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


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