With a Clear View on Financials
We provide outsourced CFO and accounting services to small businesses. Our proven strategies help position our clients on a healthy growth path. Whether you are for-profit or nonprofit entity, we can support you through your growth.GET ME STARTED
How We Do It
We start by cleaning up your books. We effectively maintain and close your books each month and guarantee a monthly financial reporting package. We layer in CFO level strategy for growth for companies that are scaling fast.
Every engagement starts with a thorough assessment and cleanup project.
Accounts are reconciled to bank and credit card statements to ensure accuracy of the books.
Financial Statements are built and presented in a clear manner so that you can easily understand the performance of your company.
We maintain a weekly standard checklist for every client. We keep your finances up to date at all times, not just at the end of the month.
Revenue and expenses are monitored for spikes and dips that may be out of the ordinary.
Each client receives a custom dashboard and financial package to track the key metrics that move the needle for the company.
As your company grows, automation and scalable processes should be assessed and implemented. This will provide time and value back in your hands.
Forward looking forecasts and goals can shape your company now for the future you wish to have. We take the time to discover what those goals are to build a blueprint to get there.
Our experience as an outsourced CFO in various strategic discussions helps CEOs craft well developed plans of new business models, new ventures or increased market share.
What You Gain
Gift of time
Let us do the brainwork to analyze where your company stands. By receiving timely reports, owners are able to make proper decisions and use their time wisely.
Fine tune business performance
As each company grows, owners can no longer run on instinct. With a true financial partner watching the numbers, owners can begin to make small changes that have a big impact over the long run.
Sleep better knowing your finances are well take care of. We treat your books as if they were our own and are accountable and confidential with all we do.
Invest in your finances and they will give you a return. Like most things in life, if you give it the right attention, it will perform. Don’t let your numbers be something you sort of know. Know your numbers.
Solutions That Work
We bring our expertise to work for your current and future needs; clean up, maintain, and strategy.
ONE TIME FEE
You're ready to take your finances to the next level and basic bookkeeping doesn't cut it anymore.
We clean up the books, bring the finances up to par, and build a process around the strong maintenance of your books.
We provide monthly reporting and insightful feedback about your business each month.
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You've reached a successful point in the business and need strong accounting support. You need to measure growth and margins and want to stay on track with your forecasted goals.
We provide strong monthly maintenance, custom reporting packages and monthly accounting meetings. We discuss revenue, margins and expenses in detail. Our discussions are strategic and purposeful around your goals.
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You’re riding a wave of momentum and you’re growing.
You need executive level support and our outsourced CFO expertise will take you to the next level.
Your processes are automated and built to scale with you.
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Who We Are
We are an Orange County based outsourced accounting agency, with a passion to help small businesses thrive with a clear picture on their financials.
As a team, we have decades of experience managing the finances of all sizes, from small businesses to large corporations.
As your outsourced accounting services partner, our experts will quickly and efficiently review your company’s finances to help you determine the REAL financial health of your business.LEARN MORE ABOUT OUR TEAM
Trusted by 100+ real businesses in the Orange County area and beyond.
"Haven Financial has consistently provided us with excellent services and especially helped us improve our financial reporting to our leadership. They created a detailed dashboard that displays all the important metrics so we can see in one quick glance how our organization is doing overall and regionally. Khristine is a true professional you can count on to take your organization to the next level!"
"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."