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Clarity in Numbers. Confidence in Decisions.

HarborView Business Advisory provides bookkeeping, reporting, and advisory services designed to help business owners improve visibility, profitability, and operational efficiency.

About Us

Where clarity meets confident leadership.

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Bonnie Markey is the founder of Harborview Business Advisory, a firm focused on helping small businesses create organized financial operations, reliable reporting, and greater visibility into business performance.

With over 25 years of experience spanning accounting, finance, technology, enterprise sales, and fast-paced business environments, Bonnie brings a practical, process-driven approach designed to help business owners better understand their numbers, improve operational efficiency, and make more informed decisions.

Having worked across both financial and customer-facing business roles, Bonnie understands how financial visibility, operational efficiency, and streamlined workflows impact business growth. Harborview also helps businesses identify opportunities to automate repetitive financial and administrative tasks to improve efficiency and reduce manual work.

Harborview Business Advisory was built on the belief that business owners deserve more than basic bookkeeping — they deserve clear financial insight, organized reporting, and a trusted partner who can help simplify the financial side of running a business without unnecessary complexity.

Reliability

Accurate, consistent financials you can depend on every month.

Clarity

Clear reporting so you always understand where your business stands.

Efficiency

Structured processes that keep reporting timely and eliminate unnecessary back-and-forth.

Experience

25+ years of accounting, finance, and technology experience supporting business operations and decision-making.

Services

Trusted Financial Support, Built for Your Business

Month Close & Financial Reporting

Reliable monthly financials that give you a clear understanding of profitability, cash flow, and overall business performance. Financial statements are delivered consistently and organized in a way that helps you understand how your business is actually performing.

Includes:

  • Monthly close and account reconciliation
  • Profit & loss, balance sheet, and cash flow reporting
  • Expense and margin visibility
  • Monthly financial summary

Advisory

Ongoing financial insight designed to help service business owners improve profitability, control costs, and make confident operational decisions. This provides the structure and financial visibility typically found in larger organizations without adding complexity.

Includes:

  • Profitability analysis
  • Cash flow planning and forecasting
  • Budgeting and financial planning
  • Financial insight for operational decisions

Bookkeeping & Support

Bookkeeping support to keep financial records accurate, organized, and ready for reporting and tax preparation. Ideal for businesses that need structure and consistency without a full in-house accounting team.

Includes:

  • Transaction review and categorization oversight
  • Account reconciliation support
  • Catch-up and cleanup work
  • Coordination with CPA or tax preparer
Financial Clarity

Clean numbers. Better business decisions

Structured Monthly Close Process

Consistent monthly close and reporting so your financials are accurate, organized, and delivered on schedule.

  • Timely month-end close with reconciled accounts
  • Accurate financial statements you can trust
  • Organized records that support clarity and compliance
  • Reliable delivery each month with no surprises

Clear Financial Visibility

Reporting designed to show where money is being made and where costs are impacting profitability

  • Profit and margin visibility by category
  • Clear insight into expenses and cost drivers
  • Easy-to-read reports that support informed decisions
  • Financial clarity without unnecessary complexity

Efficient, Systems-Driven Approach

Processes shaped by years in technology and operations that keep reporting streamlined and eliminate unnecessary back-and-forth.

  • Streamlined workflows that reduce manual effort
  • Well-structured systems for accurate, consistent reporting
  • Fewer follow-ups and clearer communication
  • Efficient processes designed to scale with your business

Profitability Focus

Financial insight that helps business owners control costs, improve margins, and make better operational decisions

  • Clear visibility into profit drivers and cost structure
  • Margin analysis to identify improvement opportunities
  • Expense control to support healthier cash flow
  • Insights that guide smarter operational decisions

Experienced Financial Oversight

Big-company financial discipline delivered in a practical way for growing businesses without added complexity

  • Structured financial processes built on best practices
  • Reliable oversight that supports accuracy and consistency
  • Professional-level discipline scaled to your business size
  • Clear guidance without corporate complexity
Our FAQ's

Answers To Your Questions

At Harborview Business Advisory, we believe clarity builds confidence. Our FAQ section covers common questions about our bookkeeping and advisory services, so you can understand how we support your business, simplify your finances, and help you grow.

We are being established to provide monthly close and financial reporting, ongoing financial oversight, and bookkeeping support. The focus is on delivering accurate monthly financials and clear reporting so business owners understand their numbers, stay organized, and run more profitable businesses. By keeping financial records accurate and up to date throughout the year, we help to streamline communication with your CPA, making tax preparation and year-end reporting more efficient.

We will offer tailored bookkeeping, financial reporting, and advisory services designed to give you clear insights into your finances and help you make confident business decisions.

No. Harborview Business Advisory will work alongside your CPA. Financial records are maintained and organized throughout the year so your CPA can focus on tax planning and filing, making the overall process more efficient.

Harborview Business Advisory will primarily work with growing small and mid-sized businesses, that need more than basic bookkeeping support but not a full time internal accountant or finance team— including contractors, trades, professional services, and owner-operated businesses seeking better financial visibility and operational organization.

We leverage cloud-based financial tools, reporting platforms, and workflow automation to help businesses reduce manual work and improve visibility across operations. (Examples include but not limited to: QBOA, Fathom, G-Suite, MSFT Suite, ChatGPT, Claude, Replit, SFDC)

  • Revenue growth without improved cash flow.
  • Unclear profitability across jobs or customers.
  • Delayed or inconsistent financial reporting.
  • Too much time spent managing spreadsheets and admin.
  • Difficulty understanding where money is going.
  • Disconnected systems and manual processes.

Harborview Business Advisory takes a broader approach by helping businesses improve financial visibility, streamline operational processes, leverage technology and automation, and better understand the drivers impacting profitability and cash flow. In contrast, many bookkeeping services focus primarily on data entry and historical reporting.

We aim to function as a trusted business partner — not simply a transactional bookkeeping service!

The process would begin with a consultative call to understand your business, current accounting setup, and reporting needs. From there, a monthly service structure is recommended based on the level of support required.

Have questions? We’re here to help.

E-Mail:

info@harborviewba.net

Location:

Long Island, NY

 

25+ Years Experience

Accounting, Finance

Sales & Marketing

Data and AI Tech

Google/MSFT Suite

QuickBooks Pro

SFDC/Jobber/Others

Testimonials

Trusted by Clients, Backed by Results

HarborView Bookkeeping transformed our financial processes with accuracy and clarity. Their guidance gives us confidence to make informed decisions and focus on growing our business.

Daniel Thompson

– Client

Bonnie provides exceptional support and clear communication. Our books are organized, our reports are understandable, and we finally feel in control of our finances.

Henry

– Client

Reliable, responsive, and detail-oriented. HarborView’s proactive advice has improved our cash flow and streamlined operations, making financial management simple and stress-free.

Jack D

– Client