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Choose the right financial support for your business

 

Fractional CFO, tax, and accounting services for North Carolina business owners.

Not sure which fits? Fractional CFO is for owner-operated businesses, usually $2 million or more in revenue. Tax and Accounting is for small business tax, planning, and bookkeeping.

The Harbor Creek Financial partners on a marina dock in Wilmington

300+

North Carolina businesses served

2×

Every return reviewed twice before it is filed

12 months

Year-round support, not just April

Wilmington

Based in NC, virtual-first, in person when you want it

Start with the problem, not the service

Pick the line that sounds like your business. Each one leads to the service built for it.

Best for owner-operated businesses, usually $2M+ in revenue.

✓  Cash visibility and forecasting

✓  Monthly financial reporting

✓  Finance leadership for better decisions

Fractional CFO Services

Tax and Accounting Services

Best for North Carolina business owners who need dependable business tax and accounting support.

✓  Business tax preparation and planning

✓  Monthly bookkeeping

✓  Ongoing compliance support

The Harbor Creek Financial team on a marina dock

You should always know where your business stands.

Current numbers, a plan before the deadline, and a team that knows your business.

✓  A full team behind every engagement

✓  Experienced guidance in plain language

What happens when you get in touch

One clear next step, whichever service you choose.

1

Complete a short form

A few questions about your business. About two minutes.

2

Book a consultation

A paid working session with a partner, by video or at our office.

3

In-depth review

Your books, your cash, your structure, and what is getting in the way.

4

Clear next steps

The level of support that fits, in writing, and why.

BUILT AROUND THE SYSTEMS YOUR BUSINESS ALREADY USES

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Common questions

Where do you work, and how do we meet?

We work with businesses based in North Carolina. Most meetings are virtual. We are glad to meet in person at our Wilmington office.

What does it cost to get started?

Each service starts with a paid consultation with a partner. The fee and length are on each service page.

Do I need to use specific accounting software?

For CFO services, no. For tax and bookkeeping, we work in QuickBooks Online, and we can talk about switching during the consultation.

What if my books are behind?

That is common. We tell you where they stand, and any cleanup is scoped and agreed separately before work begins.

Not sure where to start? Get in touch.

Tell us a little about your business and we will point you to the right next step.

Contact Harbor Creek Financial

100 Old Eastwood Rd, Building B

Wilmington, NC 28403

(910) 408-3094

admin@harborcreekfinancial.com

Already a client? Email admin@harborcreekfinancial.com or call (910) 408-3094.

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