Business Owners
Solopreneurs
Families
Our Accounting Solution
It’s like having an easy button on repeat, for your finances.
Data Organized
We manage all your bookkeeping
so you can see the big picture and
make better and informed decisions.
Monthly Reports
We reconcile credit cards, bank
accounts, and P&L so you’ll
always know what’s what.
More Clarity
We build you a dashboard every
month automatically, so you can
review everything in one place.
"The Achilles heel of small and growing social businesses in Hawai'i is finance. Haven Financial has transformed our clients' 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
"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
"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 & 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 Hawai'i is finance. Haven Financial has transformed our clients' 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
"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
Our Solution Options
Right sized accounting for just what you need. It’s that simple.
Bronze Package
$997
- 1-3 Accounts maintained including checking, savings, credit card accounts
- Up to 300 transactions per month included
- All accounting completed by the 5th business day of the following month
- Financial Package sent by the 7th business day of the following month
Silver Package
$1,997
- 4-7 Accounts maintained including checking, savings, credit card accounts
- Up to 750 transactions per month included
- All accounting completed by the 5th business day of the following month
- Financial Package sent by the 7th business day of the following month
- Quarterly consultation
Gold Package
$2,497
- 7-10 Accounts maintained including checking, savings, credit card accounts
- Up to 1,500 transactions per month included
- All accounting completed by the 5th business day of the following month
- Financial Package sent by the 7th business day of the following month
- Monthly consultation
Hello there 👋
financial clarity!
Say goodbye to hours wasted trying to read through and understand data dumps not meant for human consumption.
View all of your information in one report every month.
Simple dashboards designed for quick and easy insights with the ability to drill down (if you really want to).
Now that’s what we call a financial haven!
Khristine Valdez
Meet Our Founder & CEO
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 for small business. Previously, Khristine was a CFO for Sail Venture Partners, Teles Properties and the McMonigle Group. Khristine was also a CPA providing tax and audit services, primarily in the Real Estate and Non-Profit Industries. She earned her Bachelor’s Degree from Cal State Fullerton, and obtained her CPA license in Wisconsin. In her free time she enjoys watching movies with her family, gardening, working out and spending time with friends and family, karaoke may be involved.