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.
Firms where margin, utilisation and cash timing decide whether a good year is a profitable one.
Organisations that need dependable reporting and accountability for boards and funders.
Fractional 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.
Contractor reporting prepared, checked and filed on time.
Bills approved, scheduled and paid without you chasing them.
Invoices out on time and followed up properly.
Payroll recorded accurately and reconciled to your books.
Books brought current and verified from a clean base.
Clean records and schedules your tax preparer can work from.
A budget you set, and a forecast that shows where you are heading.
If 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.
Business owners who were in the dark about their numbers, in their own words. No names changed, no quotes trimmed for effect.
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.
