Join A Small Group Of Elite Entrepreneurs TODAY...
And Finally Create The Life, Freedom, And Wealth You Want!
100% Secure - Privacy Guaranteed
Get Your Books Cleaned Up +
Your Taxes Under Control
For contractors who are ready to get organized, stop stressing at tax time, and hand the books over to a professional.
Get your books cleaned up, your taxes handled, and your financial foundation set — so you can focus on running jobs, not chasing paperwork.
Does This Sound Like You?
- Receipts in the glove box or a shoebox.
- QuickBooks that doesn’t really make sense.
- Unsure if you're saving as much on taxes as you could
- Wasting time trying to “figure it out” instead of focusing on growth
You don’t need fancy advisory services yet. You just need someone to take this off your plate and get your finances in order.
You Handle the Vision.
We'll Handle the Books.
Introducing The Foundation Package
A streamlined tax + accounting solution designed for electricians, HVAC contractors, plumbers and other service business owners in the early stages of growth.
We don’t just file your taxes. We help you build a business that runs smoother, smarter and gives you your time back.
Sound Familiar?
- You’re working long hours but not sure where the money’s going.
- Your books are a mess, and you have no idea if you’re really making a profit.
- You’re spending more time on paperwork than quoting jobs or running crews.
- Tax season comes around, and you’re always scrambling — hoping you did things right.
- You’re paying for help that still leaves you with questions
You’re not alone. Most trades and oilfield business owners we talk to feel the exact same way.
Here's What's Included When You're Accepted Into the
HerStarter GPS™ Solution:
Monthly Accounting +
Tax Support
Perfect for women starting or stabilizing their business, this done-for-you solution gives you the clean books, structure, and expert support you need to make smarter decisions and stop stressing over numbers.
Value $4,000+
Business Entity Setup + Compliance Help
We help you select and form the right business entity (LLC, S-Corp, etc.) and make sure you’re registered and compliant at the state and federal level.
Value $600+
Accounting System Setup + Training
We set up QuickBooks the right way from Day One—customized to your business and show you + your team how to use it so nothing falls through the cracks.
Value $500+
Monthly Bookkeeping + Reconciliations
No more guessing or scrambling at year-end. We reconcile your books every month, so your finances stay accurate and up to date.
Value $2,400+
Clean-Up of Existing Books
Whether you’re behind or unsure what’s been recorded, we clean up any messes and give you a fresh start you can build on.
Value $1,000+
Annual Financial Statements
You’ll receive clear, easy-to-read financials annually, so you can finally understand how your business is actually performing.
Value $1,200
Annual Income Tax Prep (Business + Personal)
We’ll prepare and file your income tax returns and ensure you’re taking advantage of every legal deduction available.
Value $2,000+
One Strategic Tax Planning Session Per Year
We don’t wait until tax season. Once a year, we sit down with you to plan ahead, reduce your tax bill, and answer your questions.
Value $1,000+
Secure Client Portal Access
Easily upload, review, and sign important documents inside your encrypted client portal, keeping your sensitive info safe and at your fingertips 24/7.
Value $200
Here's the Bottom Line:
We don’t just file your taxes. We help you stay organized, save more on taxes, and run your business with better tools and better advice from the very beginning.
Here's What’s Included:
- Monthly Accounting + Tax Support $4,000+
- Business Entity Setup + Compliance Help $600+
- Accounting System Setup + Training $500+
- Monthly Bookkeeping + Reconciliations $2,400+
- Clean-Up of Existing Books $1,000+
- Annual Financial Statements $1,200
- Annual Income Tax Prep (Business + Personal) $2,000+
- One Strategic Tax Planning Session Per Year $1,000+
- Secure Client Portal Access $200
Total Real-World Value: $12,900+
But when you join the HerStarter GPS™ Solution, your investment starts at just:
$500+ per month
This is Perfect For You If...
- You're in your first 1–3 years of business and want to build it right
- You're tired of wasting time trying to DIY your taxes and books
- You want to keep more of what you earn (without fear of the IRS)
- You know your time is better spent growing your business, not crunching numbers
- You want a trusted partner, not just someone who hits “file” once a year
Why We Created the Foundation Package
At Blue Haven CPA, we work with electricians, plumbers, HVAC contractors, and other service businesses every day.
