About Haven Financial Services

An Orange County team, built around work-life balance and good work.

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

2014
Founded
0+
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
“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
Amy Perez, Director of Operations

Amy Perez

Director of Operations
Mary Ann Arcenal, Controller

Mary Ann Arcenal

Controller
Vanesa Gaviola, Accounting Manager

Vanesa Gaviola

Accounting Manager
Cadeleine Hilario, Senior Accountant

Cadeleine Hilario

Senior Accountant
Sanjana Kothari, Senior Accountant

Sanjana Kothari

Senior Accountant
Regine Velado, Senior Accountant

Regine Velado

Senior Accountant
Analiza Torres, Senior Accountant

Analiza Torres

Senior Accountant
Rachel Erin Flores, Senior Accountant

Rachel Erin Flores

Senior Accountant
Janella Delos Santos, Junior Accountant

Janella Delos Santos

Junior Accountant
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
Celebrate Kids
Labrador Lending, LLC
Labrador Lending, LLC
The Weichman Clinic
The Weichman Clinic
Lesly Kahn & Co.
Lesly Kahn & Co.
OC Animal Allies
OC Animal Allies
Peak Construction
Peak Construction
Project Chemistry
Project Chemistry
Made from Skratch
Made from Skratch
Celebrate Kids
Celebrate Kids
Labrador Lending, LLC
Labrador Lending, LLC
The Weichman Clinic
The Weichman Clinic
Lesly Kahn & Co.
Lesly Kahn & Co.
OC Animal Allies
OC Animal Allies
Peak Construction
Peak Construction
Project Chemistry
Project Chemistry
Made from Skratch
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
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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