About Haven Financial Services

An Orange Countyteam, built aroundwork-life balanceand good work.

Every accountant on our team holds an accounting degree. What our clients notice is the professionalism and the responsiveness.

2014
Founded
100+
Businesses served
10
Team members
Irvine
California
Serving Orange County since 2014
EST. 2014

Fractional accounting at every level — from paying bills to CFO-level work.

BookkeepingClean books
ReportingMonthly clarity
AdvisoryBetter decisions
CFO-levelStrategy & growth
One team, at the level you need.Irvine, CA · Monday to Friday
Our story

Built to get away from the eight-to-five grind.

When the company was built in 2014, the idea was to get away from the corporate mentality of the eight to five grind. We understood that high value service can be provided in a fluid form that aligns with the creative owners we work with.

We have learned to build systems that allow us to stay lean and focused, and intend to keep it that way. We have a team that completely supports each other and enjoys collaboration.

The idea was to build a company with people who deliver good work and are also awesome human beings to work with. The outcome can’t be beat.

2014

Founded in Orange County

Built to give owners high-value service without the corporate grind.

Lean

Systems first

Processes that keep the team focused and your books consistent.

Team

People who back each other

A team that supports each other and enjoys working together.

Today

Every level of support

14 solutions, from bookkeeping to CFO advisory.

Why we exist

Smart leaders, running blind.

“I saw that small businesses were led by smart, visionary and motivated leaders who had poor bookkeeping and did not know how their business was performing.

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, forecasting and strategizing new growth.”

What we stand for

The principles behind every set of books.

01

Clear

We translate financial information into plain language and practical priorities.

02

Proactive

We surface risks, opportunities and decisions before they become urgent.

03

Personal

Thoughtful guidance from a trusted partner who understands your business.

04

Disciplined

Accurate systems, consistent processes and dependable follow-through.

05

Your data, protected

Information is protected in transit and at rest, encrypted, and only seen by the people who need it to do their job.

06

Qualified, every one

Every accountant on our team holds an accounting degree. What clients notice is the professionalism and the responsiveness.

Our founder

Built by a CFO who saw what small businesses were missing.

Khristine Valdez, Founder & CEO
“They could not afford to bring on a full tier team. So we brought fractional accounting services at every level.”
Khristine ValdezFounder & CEO, Haven Financial Services
The team

Real people who learn your business.

Decades of combined experience, supporting businesses of all sizes with a dedicated team that knows your business.

Khristine Valdez, Founder & CEO

Khristine Valdez

Founder & CEO
+Read bio

Khristine launched Haven Financial Services as she saw a need for Executive and Management accounting services from the local companies in Orange County and built a company that focuses on a high quality of financial service. Previously, Khristine was a CFO for Sail Venture Partners, Teles Properties and the McMonigle Group. Khristine also provided tax and audit services, primarily in the Real Estate and Non-Profit Industries. She earned her Bachelor’s Degree from Cal State Fullerton. In her free time she enjoys movies with her family, golf, tennis and music.

Amy Perez, Director of Operations

Amy Perez

Director of Operations
+Read bio

Amy graduated from Webster University with a Bachelor’s Degree, and a minor in Marketing. Prior to joining the Haven team, she held positions at Epson America, Inc. and Toyota Motor Sales, U.S.A. Headquarters, in the Marketing Department. In her free time, she enjoys hiking and camping with her husband and two sons. She also likes to swim, bike and run.

Mary Ann Arcenal, Controller

Mary Ann Arcenal

Controller
+Read bio

Mary Ann Arcenal is a seasoned accountant with over 14 years of experience in accounting, finance, and property management. She has excelled in roles such as Accounting Manager at Stapleton Group and Assistant Manager at PA Alvarez Properties & Development Inc., where she managed financial operations and demonstrated expertise in loan processing, accounting, and financial analysis.

Mary Ann holds a Bachelor of Science in Accountancy from AMA Computer College and has completed 18 units toward a Master’s in Business Administration. Proficient in accounting software like QuickBooks and Yardi, she is known for her systematic approach, strong work ethic, and ability to thrive under pressure. Her attention to detail and commitment to accuracy make her a valuable asset in any financial environment.

Vanesa Gaviola, Accounting Manager

Vanesa Gaviola

Accounting Manager
+Read bio

Vanesa is an accounting professional and a graduate of Polytechnic University of the Philippines, where she earned her Bachelor of Science in Accountancy. She has over six years of experience in auditing and later expanded her expertise through roles as a Senior Associate in the outsourcing industry and as a Senior Accountant in a cloud-based accounting environment. Her experience has strengthened her skills in financial reporting, bookkeeping, account reconciliation, audit and compliance, taxation, and cloud-based accounting systems. She is a Certified Tax Technician in the Philippines, a Certified QuickBooks Online ProAdvisor, and holds Civil Service Eligibility. Outside of work, Vanesa enjoys listening to music, singing, drawing, and playing games in her free time.

