Senior financial judgement, without a full-time hire.
The decisions have outgrown the bookkeeping, but a full-time CFO is not realistic.
Fractional CFO support for the decisions that matter — pricing, growth planning, capital and structure — grounded in your own numbers rather than general advice.
Every accountant on our team holds an accounting degree. What clients notice is the professionalism and the responsiveness.
A selection of the companies and nonprofits whose accounting runs through Haven Financial Services.
CFO Advisory Services 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.
Not sure which level fits? Bring a rough transaction count to the call and we will tell you. Compare every level →
CFO Advisory Services is scoped around your business on the clarity call and priced upon assessment. We confirm the right level on your free clarity call.
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.
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.
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.
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
