Clear Financials.
Confident Decisions.

Stop wondering where the money is going. We provide monthly bookkeeping and financial reporting that helps you understand your numbers and stay on track.

QuickBooks Certified ProAdvisor

HarborView Financial Services is a QuickBooks Online Certified ProAdvisor, providing professional bookkeeping , financial reporting, and ongoing support for small businesses.

Meet the HarborView Team

HarborView Financial Services was founded by husband-and-wife team Chris and Tanya Duerrich.

Our path to bookkeeping began long before HarborView Financial Services was created. For decades, Chris worked closely with small business owners as a business broker, helping them prepare for growth, financing, ownership transitions, and business sales. Throughout those years, one lesson stood out again and again: business owners who understand their financials are better positioned to make informed decisions and build long-term value.

We have also owned and operated small businesses ourselves. We know what it’s like to juggle daily operations, serve customers, manage expenses, and keep everything moving forward. We’ve experienced firsthand how organized financial records can make life easier—and how difficult it can be when they aren’t.

Both of us hold bachelor’s degrees in accounting, combining formal education with years of real-world business experience. We’ve worked with entrepreneurs at many stages of the business journey and understand the challenges that come with running a small business.

Today, we help business owners stay on top of their bookkeeping, keep their records organized, and gain a better understanding of how their business is performing. Our goal is to provide dependable support, responsive service, and financial information you can trust throughout the year—not just at tax time.

At HarborView Financial Services, we believe bookkeeping should help business owners spend less time worrying about the numbers and more time focusing on what they do best.

Services Designed around Your Needs

Choose the level of support that’s right for your business. Whether you need ongoing bookkeeping, help catching up on your records, or guidance understanding your financial reports, we’ll create a solution tailored to your business, transaction volume, and financial goals.

Monthly Bookkeeping

  • Bank & Credit Card Reconciliations

  • Transaction Categorization

  • Monthly Financial Reports

  • CPA-Ready Financials

  • Email Support

Catch-Up & Cleanup

  • Bring overdue books up to date

  • Account Reconciliations

  • Error Corrections

  • Organized Financial Records

  • Updated Financial Statements

Financial Insights

  • Monthly Performance Review

  • Profitability Analysis

  • Cash Flow Discussion

  • Key Trends Explained

  • Actionable Recommendations

Ready to get started?

We believe every business owner deserves clear, reliable financial information and a bookkeeping partner they can count on. Let’s discuss your goals and determine whether HarborView Financial is the right fit for your business.