Cadeleine Hilario, Senior Accountant

Cadeleine Hilario

Senior Accountant
+Read bio

Cadeleine is a Certified Public Accountant who graduated with a Bachelor of Science degree in Accountancy, cum laude, from Angeles University Foundation. She has extensive experience in tax compliance and advisory, and financial accounting and reporting through her previous roles as Senior Accountant at SGV & Co. (EY Philippines) and Connext International Inc. under Freestone Property Group. In her free time, she enjoys yoga, indulging in a good read, and spending time with her loved ones and two chihuahuas.

Sanjana Kothari, Senior Accountant

Sanjana Kothari

Senior Accountant
+Read bio

Sanjana is an experienced Chartered Accountant with five years of extensive work across various sectors, including real estate, e-commerce, and construction. Her previous roles as Virtual CFO, Assistant Controller, and Accounting Manager have sharpened her abilities in financial analysis, bookkeeping, and comprehensive financial management. Skilled in software like NetSuite, QuickBooks, Xero, and Odoo, she excels in tasks ranging from payroll to complex financial reconciliations. In her free time, she enjoys drawing, traveling, and exploring new places.

Regine Velado, Senior Accountant

Regine Velado

Senior Accountant
+Read bio

Regine is a graduate of Accountancy from the Polytechnic University of the Philippines, and a Certified Public Accountant. With seven years of experience across diverse industries, Regine developed expertise in financial reporting, analysis, and general accounting. Regine’s previous roles as an Accounting Assistant, Accounting Supervisor, and Senior Accountant have further deepened her skills and ability to work under pressure. Outside of work, Regine enjoys anime, K-pop, K-drama, C-drama, and spending time with her pets.

Analiza Torres, Senior Accountant

Analiza Torres

Senior Accountant
+Read bio

Analiza is a seasoned Accountant with over nine years of expertise across various industries. Her diverse roles as an Accounting Supervisor, Senior Accountant, Cost Accountant, and General Accountant have honed her skills in financial analysis, bookkeeping, and financial management. Proficient in tasks ranging from payroll calculations, to detailed financial reconciliations, she excels in maintaining accuracy and compliance in all financial processes. In her free time, Analiza enjoys traveling, watching anime, and learning photography.

Rachel Erin Flores, Senior Accountant

Rachel Erin Flores

Senior Accountant
+Read bio

Rachel Erin Flores is a Certified Public Accountant (CPA) with nine years of experience in accounting and financial management. She graduated Cum Laude from Tomas del Rosario College and has built extensive expertise in Cost Accounting, General Accounting, and Accounting Software Integration.

Throughout her career, Rachel has spent much of her professional experience working with U.S. accounting firms, supporting clients across a variety of industries. Her diverse background has given her a strong understanding of accounting processes, financial reporting, and the effective use of accounting technology to help businesses maintain accurate and efficient financial operations.

Beyond her professional life, Rachel values spending quality time with her husband and little boy. She enjoys traveling with her family, creating new memories, and making the most of their time together.

Janella Delos Santos, Junior Accountant

Janella Delos Santos

Junior Accountant
+Read bio

Janella Delos Santos brings over 8 years of solid experience in Accounts Payable, making her a seasoned professional in financial operations. She holds a Bachelor of Science in Accountancy from San Pedro College of Business Administration. Her extensive background has sharpened her attention to detail, ensuring the accurate and timely processing of documents. Janella’s dedication and strong work ethic have consistently made her a valuable asset to every team she has been part of. Outside of work, Janella enjoys arranging various flower bouquets, expressing her creativity through floral design. She also values quality time with her family and friends, which helps her maintain a well-balanced and fulfilling life.

Degrees

Every accountant

holds an accounting degree

10

Team members

Accountants who learn your business

2014

Founded

Serving Orange County, California

14

Solutions

From bookkeeping to CFO advisory

Our clients

The businesses we look after.

From construction and healthcare to nonprofits and aerospace — a selection of the companies whose books, payroll and reporting run through our team.

Celebrate Kids
Labrador Lending, LLC
The Weichman Clinic
Lesly Kahn & Co.
OC Animal Allies
Peak Construction
Project Chemistry
Made from Skratch
Compass Peak Imaging
Compass Peak Imaging
FamilyHui Hawaii
FamilyHui Hawaii
Grad Bag
Grad Bag
Hawai‘i ‘Ulu Cooperative
Hawai‘i ‘Ulu Cooperative
Heart Aerospace
Heart Aerospace
Jass Big Sky Property
Jass Big Sky Property
Fox Hollow Holdings
Fox Hollow Holdings
Lincoln Smith Advisors
Lincoln Smith Advisors
100+ businesses served  ·  Since 2014  ·  Irvine, California
Free 30 minute clarity call

Schedule your Accounting Clarity Call.

We look at where your books are today, what you need, and whether we are the right fit. No obligation.

Thirty minutes, at a time you choose
We explain what each level of support involves
You leave with a clear view of your next steps
AP
Amy Perez
Director of Operations, Haven Financial Services

Questions before you book? Email amy@havenfs.com

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