Let's Talk About Your Numbers
Running a trades or contracting business is already complicated enough—getting help with your accounting shouldn’t be. Whether you’re ready to book your free strategy call, have a quick question, or just want to see if we’re the right fit, we’d love to hear from you.
Want to Know What Your Business Is Really Worth?
Get Your One-Time Business Value Snapshot
for Just $197!
Discover the True Value of Your Business in Just 7 Days Without the Hefty Price Tag of a Certified Valuation.
Stop guessing and start making smarter decisions. Whether you’re planning to grow, sell, or simply get a clearer picture of where you stand, our HerWorth Snapshot gives you a powerful look into your business’s value — fast, affordable, and designed just for service-based women business owners like you. For just $197, you’ll get an easy-to-read valuation report, key performance insights, and a strategy session to help you turn those numbers into next steps.
Click below to get started — your business is worth it.
Let's Connect
Have questions about your accounting, taxes, business finances, or which Blue Haven solution is right for you? We’re here for it—and for you.
Whether you're ready to partner up or just exploring your options, we’d love to hear from you. At Blue Haven CPA, no question is too small, and you’ll always get clear, timely support from a team that truly understands what it’s like to run a business.
Reach Out Anytime
Fill out the form below or email us directly at hello@BlueHaven.CPA. We’ll get back to you within 1–2 business days—your time matters to us.
Want to Chat?
Need a deeper conversation? Schedule a free discovery call here to walk through your goals and see if we’re the right fit.
Book Discovery Call
Ready to Get Started?
Three Ways We Can Help You Grow
We offer tailored, long-term tax + accounting services designed to suit your specific needs and budget. Choose from one of our premium packages and start seeing results fast:
Foundation
“Start Strong”
Best For:
Owner-Operators + Small Trades Businesses (under $1M revenue).
What's Included:
- Business tax return preparation (federal + state)
- Quarterly bookkeeping (categorizing transactions, reconciling bank/credit cards)
- Annual financial statements (P&L + Balance Sheet)
- Entity selection and business filing support
- Unlimited phone/email support for quick questions
Perfect if you’re tired of “doing the books at night” or just want someone to take care of the basics and make sure taxes are filed right.
Builder
“Steady Support”
Best For:
Established + Growing Trades Businesses ($1M–$3M revenue).
What's Included
Everything in Foundation, Plus:
- Monthly bookkeeping (clean and current financials every month)
- Payroll support & 1099 filings
- Monthly financial check-in call (we’ll review cash flow, expenses, and profit)
- Annual tax planning meeting to identify strategies before year-end
- Business performance dashboard (simple reports that make sense)
Perfect if you’ve grown beyond DIY QuickBooks or a part-time bookkeeper and need a partner who keeps you on track, saves you taxes, and helps you understand the numbers.
Growth
“Scale with Confidence”
Best For:
Established + Growing Trades Businesses ($3M+ revenue).
What's Included
Everything in Builder, Plus:
- Weekly bookkeeping updates (real-time financial clarity)
- CFO-level support: budgeting, cash flow forecasting + pricing strategy
- Quarterly tax planning + strategy sessions
- Job costing support (know which jobs make you money)
- Unlimited strategy calls for big decisions (hiring + growth planning)
Perfect if you’re ready to scale, want to stop guessing, and need proactive accounting that feels like having a full finance team without hiring in-house.
Stop Guessing. Start Growing.
You don’t have to figure this out on your own. Whether you’re an owner-operator or running multiple crews, Blue Haven CPAs is here to keep your books clean, your taxes optimized, and your business moving forward.
Blue Haven CPA PLLC is a virtual CPA firm providing bookkeeping, payroll, and tax planning for contractors and trades businesses. Serving clients across Charlotte, Harmony, Mooresville, Statesville, Huntersville, Cornelius and surrounding areas in North Carolina.
Disclaimers:
Blue Haven CPA PLLC provides tax preparation, tax planning, and accounting services tailored for contractors and trades. The content on this website is for informational purposes only and should not be considered tax, legal, or financial advice. Every tax situation is unique, and tax laws change frequently. Before making any tax-related decisions, consult a qualified professional.
At Blue Haven CPA PLLC, we are dedicated to helping you maximize your tax savings and optimize your financial strategy. However, tax outcomes vary based on individual circumstances, tax law changes, and compliance requirements. We do not guarantee specific refunds, savings, or results.
Reaching out to Blue Haven CPA PLLC via this website, email, or phone does not establish a client-accountant relationship. A signed engagement letter and completed payment are required before any services begin. We look forward to working with you, but please note that general inquiries do not constitute professional advice.
To comply with U.S. Treasury Department regulations, we inform you that any U.S. federal tax advice contained on this website or in our communications is not intended or written to be used for the purpose of avoiding penalties under U.S. tax law. Blue Haven CPA PLLC does not provide written tax opinions for penalty protection purposes.
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