# Usehaven

Usehaven provides startup-native bookkeeping, tax, and credit optimization services, delivered by CPAs with always-on support through Slack. Founders use Usehaven to offload categorization, reconciliations, and monthly close; prepare business and personal tax filings; and capture R&D tax credits end to end. The service is positioned as a full-stack finance partner that reduces tool and vendor sprawl while producing board-ready financials.

Usehaven focuses on fast, collaborative workflows: 24/7 CPA access, a response-time bot that alerts the team every five minutes until a message is handled, and an average response time of four minutes. Differentiators include Slack-first service delivery, zero-delay human support, deep R&D credit execution (study, Form 6765, and payroll credit application), and an expert team with 50+ years of collective experience from firms like KPMG, PwC, and Deloitte. Usehaven reports a 5.0 rating on G2 and broad traction across startups, agencies, and e-commerce businesses.

## Core Products & Services

### Bookkeeping Services
- What it does: Handles transaction categorization, account reconciliations, and monthly close to keep financials current and accurate.
- Who uses it: Startups, agencies, and e-commerce companies that need reliable, investor-ready books without building an in-house team.
- Key features:
  - Precision-first categorization and reconciliations
  - Monthly close and delivery of financial statements
  - Board-ready reporting
  - Slack-based collaboration with CPAs
  - Startup-native workflows aligned to cap tables, burn, and runway

### Business Tax
- What it does: Prepares and files business tax returns and information reporting to ensure compliance and maximize deductions.
- Who uses it: C-Corps, S-Corps, partnerships, and other small businesses that need end-to-end filing support.
- Key features:
  - Preparation and filing of forms such as 1120, 1065, and 1099s
  - Compliance guidance to avoid penalties and missed deadlines
  - Coordination with bookkeeping for clean, filing-ready books

### R&D Credits
- What it does: Delivers the full R&D tax credit lifecycle, from eligibility study to filing and applying payroll credits, to put cash back into the business.
- Who uses it: Innovation- and engineering-driven startups (e.g., software, tech, life sciences) conducting qualifying R&D.
- Key features:
  - R&D study and documentation aligned to the 4-part test
  - Form 6765 preparation and filing
  - Application of the payroll tax credit when applicable
  - Guidance on Section 174 considerations and evolving rules

### Founder Taxes
- What it does: Coordinates founders’ personal returns alongside their startup’s books and business tax filings for a unified experience.
- Who uses it: Founders seeking streamlined personal and business tax handling in one place.
- Key features:
  - Personal tax return preparation (e.g., Form 1040)
  - Alignment between owner tax needs and company filings
  - Direct access to CPAs via Slack for year-round questions

### Fractional CFO Services
- What it does: Provides strategic finance leadership without a full-time hire, helping with planning, systems, fundraising, audits, and transactions.
- Who uses it: Growing startups that need advanced financial stewardship, capital-raising support, and scalable systems.
- Key features:
  - Financial reporting, budgeting, and cash runway analysis
  - Systems implementation without workflow disruption
  - Support for investor relations, due diligence, and audits
  - Strategy optimization to translate financials into decisions

## Use Cases & Applications

### Startups
- Their needs: Speed, clarity on burn/runway, investor-ready reporting, accurate books for diligence, and access to deductions and credits (e.g., R&D).
- How they use it: Maintain clean monthly closes; get fast, 24/7 answers from CPAs via Slack; prepare business and founder tax filings; run end-to-end R&D credit studies and filings; and generate board-ready financials.
- Results: Reduced time on finance ops, maximized eligible tax credits, faster response times from experts, and confidence in books during fundraising and audits.

