Outsourced Accounting & CFO Services

Audit & Compliance Support

Prepared schedules and a clean audit trail.

Audit schedule preparation
Supporting documentation
Direct liaison with auditors
5.0
Free 30 minute clarity call
Free 30 minute clarity call
WHAT THIS INCLUDES
Audit & Compliance Support
Scoped to your business
Included
Audit schedule preparation
Included
Supporting documentation
Included
Direct liaison with auditors
Included
Reporting you can read
Professional services—Real estate—Nonprofits—E-commerce—Construction—Healthcare—Creative agencies—Orange County, CA—Professional services—Real estate—Nonprofits—E-commerce—Construction—Healthcare—Creative agencies—Orange County, CA—Professional services—Real estate—Nonprofits—E-commerce—Construction—Healthcare—Creative agencies—Orange County, CA—Professional services—Real estate—Nonprofits—E-commerce—Construction—Healthcare—Creative agencies—Orange County, CA—
01
01Why it matters
01

The problem

An audit is coming and the supporting schedules do not exist yet.

Sound familiar?
02

How we handle it

We prepare the schedules, assemble the supporting documentation and work alongside your auditors so the process runs to plan.

Audit & Compliance Support
03

What you get

Prepared schedules and a clean audit trail.
The outcome
04

Who does the work

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

A qualified team
02
02What you get
01

Audit schedule preparation

Audit schedule preparation
Supporting documentation
Direct liaison with auditors
Follow-up on audit points
1 of 4 · included in Audit & Compliance Support
02

Supporting documentation

Audit schedule preparation
Supporting documentation
Direct liaison with auditors
Follow-up on audit points
2 of 4 · included in Audit & Compliance Support
03

Direct liaison with auditors

Audit schedule preparation
Supporting documentation
Direct liaison with auditors
Follow-up on audit points
3 of 4 · included in Audit & Compliance Support
04

Follow-up on audit points

Audit schedule preparation
Supporting documentation
Direct liaison with auditors
Follow-up on audit points
4 of 4 · included in Audit & Compliance Support
03
03Our process
01

Book a clarity call

Speak to our team about your financial goals
Discuss the challenges you are facing
Define what you want your finances to look like
02

Assessment and fit

We review your volume, accounts and systems
We explain what each level includes
You choose the level that matches your needs
03

Clarity, every month

Reconciled books and financial statements
Reporting written to be understood
A team that is available when you need them
In good company

Businesses that trust us with this work.

A selection of the companies and nonprofits whose accounting runs through Haven Financial Services.

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
04Packages

Priced by the volume you actually run.

Audit & Compliance Support is scoped around your business on the clarity call and priced upon assessment. Levels are set by the number of accounts we maintain and the transactions you run each month.

custom
Scoped here
Essentials
$497/month
  • 1–3 accounts
  • Up to 100 transactions a month
  • Monthly bookkeeping
  • Monthly financial reporting
Scoped here
Starter
$997/month
  • 1–3 accounts
  • Up to 300 transactions a month
  • Payroll accounting
  • Bill payment
Scoped here
Professional
$1,497/month
  • 4–6 accounts
  • Up to 750 transactions a month
  • Accounts receivable
Scoped here
Advanced
$2,497/month
  • 7–10 accounts
  • Up to 1,000 transactions a month
  • Monthly check-in with your accounting team
Scoped here
Premium
$3,497/month
  • 7–10 accounts
  • Up to 1,500 transactions a month
  • Higher volume: up to 1,500 transactions a month
Scoped here
Custom
Upon assessment
  • Assessed individually
  • Built around your volume
  • Clean-up and catch-up
  • System and process set-up

Not sure which level fits? Bring a rough transaction count to the call and we will tell you. Compare every level →

05Questions

Before you book the call.

Which level includes Audit & Compliance Support?

Audit & Compliance Support is scoped around your business on the clarity call and priced upon assessment. We confirm the right level on your free clarity call.

How do I get started?

Book a call so we can carry out an assessment and give you clarity. You will meet one of our team and share your current needs, pain points and wish list. We will then explain what our services involve and find the level that fits.

What happens on the free consultation?

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.

How much does it cost?

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.

Can I switch plans later as my business grows?

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.

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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