dedicated to helping small businesses become the most successful they can be by effectively and efficiently utilizing financial reporting.

Home

 

Helping Small Businesses Since 2019

From Harrison

I began my career in bookkeeping and accounting February of 2014 at Wicks, Brown, Williams and Company in Sebring, Florida where I worked part time answering phones, scanning documents, and anything else that the staff needed. After several months, I began to take on more responsibilities with bookkeeping tasks and basic tax work which led into working full time in January of 2017. From that time until April of 2019, I was able to prepare hundreds of individual, corporate, partnership, and trust tax returns for wonderful clients under the guidance of the partners and staff at Wicks. When tax season was not in full throttle, I worked with dozens of clients ranging from full service bookkeeping and payroll services to getting clients set up with QuickBooks.

In May of 2019, I moved to Montana to try something completely different and try out the cold. When arriving in Montana, I worked part time at Gregory’s Tax Service in Missoula. The team at Gregory’s is incredible and has a very well known and respected name in Missoula. After several months working at Gregory’s, I then transitioned to a different path working from home for Wilson and Associates. Lorraine was a major influence in my life and really helped teach me the importance of day to day bookkeeping for clients, not just year end books for taxes. Both sides of the books are incredibly important, and working with Lorraine helped me understand the side I had less experience with. After several months working with Lorraine and the team at Wilson and Associates, I made a difficult decision to leave the remote position. This is when I started a job as an accounting assistant at Rocky Mountain. This was a completely new experience for me; working for one big company in one set of books was always something I dreamed of. RMBIO is a bio-tech company that produces a vast amount of serums, buffer solutions, and lots of other science stuff that makes sense to people much smarter than me. I was able to work with many incredible people in Montana, South Korea, and Singapore. My time at RMBIO taught me a whole bunch of new stuff including Microsoft NAV, dealing with massive inventory, creating practical accounts payable and accounts receivable processes, and working with multiple different departments. After working at RMBIO, I realized that Florida Man will always be a Florida Man meaning that Montana was much too cold for me. I am incredibly thankful and blessed to have all that time in Montana. There was a lot of life experiences in those two years that brought me to where I am today - I would not change a thing and will always be grateful to each and every person and business that helped bring me to the place that I am in today.

The main objective of Havery Services is to help clients have the most accurate bookkeeping throughout the year so they can make great financial decisions based on great books. Havery Services prepares tax returns, but loves to work with existing CPA’s for a mutual beneficial relationship.

 

☎ CONTACT

harrison@haveryservices.com
(863) 202 6182

 

Areas of Practice


Full service bookkeeping

Are you a hard working business owner that doesn’t have time to keep the books? That’s why we are here! Let Havery Services pay your bills, take care of payroll, input and reconcile all your income and expenses, and offer consulting when needed. We are here for you and your business in every way possible and are thrilled to be a part of your team!


payroll

There are many payroll options out there for your business. Even if you do not decide to use Havery Services, let’s talk about the best options for you. We can offer full service payroll including paying federal and state taxes.


Training in quickbooks

New to QuickBooks Desktop or Online? Havery Services has extensive training, experience, and certifications to make sure you are navigating QuickBooks the best way for your business. We will sit down with you, in person or virtually, and walk through the basics or the more complicated workings of QuickBooks.


bill pay

Hard working business owners can sometimes forget to get those bills paid on time. We can help, even if you are not located in Missoula. There are many options out there for virtual bill pay to keep everything in order. Let us take care of the smaller details.


Schedule c - e - f tax help

Do you have a side hustle going on? One rental property or a dozen? How about a farm or ranch? We can help with all of those! We have many tips to make sure you are paying the right amount of taxes and to save some CPA fees during tax time (plus, having Havery Services helping with your schedules will make your CPA a happy accountant!)


CONSULTING

Need some help getting your books in order? We can help! Let us sit down with you, look at your bookkeeping together, and see what can be done better. We will walk though the most effective and efficient ways to move forward. We want to ensure that your books get cleaned up and are ready for your accountant long before the stress of tax season starts.

 
 

 
 
You can have everything you want in life if you just help enough others get what they want first
— Zig Ziglar
 
 

 
 
 

Let's Chat.

What’s going on? Leave us some basic information about you and your business. We will get back with you as soon as possible. If you are too stressed out, give us a call. Leaving some details about your business or what you would like some guidance on would be greatly appreciated.

For job opportunities, please email us your resume. We’re always looking to grow, move ahead, and to help more individuals and businesses!