Haven

Haven offers a modern, full-stack financial solution specifically designed for the fast-paced environment of startups, e-commerce businesses, and agencies. It replaces the need for multiple consultants and disjointed software by integrating AI-powered technology with a dedicated team of expert CPAs from top firms like KPMG, PwC, and Deloitte. The platform is built to handle the entire financial stack, from daily bookkeeping and monthly reconciliations to complex business tax filings and lucrative R&D tax credits, allowing founders to put their finances on autopilot and concentrate on scaling their business.

The core of Haven's service is its unique hybrid model. It leverages sophisticated software, likely incorporating AI and machine learning, to automate tedious tasks like transaction categorization and financial statement preparation, ensuring precision and efficiency. This technology is complemented by unlimited, real-time access to human experts. Instead of support tickets and long waits, clients can communicate directly with their dedicated accounting team via Slack, receiving answers to critical financial questions in minutes. This startup-native approach understands the unique metrics and challenges of growing businesses, such as burn rate, runway, and board-ready reporting.

How to use Haven

Getting started with Haven is a streamlined process designed to integrate seamlessly into your workflow:

1. Book a Consultation: Schedule a call with a Haven expert to discuss your business's specific financial needs, from monthly expenses to corporate structure.
2. Seamless Onboarding: Connect your existing financial accounts and tools. Haven's team handles the migration and setup, ensuring a smooth transition.
3. Automated Financial Management: Once onboarded, Haven takes over. Their AI-powered platform and expert team manage your bookkeeping, reconciliations, and financial reporting automatically.
4. Real-Time Communication: Access your dedicated team of CPAs and bookkeepers directly through a shared Slack channel for any questions, strategic advice, or urgent requests.
5. Stay Compliant and Optimized: Haven proactively manages your tax obligations, including business tax filings and R&D credit applications, ensuring you stay compliant and maximize your financial benefits.

Core Features of Haven

• AI-Powered Bookkeeping: Automated transaction categorization, bank reconciliations, and monthly financial close processes for accuracy and speed.
• Comprehensive Business Tax Services: End-to-end management of all business tax filings, including Forms 1120 and 1099, ensuring compliance and maximizing deductions.
• R&D Tax Credit Management: A full-service offering that handles the entire R&D credit process, from the initial study and Form 6765 filing to applying the payroll credit.
• Integrated Founder Tax Services: A unified solution for managing both your startup’s finances and your personal tax returns in one place.
• 24/7 Expert CPA Access: Direct, real-time access to a team of experienced CPAs via Slack, eliminating support tickets and delays.
• Board-Ready Financial Reporting: Preparation of professional financial statements, including P&L and Balance Sheets, ready for investor meetings and board reviews.

Use Cases for Haven

Haven is ideal for a range of businesses that need expert financial management without the overhead of an in-house team:

• Early-Stage Startups: Founders can establish a solid financial foundation from day one, ensuring their books are clean and investor-ready.
• High-Growth Tech Companies: Manage complex accounting needs like deferred revenue, stock-based compensation, and detailed burn rate tracking.
• E-commerce Businesses: Handle complexities such as inventory management, cost of goods sold (COGS), and multi-state sales tax.
• Digital & Creative Agencies: Streamline project-based accounting, track profitability, and manage contractor payments efficiently.

Advantages of Haven

Haven stands out by offering a unique combination of technology and personalized service:

• Full-Stack Solution: A single, integrated partner for bookkeeping, taxes, and R&D credits, simplifying your financial operations.
• Startup-Native Focus: The service is built around the specific needs and pace of startups, understanding key metrics and challenges.
• Hybrid Human + AI Model: Blends the efficiency of automation with the strategic insights and accuracy of seasoned financial professionals.
• Unmatched Customer Support: Industry-leading response times with a dedicated team available on Slack, providing a highly personal and efficient support experience.

Pricing and Plans

Haven offers transparent, scalable pricing tailored to your business's size and complexity.

• Bookkeeping Services: Pricing is based on a sliding scale of your monthly expenses. For example, a business with up to $20,000 in monthly spending starts at $300/month. The price adjusts for businesses with higher spending or more complex needs (e.g., crypto, inventory, usage-based billing).
• Tax Services: Business and founder tax filings are priced separately from the bookkeeping service. A custom quote is provided based on the complexity of the returns.
• R&D Tax Credits: This service operates on a contingency-fee basis. You only pay a percentage of the credit you successfully receive, meaning there is no upfront cost.

To get a precise quote, businesses are encouraged to book a call with the Haven team.