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Our Team

Jordan Leabman, BA

Bookkeeper

Jordan joined the Harbor Asset team in 2017 after graduating from the University of Vermont.  Jordan manages the books for more than 20 small businesses, including wholesalers, contractors, appraisers, therapists, medical practices, and a non-profit animal shelter.

Background:

Working remotely for clients across the country, Jordan provides full-service bookkeeping, starting with setting up a company in QuickBooks. Jordan manages income and expenses, accounts receivable and payable, and assets and liabilities. Knowing the importance of having accurate financials at your fingertips, Jordan uses application programming interface (API), along with mapping, to integrate banking, payroll, point of sale, loan, and credit card accounts with QuickBooks.

Capturing data daily keeps your books current. Monthly account reconciliations ensure accuracy. Setting up and managing payroll, tracking and issuing 1099s, and creating cloud-based record-keeping is essential to ensuring your company operates smoothly. Receiving monthly and year-end financial reports means you will always be informed about your business. Year-end collaboration with your accountant streamlines tax preparation. Jordan’s goal is to save you time and money, allowing you to focus on what you do best – running your business.

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

Have any questions about our company? 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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