Haven Financial Services
Founded in 2014, Haven Financial Services is a leader in the financial services industry working with companies all across the U.S. Our mission is to bring financial clarity to business owners so that they can make confident decisions about their future. We provide high quality Outsourced CFO and Accounting services for small-medium sized businesses that are rapidly evolving. Our services include standard accounting and bookkeeping, custom reporting, financial strategy and planning, at a fraction of the cost. We specialize in helping business owners as they grow and scale their companies. We cut down the complexities of adding new locations, growing staff and new entities. We build scalable processes from the beginning that grow as you grow. We have an excellent team of accounting professionals with a breadth of experience in various industries. We work with dedicated, motivated and talented business owners who value strategy, data and collaboration. Together, we can work to make your next business goal happen.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
22
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AP
Amy Perez
Office Manager HR · Operations
EmailPhone - KL
Karina Lozan
Accounting Manager · Finance & Accounting
EmailPhone - SR
Steven Roqueni
Senior Accounting Manager · Finance & Accounting
EmailPhone - KV
Khristine Valdez
Founder & CEO · Other
EmailPhone - PG
Priscilla Gonzalez
Marketing Coordinator · Other
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Haven Financial Services
10 distinct titles indexed · top 10 shown.
- 1accounting manager
- 1accounts payable specialist
- 1administrative social media marketing coordinator
- 1ap specialist
- 1founder & ceo
- 1haven financial services
- 1marketing coordinator
- 1office manager hr
- 1senior accountant
- 1senior accounting manager
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