Why Haven

Financial clarity creates freedom, focus and stronger decisions.

Outsourced accounting and strategic financial guidance that helps business owners understand their numbers, strengthen cash flow, and make confident decisions.

Book your clarity call→ See the levels
5.0
Rated 5.0 from 3 reviews on Yelp
What you can count on
0+
Businesses served
2014
Serving Orange County since
10
Qualified accountants
30min
Free clarity call
  • Every accountant on the team holds an accounting degree
  • Move up or down a level as your volume changes
  • No obligation, and no pressure to decide on the call
The difference

What changes when the books are handled.

Month-end arrives and the numbers still are not ready.

Reconciled books and a monthly reporting pack you can actually read.

Revenue looks fine on paper, yet the bank balance keeps surprising you.

Visibility of what is coming in, what is going out, and what is left.

Bills sit in an inbox until somebody chases, and suppliers are paid late or twice.

Bills approved, scheduled and paid without you chasing them.

The books are behind, or you inherited a set you do not trust.

Books brought current and verified from a clean base.

The decisions have outgrown the bookkeeping, but a full-time CFO is not realistic.

Senior financial judgement, without a full-time hire.
How we work

Four things you can expect, every month.

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.

What we believe

Good accounting buys you four things.

  • Financial clarityKnow what the numbers mean, what matters now, and what to do next.
  • Stronger operationsAccurate books, reliable reporting and processes that scale.
  • Confident decisionsTimely insight to plan, invest, hire and grow with less uncertainty.
  • Peace of mindReplace financial stress and guesswork with control, consistency and trust.
Why we exist
“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.”
Khristine Valdez
Khristine ValdezFounder & CEO, Haven Financial Services
Our clients

The businesses that trust us with their numbers.

Owner-run companies, professional-service firms and nonprofits — across construction, healthcare, real estate, food, aerospace and community work.

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
In their words

Owners who stopped guessing.

Business owners who were in the dark about their numbers, in their own words. No names changed, no quotes trimmed for effect.

“
Haven Financial has been an absolute game-changer for my businesses. Their client-first approach, in-depth accounting knowledge, and succinct monthly reporting have given me the clarity and headspace I need to make informed decisions and focus on what I do best: business operations.
JB
Jamie Bateman
CEO, Labrador Lending
“
Haven are rock stars. We have the best monthly financial package of any business I know, that is our size (30 employees and 20 tight-knit independent contractors). They even help us document our financial processes, and guide our employees in the invoicing and collections process. I could not recommend a business more strongly.
PF
Pete Fowler
CEO, Pete Fowler Construction Services
“
We’ve had an incredible experience working with Haven Financial. Their deep knowledge of real estate and strong background in taxes have been invaluable to our business. Not only do they provide clear, digestible financial reports — making it easy for someone without an accounting background to understand — but they also serve as a trusted resource for structuring new business ideas and refining our financial strategies.
JT
Joe Taylor Group
Real estate
“
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.
MS
Michael Santos
CEO and 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.
SH
Susan Howington
CEO, Power Connections Career Services, Inc.
“
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.
SR
Steve Rovithis
CEO, Rovi Homes
“
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!
LK
Lisa Kleissner
Board Chair and Co-Founder, Hawai‘i Investment Ready
“
As a female small business owner I face many challenges and often have my head down to the grind. Having these ladies who believe in the impact of our company by my side to help with tracking our progress and all the things that fall in the cracks will allow us to scale and have a greater reach creating positive change in the local seafood industry! Tremendously blessed to have found Haven.
AW
Ashley Watts
CEO, Local I’a — woman-owned fishery in Hawaii
Who we serve

Owners who need reliable books and better visibility.

Growing small businesses, professional-service firms, real estate businesses and nonprofits — for-profit and not-for-profit alike. If we are not the right fit, we will say so on the call.

14
Solutions, from bookkeeping to CFO advisory
6
Levels of support, matched to your volume
0+
Businesses served
M–F
9:00am to 5:00pm Pacific
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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