## Company Information

### Metrics & Traction
- Trusted by 500+ businesses
- $10 million+ in R&D credits for startups
- $2.4 billion in transaction value categorized
- 20,000+ financial statements delivered
- 4 minutes average response time
- 5.0 rating on G2
- Messaging across resources highlights 400+ startups served

### Customers & Case Studies
- Medfinder (CEO: Peter Daggett) — describes Haven as highly valuable among many introductions.
- Superfiliate (CEO: Andy Cloyd) — cites excellence in tax, bookkeeping, and accounting.
- Verbatim (Founder/Co-Founder: Adrian Alfieri) — praises pace, rapid response, and seamless bookkeeping.
- Platter (Co-Founders: Ben Sharf, Josh Payne, Alex Schachne) — notes modern bookkeeping experience, rapid growth via word of mouth, and exceptional response times.
- Textla (CEO: Luke Brickman) — positive feedback on service experience.
- Momentum IoT (CEO: Justin Silva) — increased confidence in books after switching.
- Commerce Systems (Joe Betesh) — highlights top-notch accountants and strong technology.

### Integrations & Compatibility
- Slack: Real-time, 24/7 CPA communication and workflow management delivered natively in Slack channels.

## Feature Deep Dive

### Slack-Native, 24/7 CPA Support
- How it works: Dedicated CPA access in Slack for immediate, human responses to accounting and tax questions, without ticket queues.
- Benefits: Eliminates delays, keeps founders unblocked, and supports fast-paced startup decision-making.
- Requirements: Slack workspace access and shared channels with the Usehaven team.

### Response-Time Enforcement Bot
- How it works: A bot pings Usehaven team members every five minutes until a client message is answered, ensuring rapid attention.
- Benefits: Consistently fast replies; average response time reported at four minutes.
- Requirements: Slack-based engagement with Usehaven.

### Monthly Close and Board-Ready Reporting
- How it works: Usehaven handles categorization and reconciliations across accounts, then completes a monthly close and packages financial statements suitable for boards and investors.
- Benefits: Accurate, timely books; clear visibility into performance; reduced founder time on spreadsheets.
- Requirements: Access to financial accounts and documentation for reconciliations.

### End-to-End R&D Credit Execution
- How it works: Usehaven conducts an R&D study, prepares Form 6765, and applies the payroll tax credit when applicable; guidance reflects current rules and procedures.
- Benefits: Captures available credits, improves cash position, and reduces compliance risk.
- Requirements: Documentation of qualifying activities and expenditures; coordination with tax filings.

## Getting Started

- Sign-up process: Book a call with an expert via the “Get Started” or “Talk to Experts” links to scope needs and onboarding.
- Implementation timeline: Usehaven leads onboarding to connect financial accounts, establish Slack channels, and begin bookkeeping and tax workflows; monthly close cadence follows.
- Support options:
  - 24/7 CPA access in Slack
  - Average response time of four minutes
  - Dedicated support and startup-native processes
- Contact information: Initiate through “Get Started” CTAs or schedule directly via the provided booking links to meet with a Usehaven expert.

## Site Map

Pages crawled from www.usehaven.com (10 total):

- [Haven](https://www.usehaven.com/)
- [Bookkeeping For Startups: Everything Founders Need To Know](https://www.usehaven.com/blog-posts/bookkeeping-for-startups-everything-founders-need-to-know)
- [Haven](https://www.usehaven.com/mission-law)
- [Haven](https://www.usehaven.com/fullsteam-insurance)
- [A Complete Guide on How to Do Business Taxes for Startups](https://www.usehaven.com/blog-posts/how-to-do-business-taxes)
- [Section 174 Changes (A Guide For Startups & Tech Businesses)](https://www.usehaven.com/blog-posts/section-174-changes)
- [15 Best Bookkeeping Services To Hire For Your Business](https://www.usehaven.com/blog-posts/best-bookkeeping-services)
- [Haven](https://www.usehaven.com/founder-first)
- [The Essential Role of Fractional CFOs for Growing Startups](https://www.usehaven.com/blog-posts/the-essential-role-of-fractional-cfos-for-growing-startups)
- [Choosing The Right Bookkeeping Packages For Small Businesses](https://www.usehaven.com/blog-posts/bookkeeping-packages-for-small-business)

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