Near freed up 25% of founder time and cleaned 5 years of messy books by outsourcing bookkeeping with Haven
5
Years of books rebuilt
<3
Month turnaround
25%
Founder time freed
“Before Haven, I was spending a quarter of my week manually fixing bookkeeping issues. Now, I don’t even think about it. Everything just works.”
Introduction
Company Overview
Near helps U.S. startups and enterprise teams build and manage remote employees across Latin America. From sourcing to payroll, benefits, and compliance, Near handles the full lifecycle of hiring for any role that can be done remotely — from junior accountants to senior engineering leads.
Trusted by fast-growing companies like Function Health, Expensify, and Deel, Near gives its clients access to world-class talent while handling the complex operational layer of running distributed teams.
Challenge
A low-cost accountant left Near with five years of broken books and accounting headaches
Before Haven, Near worked with 1-800-Accountants, paying for what seemed like a simple bookkeeping solution.
But the service was slow, unresponsive, and riddled with errors. Their dedicated accountant only communicated through a clunky portal that constantly crashed, and the QuickBooks–Deel integration was set up incorrectly, which threw off every financial report.
“We were paying for bookkeeping, but ended up doing half the work ourselves. The integration was wrong, the reports were off, and the support was nonexistent.”
As a result, Near’s founder spent nearly 25% of his time manually tracking expenses in spreadsheets just to keep the business financially clear.
Near needed a financial partner that could combine quick results, accuracy, and startup-level responsiveness — without sacrificing technical depth.
By partnering with Haven, Near gained a completely outsourced finance and accounting team built to move at startup speed and restore financial clarity.
Solution
Haven rebuilt Near’s entire financial foundation with clean, automated bookkeeping built for a global team
Near evaluated several accounting options, but each one moved too slowly. Most firms took days or even a week to deliver a proposal and couldn’t offer real-time communication.
Haven stood out immediately.
Founder Cyrus’ hands-on approach, instant response times, and clear scope of work gave Near the confidence to make the switch.
The Haven team promised not just to take over the books but to rebuild them entirely — included as part of the ongoing monthly engagement.
“Every other firm said they’d follow up later. Haven replied right away, joined our Slack, and started fixing the books that same week. That’s what made the difference.”
In less than three months, Haven completed a full reconstruction of Near’s financial history from 2020 through present day.
They cleaned up every transaction, corrected the QuickBooks-Deel integration, and identified key tax and compliance issues that had gone unnoticed for years.
The result was a single source of truth for Near’s financials, fully reconciled and ready for review.
“They didn’t just fix what was broken. They rebuilt our systems from the ground up and made them work exactly how they should.”
