In good company
Businesses already on these levels.
A selection of the companies and nonprofits whose monthly accounting runs through Haven Financial Services.
Levels are set by the number of accounts we maintain and the transactions you run each month. Find yours in thirty seconds — we confirm it on a free call, and nobody is placed on a level they do not need.
Answer two questions. Add anything you need handled.
If you already know the volume you run, pick the level below and pay by card. Your place is booked the moment the payment goes through.
Book the free 30 minute clarity call. We look at your accounts, your monthly volume and what you need handled, then tell you which level fits — and nobody is placed on a level they do not need.
| What’s included | Essentials1–3 accounts ≤ 100 / month | Starter1–3 accounts ≤ 300 / month | Professional4–6 accounts ≤ 750 / month | Advanced7–10 accounts ≤ 1,000 / month | Premium7–10 accounts ≤ 1,500 / month | CustomAssessed individually Built around your volume |
|---|---|---|---|---|---|---|
| Monthly price | $497/month | $997/month | $1,497/month | $2,497/month | $3,497/month | Upon assessment |
| Monthly bookkeeping | ||||||
| Monthly financial reporting | ||||||
| Payroll accounting | — | |||||
| Bill payment | — | |||||
| Accounts receivable | — | — | ||||
| Monthly check-in with your accounting team | — | — | — | |||
| Up to 1,500 transactions a month | — | — | — | — | ||
| Clean-up and catch-up | — | — | — | — | — | |
| System and process set-up | — | — | — | — | — | |
| Full financial reporting | — | — | — | — | — | |
| Monthly consultation | — | — | — | — | — | |
| Book call | Book call | Book call | Book call | Book call | Book call |
Bookkeeping through to CFO-level input, instead of hiring for each role separately.
As your accounts or transaction volume grow, we move you up; if things change the other way, we move you down.
Every accountant on the team holds an accounting degree. Clients notice the professionalism and the responsiveness.
Thirty minutes. Share your current needs, pain points and wish list.
We review your volume, accounts and systems, and explain what each level includes.
Reconciled books, financial statements and reporting written to be understood.
A selection of the companies and nonprofits whose monthly accounting runs through Haven Financial Services.
It is a data gathering conversation. Our goal is to understand your business, your accounting needs and your style of operating, so we can determine the right fit. We will also share how we serve our clients.
Levels are set by the number of accounts we maintain and the transactions you run each month, and build from monthly bookkeeping and reporting up to payroll, bill payment, receivables and a regular check-in with your accounting team. The Packages page sets out all six.
Essentials starts at $497 a month for 1–3 accounts and up to 100 transactions. Starter is $997, Professional $1,497, Advanced $2,497 a month for up to 1,000 transactions, and Premium $3,497 a month for up to 1,500. Custom is priced upon assessment. The Packages page sets out what each level includes.
Yes. Levels are designed to move with you. As your accounts or transaction volume grow, we move you up; if things change the other way, we move you down.
You get a whole function — bookkeeping through to CFO-level input — at the level you need it, instead of hiring for each role. Most clients come to us because a full finance team is not yet realistic.
We look at where your books are today, what you need, and whether we are the right fit. No obligation.
Questions before you book? Email amy@havenfs.com