Specialized Financial Systems for Your Operations.

Generic bookkeeping doesn’t work for project-based businesses or multi-location retailers. We build financial infrastructure tailored to the unique demands of your industry.

Martha Harrington

Founder & Creative Director


Manual invoicing was a constant headache that left us blind to our actual cash flow. Now that our systems are automated, we have the real-time visibility needed to focus on growth.


INDUSTRY

B2B Professional Services (e.g., Marketing Agency, Consulting Firm)


CHALLENGES
  • Manual, error-prone invoicing process.
  • Limited visibility into monthly cash flow.
  • Inefficient data flow between CRM and accounting.

HOW HARBOR HELPED
  • Automated invoicing and collection workflows.
  • Implemented real-time cash flow dashboards.
  • Integrated Xero with their CRM.

David Miller

Principal Contractor & Owner


Messy job costing and disorganized vendor payments were draining our profit and our personal time. We finally have a streamlined system that tracks every project’s profitability and gives us our weekends back.


INDUSTRY

Construction & General Contracting


CHALLENGES
  • Business growth became too much for his wife to manage on nights and weekends.
  • Lack of accurate job costing meant they didn’t know which builds were actually profitable.
  • Subcontractor 1099s and vendor payments were disorganized and stressful.

HOW HARBOR HELPED
  • Took over daily bookkeeping, giving the couple their personal time back.
  • Implemented strict job costing to track materials and labor per project.
  • Streamlined AP to ensure subcontractors are paid accurately and on time.

Kevin “Rusty” Vance

Managing Director


Delayed invoicing and messy record-keeping used to create constant cash flow bottlenecks and tax season dread. With our books finally cleaned up and automated, I have total clarity on my true profit margins.


INDUSTRY

Field Services & Pest Control


CHALLENGES
  • Chronically behind on books; receipts piled up on the dashboard of his truck.
  • Delayed invoicing led to severe cash flow bottlenecks.
  • Dreaded tax season due to messy, unreconciled, and inaccurate data.

HOW HARBOR HELPED
  • Performed a massive historical clean-up to get the books tax-ready.
  • Automated recurring invoicing and digital receipt capture via mobile apps.
  • Established a routine closing process so he finally knows his true profit margins.

Don’t see your exact industry?

If your business is growing and your financial operations are getting complex, we can likely help. Let’s look at your books.