Expert accounting and financial guidance for growing businesses, professional-service firms and nonprofits — turning complex numbers into clear next steps.
Experience across the industries growing businesses run in
Owner-run companies, professional-service firms and nonprofits across the country trust Haven Financial Services with their numbers.
Owners and leaders who need reliable books and better financial visibility — without hiring a full finance team.
Past the point where a part-time bookkeeper is enough, not yet ready for a full finance team.
Explore bookkeepingFirms where margin, utilisation and cash timing decide whether a good year is a profitable one.
Explore financial analysisOrganisations that need dependable reporting and accountability for boards and funders.
Explore audit supportFractional accounting services built around what your business actually needs today — and able to grow with you as that changes.
Reconciled books and a monthly reporting pack you can actually read.
Learn more 02Contractor reporting prepared, checked and filed on time.
Learn more 03Bills approved, scheduled and paid without you chasing them.
Learn more 04Invoices out on time and followed up properly.
Learn more 05Payroll recorded accurately and reconciled to your books.
Learn more 06Books brought current and verified from a clean base.
Learn more 07Clean records and schedules your tax preparer can work from.
Learn more 08A budget you set, and a forecast that shows where you are heading.
Learn moreIf one of these is costing you sleep, click it — it opens the solution that deals with it.
Month-end arrives and the numbers still are not ready — so decisions get made on instinct.
The books are behind, or you inherited a set you do not trust.
Revenue looks fine on paper, yet the bank balance keeps surprising you.
January arrives and nobody is sure which contractors need a 1099, or whether the W-9s are complete.
The decisions have outgrown the bookkeeping, but a full-time CFO is not realistic.
“They could not afford to bring on a full tier team. So we brought fractional accounting services at every level — from paying bills, to CFO level work.”
Business owners who were in the dark about their numbers, in their own words. No names changed, no quotes trimmed for effect.
Haven Financial has been an absolute game-changer for my businesses. Their client-first approach, in-depth accounting knowledge, and succinct monthly reporting have given me the clarity and headspace I need to make informed decisions and focus on what I do best: business operations.
Haven are rock stars. We have the best monthly financial package of any business I know, that is our size (30 employees and 20 tight-knit independent contractors). They even help us document our financial processes, and guide our employees in the invoicing and collections process. I could not recommend a business more strongly.
We’ve had an incredible experience working with Haven Financial. Their deep knowledge of real estate and strong background in taxes have been invaluable to our business. Not only do they provide clear, digestible financial reports — making it easy for someone without an accounting background to understand — but they also serve as a trusted resource for structuring new business ideas and refining our financial strategies.
Prior to working with Haven Financial, my ability to get insight on my financial reporting was very limited and inconsistent. With Haven Financial I’m able to get timely reporting and analysis to allow me to execute more efficiently and effectively.
The support and expertise of the Haven Financial Services team has made me so much more confident as a business owner. Always available to answer questions, offer ideas, share resources and provide timely information, I have found them to be a true partner.
Khristine and her team were amazing from start to finish. As a small business owner, we are not in a position to have a full time CFO on staff and Haven Financial was the perfect solution to fill this void for us. The guidance Khristine and her team provided was timely and professional. We were given deliverables we will continue to use into the future.
No long onboarding documents and no obligation to commit before you understand what you are getting.
Owners who trust us with their books.
Built in Orange County, California.
From bookkeeping to CFO advisory.
Matched to your accounts and volume.
Book a call so we can carry out an assessment and give you clarity. You will meet one of our team and share your current needs, pain points and wish list. We will then explain what our services involve and find the level that fits.
It is a data gathering conversation. Our goal is to understand your business, your accounting needs and your style of operating, so we can determine the right fit. We will also share how we serve our clients.
Levels are set by the number of accounts we maintain and the transactions you run each month, and build from monthly bookkeeping and reporting up to payroll, bill payment, receivables and a regular check-in with your accounting team. The Packages page sets out all six.
Essentials starts at $497 a month for 1–3 accounts and up to 100 transactions. Starter is $997, Professional $1,497, Advanced $2,497 a month for up to 1,000 transactions, and Premium $3,497 a month for up to 1,500. Custom is priced upon assessment. The Packages page sets out what each level includes.
Yes. Levels are designed to move with you. As your accounts or transaction volume grow, we move you up; if things change the other way, we move you down.
We look at where your books are today, what you need, and whether we are the right fit. No obligation.