0
Client Reviews
N/A
Minimum Annual Revenue
N/A
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We work with Founders, Execs, Early employees, Investors - usually from the silicon valley tech ecosystem.
Clients usually have a NW of 750k-20M with equity compensation, K1s, rental income, etc.
Clients usually have a NW of 750k-20M with equity compensation, K1s, rental income, etc.
Clients who wouldNOTbe a good fit
Someone who has only W2 income Someone who wants us to handle international taxes
Someone who wants us to do corporate taxes
Someone who wants us to do corporate taxes
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Preferred Industries
Client Type
Services Offered
Haven's Tech Stack
About Haven
At haven, we're trying to rebuild the whole tax firm stack. We have hired some of the best CPAs in the US and are empowering them with custom software. It's a human driven experience, with software ensuring efficiency and accuracy in the background.
Clients can upload documents via email or our portal, where AI automatically sorts and categorizes everything. Our redesigned surveys are pre-filled with past information to make the process even easier. We're also building integrations with financial institutions to proactively retrieve documents for you, minimizing your workload at every step.
We also pride ourselves in measuring and maintaining a really high NPS score (90+ currently).
Clients can upload documents via email or our portal, where AI automatically sorts and categorizes everything. Our redesigned surveys are pre-filled with past information to make the process even easier. We're also building integrations with financial institutions to proactively retrieve documents for you, minimizing your workload at every step.
We also pride ourselves in measuring and maintaining a really high NPS score (90+ currently).
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
2 Client Reviews
"I've had the privilege of working with Jace long before he founded Ursa Consultants. His extensive experience as a fractional CFO, combined with his work with hundreds of startups, equips him with a deep well of knowledge to address each client’s unique needs. What truly sets Ursa apart is their personalized approach. Jace and his team genuinely care, rolling up their sleeves to tackle your challenges head-on. They offer a full spectrum of services, from accounting and tax to strategic financial guidance, ensuring comprehensive support for your business."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
