Haven cleans the books up, keeps them current on a weekly checklist, and closes each month into a financial package you can make decisions from.
Services
Accounts are reconciled to bank and credit card statements so the books are accurate, and financial statements are built and presented in a form you can read without a translator.
A weekly checklist keeps every client current rather than catching up at month end. Revenue and expenses are watched for spikes and dips that fall outside the ordinary, and every client gets a custom dashboard and financial package.
Forward looking forecasts and goals, built from what you actually want the company to become, and key performance indicators put in front of each department on a regular cadence.
The same outsourced CFO experience that sits in strategic discussions about new business models, new ventures and market share, at a fraction of a full time finance hire.
Every engagement opens with an assessment and a cleanup: duplicate entries skewing the financials, receivables far too old to still be sitting there, balance sheet accounts nobody can explain any more.
Old periods are brought up to par, the chart of accounts is rebuilt, and the processes around it are made simple enough to scale with the company.
Pricing
Packages are sized by the number of accounts maintained and the transactions that run through them. Every one of them closes the month by the fifth business day and sends the financial package by the seventh.
Bronze
$997per month
Silver
$1,997per month
Gold
$2,497per month
Custom
Quotedafter review
Prices, account bands and transaction ceilings as published by the firm on myfinancialhaven.com/solutions.
Method
Before anything gets reported on, the file you already have is taken apart and put back together: prior periods corrected, transactions recategorized, the chart of accounts rebuilt around how the company actually operates. You are handed a set of books that ties to the statements and an opening position the rest of the work can stand on.
From there the work runs on a fixed weekly rhythm instead of a month end scramble, so the numbers are current on whichever day you choose to look at them. Each month closes by the fifth business day and the financial package lands by the seventh, alongside a dashboard built around the figures that actually move the company.
As the company grows, the manual parts of the process get automated and the rest is rebuilt to scale, which hands time back to whoever is currently spending it on data entry. You end up with a plan that has numbers attached to it: what the year has to look like, which department owns which figure, and what has to be true before a new venture or a new market is worth going after.
Clients
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.
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.
The Achilles heel of small and growing social businesses in Hawaiʻi is finance. Haven Financial has transformed our clientsʻ books, delivering up business analytics to help them improve their business financial and impact outcomes. Mahalo ui!
The firm
Khristine Valdez
Founder and CEO
Before Haven, Khristine was CFO for Sail Venture Partners, Teles Properties and the McMonigle Group. She started the firm after seeing how many companies around Orange County needed executive and management accounting they could not justify hiring a finance department for.
She earned her bachelor’s degree at Cal State Fullerton, and her earlier accounting work was in tax and audit, mostly for real estate and nonprofits. The monthly close now runs through a controller and a bench of senior accountants.
Mary Ann Arcenal
Controller
Cadeleine Hilario
Senior Accountant
Sanjana Kothari
Senior Accountant
Regine Velado
Senior Accountant
There is no form on this page. The number and the email below reach the firm directly.