ABOUT HARBOR CREEK
Partners who stay close to the work
Harbor Creek Financial Services is a Wilmington firm serving North Carolina business owners with fractional CFO, tax, and accounting support. Three partners lead the work. A full team carries it.
How we work
We start every relationship with a diagnosis, not a proposal. Before we recommend ongoing service, we look at your books, your cash, and the economics of your work, and we tell you in writing what we found.
Then we run on a calendar. Scheduled meetings, planning before year-end, a reporting rhythm you can count on, and a partner who knows your business and answers the phone.
The partners
One of the three is in the room on every engagement.
Sam Henrickson
Managing Partner
Your first call is with Sam. No pitch deck. A real conversation about your numbers. He tells you plainly what fits, and what doesn't. Providing value for your business from the very beginning.
Chase Andrews
Partner · Ops & CFO Services
The CFO in the room. He runs your CFO meetings. He builds your cash forecast, so you see what's coming and not just what already happened - stressing over your business more than you.
Chloe Henrickson
Partner · Tax & Compliance
Chloe makes the hard tax calls. An ownership change. A 1031 exchange. A gray area. Those don't go to whoever is free. They get her eyes and full attention.
A full team on every engagement
Controller
Runs the reporting pack and the close for CFO clients.
Tax Manager
First review on every return and the planning meetings.
Staff Accountants
Bookkeeping, preparation, and the day-to-day work in both departments.
Client Administration
Your first reply, your documents, and your scheduling.
How we protect your information
Tax and financial records are among the most sensitive things a business shares. Here is how we handle them.
A written security program
The FTC Safeguards Rule requires tax firms to keep a written plan for protecting client data. Ours is on paper, not in someone's head.
Your tax information stays yours
Your personal and business tax info is used for your return. Period. We don't sell it. We don't share it. We don't use it for anything else.
No more emailing your SSN
You get one easy-to-use, secure portal for every document. Upload it once. We tell you exactly what's still missing. Nothing sits in an inbox.