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Business Financial Planning

Our Services

Harbor Asset Planning offers a wide range of business services for your needs. Working with an experienced professional can help you or your company stay on top of important tasks, such as invoicing and payroll. We can also advise you on the latest technology, make sure your important data is backed up properly, and much more. Learn more about our business and CFO services below. Please call us with any questions.

Small Business Consulting

  • Operations, Planning and Implementation of New Systems
  • Payroll Systems
  • Human Resources
  • Employee Benefits
  • Forensic Accounting

Accounting & Bookkeeping

  • Bank and Credit Card Reconciliation
  • Invoicing
  • Accounts Receivable and Payable
  • Financial Reports
  • Monthly Sales Tax Tracking and Filing
  • Payroll Processing

Technology

  • QuickBooks Set-Up and Management
  • Inventory Management
  • Paperless Record System
  • Software Implementation

Our Services

  • Retirement Planning
  • College Savings
  • Business Financial Planning

Looking for more information about our services? Drop us a line, we’d love to chat.

Contact Us

Begin charting your financial strategy today.

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About Us

  • Our Company
  • Our Investment Approach
    • Table of Fees for Services
  • Our Promise
  • Our Team
    • Ellen D. Ginsberg, JD, MALD, CFP
    • Scott H. Leabman, JD
    • Jordan Leabman, BA

Our Services

  • Retirement Planning
  • College Savings
  • Business Financial Planning
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