FOUNDERS Lyle Ball, 51; Jason Caldwell, 48; Rod Sturgis, 55
THE COMPANY A unified software workspace for tax, audit, advisory, compliance and management consulting.
WHY IT’S WATCH WORTHY
Following 20 years of custom development for Big 4 and Top 25 firms, Avii Workspace launched in 2019. The leadership’s unparalleled market knowledge has strategically positioned the company to revolutionize accounting departments across the nation.
1. “Dramatically expand the generally accepted definition of ‘Unified Practice Management Platform.’”
2. “Give accounting firms control of their own data.”
3. “Set a new high bar and example for the future of work.”
ADVICE “Find the right advisors who will give you the right gut checks as opposed to just telling you, ‘Yes that’s right.’”
AS LUCK WOULD HAVE IT
“Early in the development stage, we secured a significant anchor client that we were able to convert to both revenue and consistent real-world client-fed research that guided the final stages of our development.”
“If you feel like you’re rolling the dice in a massive risk, it’s probably the wrong approach.”
Fortune Cookie Forecast
“Avii will redefine the future of work through automation, fueling the accounting professional’s migration from a historian of data to a trusted advisor.”