Testimonials

Working with Maven has given me tremendous financial clarity and saved me hours per week. They have increased my ability to set performance goals, helped me structure bonuses, and better under stand my cash flow. Christin helped me strategically plan two commercial real estate purchases not only by setting production goals,  but also connecting me with integral partners who helped close the deal at a much better rate. As a bonus, the team at Maven is friendly, easy to work with and very responsive. My efficiency and quality of life have skyrocketed since partnering with Maven.

We have had the pleasure of working with Jessica Nunn for over half-a-dozen years. She represents many of our clients, and our firm. Her ability to explain complex accounting and use plain language for non-CPAs is amazing. She does a great job of detailing the financial goals of the organization and using score cards to track these goals. Her team is a must for any start-up, or midsize business. You cannot afford to run your business without her.

One of the most remarkable aspects of their service was helping me understand where every dollar of my business was going. Not only did they help me gain better control over my finances, but they also facilitated growth in my business. By helping me identify areas where I could reduce unnecessary expenses and invest more strategically, they ensured my resources were being utilized most efficiently. They created a tailored financial strategy that aligned with my business goals, from optimizing tax strategies to preparing for future investments. They’ve consistently been a step ahead, preparing for potential financial challenges and recommending strategies for continued growth.

Working with Maven has helped me feel more organized and educated about the financial health of my business.  Their organization of my books has allowed me to look at employee performance with a non-emotional eye as well as being able to evaluate the profitability of purchasing further equipment, hiring new employees, and taking a monthly snapshot of my business.  I love that professionals are keeping an eye on my financials and providing me with standards for aesthetics specifically.

After practicing dentistry for many years, I really never had a good understanding of the financial parameters of my business. Wow, did that ever change! I now have a complete understanding of my business, my QuickBooks are always current, I am investing for retirement, I know my overhead and profitability, if my individual expense categories are within healthy ranges, and I'm feeling great about my business of dentistry again!

Jessica and the Maven team have been fantastic. They took two wide-eyed first-time business owners, held our hands through all the financial aspects of our startup and beyond, and instilled in us the confidence and security to focus on running our agency and keep our clients happy. Their experience with small businesses like ours has been absolutely invaluable. Jessica and the Maven team have that rare combination of financial knowledge, experience, and patient Zoom-side manner that makes new business owners like us feel like we know what the heck we're doing.