Industry Experience

Industry Experience

Whether you're a seasoned investor, entrepreneur or a young, fast-growing company, we have extensive expertise to meet your accounting needs.
Save Time

Save Time

In this fast paced world, managing cash flow can be a constant challenge. Let our experts handle your accounting needs, saving you time and ensuring your finances are always in order.
Elevate Your Business Performance

Elevate Your Business Performance

As your company grows, instinct alone won't suffice. With a dedicated accounting partner monitoring the numbers, you can make strategic adjustments that pave the way for long-term success and growth.
Trusted Accounting

Trusted Accounting

Rest easy knowing your finances are in expert hands. We handle your books with the same care as our own, ensuring accountability and confidentiality in everything we do.

Our Services

Service Packages

We offer a variety of service packages for real estate professionals
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Our Process

Your Financial Success, Our Promise

01

Book a Complimentary Call

Speak to our expert team about your financial goals

Discuss any challenges you are facing.

Define your vision for your financial future.

Book a Complimentary Call

02

Select a Service Package

Emerging Entrepreneur - includes two accounts of upkeep
OR

Bronze - 300 transactions/mo & monthly reports

Silver - 750 transactions, reports & forecasts

Gold - 1,000 transactions, process improvements

Select a Service Package

03

Financial Reports

Sit Back and Get Clarity with Financial Reports

Key Metrics

Performance Graphs

Budget vs. Actual Reports

Financial Reports

Mission

Our Mission

At Haven Financial Services, we are dedicated to delivering exceptional outsourced accounting services with a commitment to accuracy, responsiveness, and unparalleled customer service. Our mission is to support companies through every stage of their growth, providing expert financial guidance and innovative solutions that drive success and foster long-term partnerships. We strive to be the trusted partner that empowers businesses to achieve their fullest potential with precision and excellence.

Who we are

Meet our team of experts

Guiding you towards prosperity, one strategic decision at a time
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Onboarding Coordinator

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Testimonial

Our customer reviews

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Jamie Bateman

CEO of Labrador Lending

Haven Financial has been an absolutely 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.

Michael Santos

CEO and Founder,
Living Well Home Care

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.

Susan Howington

CEO,
Power Connectins
Career Services, Inc.

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.

Lisa Kleissner

Board Chair and Co-Founder,
Hawai'i Investment Ready

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!

Ashley Watts

CEO of Local I'a,
Woman owned fishery in Hawaii

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.

Steve Rovithis

CEO of Rovi Homes

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. I would definitely recommend Haven Financial to others looking for CFO services.

Schedule Your Call With Khristine Valdez

Free 15 Minute Demo Call

By the end of this demo call, you will have a clear understanding of the next steps you can take your business estimate of your future revenues and expenses

Find a time on Khristine’s calendar to schedule your call today and we look forward to speaking to you soon!

THIS AUDIT CALL IS PERFECT FOR:

➡️ Businesses seeking financial clarity

➡️ Businesses committed to optimizing their financial processes

➡️ Businesses leveraging QuickBooks for precise financial control

➡️ Businesses who value proactive financial oversight

➡️ Businesses aiming to maximize the power of QuickBooks, ensuring a robust financial management system is in place

Book a free consultation call

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Schedule Your Call With Khristine Valdez

Free 30 Minute Demo Call

By the end of this demo call, you will have a clear understanding of the next steps you can take your business estimate of your future revenues and expenses. 

Book a free consultation call