We saw hardworking business owners busting their backs in the field — only to hand over thousands in taxes they didn’t need to pay, or struggle through late nights trying to make sense of QuickBooks.
That’s why we built the Foundation Package — your no-nonsense solution to get your books, taxes, and business structure under control once and for all.
Built for Trades & Service Businesses Like Yours
The Foundation Package
Here's What You Get Inside:
Everything you need to keep your books clean, your taxes under control, and your business running smarter—without the overhead of an in-house finance team.
Individual Tax Return Preparation for Owners (Federal + State)
Stay stress-free at tax time. We handle your personal return alongside your business so everything works together — no surprises, no overpaying.
Business Tax Return Preparation (Federal + State)
We’ll file your tax returns and make sure you’re not overpaying Uncle Sam.
Quarterly Bookkeeping Done For You
We categorize, reconcile, and keep your books up-to-date every quarter.
Annual Financial Statements (P&L + Balance Sheet)
Know exactly where your money’s going so you can quote jobs and grow smarter.
Entity Selection & Business Filing Support
We’ll help you pick the right setup (LLC? S-Corp?) for maximum tax savings.
Clean-Up of Existing Books
Whether you’re behind or unsure what’s been recorded, we clean up any messes and give you a fresh start you can build on.
Unlimited Phone & Email Support
Questions? We’re just a call away.
Accounting System Setup & Training
We’ll set up your books the right way and show you how to actually use them.
IRS Monitoring
We keep an eye out for IRS letters and issues, so you don’t get blindsided.
Secure Client Portal Access
Easily upload, review, and sign important documents inside your encrypted client portal, keeping your sensitive info safe and at your fingertips 24/7.
What It Would Cost to Hire This In-House:
Full-time Bookkeeper: $4,000–$5,000/month
CPA/Tax Strategist: $250–$400/hour
Total Real-World Cost: $4,500+/month
But when you join the Foundation Package,
your investment starts at just:
$417 per month
For less than the cost of one apprentice on payroll, you get a full finance team in your corner—keeping you compliant, helping you save on taxes, and making sure you always know if you’re profitable.
Why This Works for Trades & Contractors
- Down-to-earth approach: No jargon, no suits and ties. Just straight talk and clear answers.
- Built for your business: We know how contractors, trades, and other service companies operate.
- We’ve got your back: You focus on the field — we’ll handle the IRS, books, and taxes.
Ready to Build Your Foundation?
Stop stressing about taxes and bookkeeping. Stop wasting late nights buried in receipts.
Start running your business with confidence.
Tell Us About Your Business
Click the button below to share some details about your business that helps us prepare so we can make the most of our call together.
Schedule A Call
Pick a time that works best for you. We’ll hop on a call and talk through your needs, answer questions, and outline next steps.
Get Started
If we’re a good fit, we’ll get your Foundation Package rolling—so you can finally stop stressing about your books and taxes.
(We accept a limited number of new clients each month to ensure personalized, high-touch support.)
Why Choose
Blue Haven CPA
Industry-Specific Expertise
We live and breathe the numbers behind trades and contractor work. From job costing and equipment deductions to payroll for crews, we understand the unique challenges your business faces—and we know how to turn them into opportunities.
Responsive + Approachable
You won’t wait weeks to hear back from us. We’re approachable, quick to respond, and always here when you need a straight answer.
A True Business Partner
We go beyond filing taxes and reconciling books. We’re invested in your success—helping you see your numbers clearly, make smarter decisions, and build a business that supports the life you want.
Your Time Is Worth More Than This.
Start Maximizing Your Time + Building Your Wealth.
Every hour spent on spreadsheets is an hour not spent growing your business.
Every missed deduction is money left on the table.
Every wrong decision based on messy numbers can set you back months.
The Foundation Package solves all that for you so you can get your time back, protect your profits, and lead your business.
Ready to hand off your taxes + books to a pro?
Ready to get organized and feel in control of your business?
Ready to finally get the support you need with none of the judgment?
Get Started with The Foundation Package Today
Let’s take taxes + accounting off your plate so you can grow
Spots are limited so we can give each client real, personalized support. Hit the button below to get started now.
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.
We improve our products and advertising by using Microsoft Clarity to see how you use our website. By using our site, you agree that we and Microsoft can collect and use this data. Our privacy statement www.bluehavencpas.com/privacy has more details.
© 2025 Blue Haven CPA PLLC - All Right Reserved.