What We Do

With offices in New York, Atlanta, and Miami, The Haven has built its reputation managing the finances of athletes, entertainers, and entrepreneurs. Today, we extend that same expertise to small and mid-size businesses through our Fractional CFO services—delivering executive-level financial oversight without the cost of a full-time hire.

Bookkeeping

Expense tracking, reconciliations, and budgeting.

Accounting

Comprehensive reporting: weekly, monthly, quarterly, and annual statements.

Tax Strategy & Preparation

Planning and filing for all entity types, designed to minimize liability.

Fractional CFO

High-level financial leadership and strategy, giving you the benefits of a CFO or CPA without the overhead.

Beyond the Numbers

At The Haven, financial management goes beyond statements and spreadsheets—it’s about giving you clarity, confidence, and strategy. Every client receives guidance tailored to their goals, so success is sustainable in business and in life.

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What We Do

Beyond the Numbers

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