Accounting. Elevated.
Elegant Accounting Solutions for Small Business Owners, Individuals & Families
Your success pathway
CLEAN UP
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Every engagement starts with a thorough assessment and cleanup project.
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Accounts are reconciled to bank and credit card statements to ensure accuracy of the books.
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Financial Statements are built and presented in a clear manner so that you can easily understand the performance of your company.
MAINTAIN
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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.
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Revenue and expenses are monitored for spikes and dips that may be out of the ordinary.
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Each client receives a custom dashboard and financial package to track the key metrics that move the needle for the company.
STRATEGY
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As your company grows, automation and scalable processes should be assessed and implemented. This will provide time and value back in your hands.
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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.
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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.
We bring our expertise to work for your current and future needs. Effectively maintaining and closing your books each month including monthly financial reporting. All while layering in CFO level strategy for growth for companies that are scaling fast.
What is the ONE thing you need right now?
We recently did a survey of our clientele and here is the result!
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.
Trusthworthy accounting
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 wisely
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.
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.
Happy Customers
Trusted by 100+ real businesses in the Orange County area and beyond.
What People Say About Us
"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."
Michael Santos CEO and Founder, Living Well Home Care
"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."
Susan Howington CEO, Power Connections Career Services, Inc.
"The achilles heel of small and growing social businesses in Hawaiʻi is finance. Haven Financial has transformed our clientsʻ books, delivering up business analytics to help them improve their business financial and impact outcomes. Mahalo ui!"
Lisa Kleissner Board Chair and Co-Founder, Hawai'i Investment Ready
"As a female small business owner I face many challenges and often have my head down to the grind. Having these ladies who believe in the impact of our company by my side to help with tracking our progress and all the things that fall in the cracks will allow us to scale and have a greater reach creating positive change in the local seafood industry! Tremendously blessed to have found Haven."
Ashley Watts CEO of Local I'a, Woman owned fishery in Hawaii
"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. I would definitely recommend Haven Financial to others looking for CFO services."
Steve Rovithis CEO of Rovi Homes
The Forecast Breakdown
- An estimate of your future revenues and expenses
- An exercise that challenges the owner to think through their goals and the growth of the company.
- It’s your blueprint for the year.
- Bonus: If you’re trying to raise capital, this will be a valuable tool.
- It’s a valuable tool that will help you get from point A to point B.
- Decisions become strategic rather than reactive.
- It will keep you on track towards your goals all year long.
- Investors or banks will want to know where you’re headed.
- Best practices: Q4 of the year, nearing year end and defining clear goals. The forecast is complete by the beginning of the year.
- Beginning of the year: Typically people are charged up for the new year and the goal setting kicks in.
- Anytime: You can begin the process anytime of the year it will still have a strong impact on your outlook.
- Demo: Let’s look at a sample forecast together
- Softwares: Quickbooks Online has a simplified version of to help get you started.
- Excel/Google Sheets: You can put together a basic schedule to help you create one.
- Best Practices: Measuring your monthly performance against your forecast with graphs, tables or worksheets.
- Month to Date: Did you meet your goals for the month?
- Year to Date: Are you on track year to date?
- Full Year: Are you on track to hit your annual target?
Chaos, Organized
Navigate financial waters confidently with Haven Financial, your anchor for success. From Cleanup Precision to Maintenance Mastery and Strategic Insight, unleash your business potential – where your journey to financial triumph begins.
Schedule Your Call with Khristine Valdez
Free 15 Minute Demo Call
By the end of this demo call, you will have a clear understanding of the next steps you can take your business estimate of your future revenues and expenses
Find a time on Khristine’s calendar to schedule your call today and we look forward to speaking to you soon!
THIS AUDIT CALL IS PERFECT FOR:
Businesses seeking financial clarity
Businesses committed to optimizing their financial processes
Businesses leveraging QuickBooks for precise financial control
Businesses who value proactive financial oversight
Businesses aiming to maximize the power of QuickBooks, ensuring a robust financial management system is in place