reviews your last two to three months of books and flags anything that needs cleanup before moving forward, so there are no surprises once monthly service begins.

03

Monthly cadence

Reconciliations, statements, and a monthly summary land on the same schedule every month, with a check-in call to walk through anything that matters.

Contact

Let's talk about your books.

Reach out directly or send a message — Alex responds personally to every inquiry.

Location
Southern California