HVAC and Trades Small Business CPA: Clean Books, Lower Taxes, Peace of Mind

Book A Consultation
A man with dark hair, a beard, wearing a navy blue suit, white shirt, and red tie, posing for a professional photo.
A man with dark hair, a beard, wearing a navy blue suit, white shirt, and red tie, posing for a professional photo.
Cover of a PDF guide titled 'The True-Cost Crew & Truck Profitability Calculator' by Frank Navarro CPA, focusing on bookkeeping and tax services for trade businesses, with a navy blue background and gold details.
A truck profitability calculator spreadsheet with sections for tech costs, truck costs, break-even, and profit margin. Highlights include hourly pay, insurance, fuel, and minimum charges with financial calculations.

FREE TOOL

Know Your True Vehicle Cost Profitability

A Vehicle Employee Cost & Profitability Calculator and guide built for HVAC and Trades Business Owners.

Get It Free

We handle your financials, you handle your customers!

A computer keyboard with a pink and purple background.
AZ State Board of Accountancy logo with text on a dark background

Certified Public Accountant

Licensed in Arizona

Veteran Owned

QuickBooks

QuickBooks Online logo on a green background.
A badge with a gold border and dark blue background that reads "Veteran Owned" and "U.S. Military Veteran" with an American flag and four stars at the top.
Black and white photo of a building corner with large illuminated letters spelling 'The'. the perspective is from below, looking up at the sign.

Short Intro Video

Phoenix Roots. Virtual Scale.


Modern accounting built for ambitious HVAC and trade businesses. Stop overpaying the IRS, wrestling with job costing, and fighting messy spreadsheets. Get proactive year round financial clarity from a local CPA Virtually!

  • Bookkeeping: Clean, financials done every single month, keeping your trucks running and software synced.

  • Tax Preparation: Flawless, stress-free compliance and filing tailored to contractor tax rules.

  • Tax Advisory: Strategic plans to legally minimize what you owe and keep more profit in your trade.

Book A Consultation

Industries We Serve

Four large outdoor air conditioning units or heat pumps installed along the side of a white residential building, with a landscaped yard and trees nearby.

‍ ‍HVAC

We partner with businesses in the trades to provide the financial clarity they need to grow and stay compliant.

  • HVAC — Heating, ventilation, and air conditioning contractors looking for reliable bookkeeping and tax services.

  • Trade Services — Skilled trade businesses ready to focus on their craft while leaving the financials to a trusted CPA.

A cluttered workbench with a yellow cordless drill, wood shavings, various drill bits, screws, and clamps on a wooden surface.

Trade Services

Services Offered

A person using a MacBook Pro laptop on a wooden table in a cafe or coworking space. The laptop screen displays a revenue dashboard with charts and financial data. In the background, there are blurred shelves and other furniture.

Bookkeeping

Two professionals, a man in glasses and a woman, review documents in an office setting.

Tax Advisory

Person filling out tax forms with a calculator, pen, notebook, coffee mug, and a laptop on a green textured blanket.

Tax Preparation

We Handle the Numbers
So You Can Run the Business

Bookkeeping, Tax, and Accounting are just the mechanics. What we're really doing is giving HVAC & Trade business owners the financial footing to grow.

We proactively look for deductions, credits, and strategies specific to trade businesses — not just what shows up on a standard checklist

‍ ‍ Never Leave Money on the Table

‍ ‍ Stay Off the IRS's Radar

We handle your filings correctly and on time — the two things that trigger the fewest questions from the IRS.

‍ ‍Books That Hold Up Under Pressure

Every transaction reconciled and categorized correctly, so your financials are ready the moment a bank, buyer, or auditor asks to see them.

‍ ‍ Ready the Moment Opportunity Knocks

Need equipment financing or a line of credit, or thinking about selling someday? Clean books mean you're never scrambling to catch up first.

‍ ‍Skip the Office Hire

Get a full accounting team — bookkeeping, tax, and payroll — for less than the cost of one part-time employee.

‍ ‍ April Without the Scramble

Because your books stay current all year, your year-end return is a formality — not a fire drill.

Book A Consultation

How It Works

From your first conversation to books that finally make sense.

1
Book a Free Consultation

Tell us where things stand today. No pressure, no obligation — just a conversation about your business.

2
Get a Custom Proposal

Based on that conversation, we put together a proposal for exactly what your business needs — nothing more, nothing less.

3
Choose Your Plan

Pick the service level that fits — from standalone bookkeeping to a full All-In-One package.

4
We Take It From There

Books stay current, taxes stay ahead of deadlines, and you get your time back to run the business.

Media Content

Unlicensed Tax Preparer VS CPA

Jobber or Service Titan?

Client Reviews

  • As a small business owner, taxes and bookkeeping can feel overwhelming, but he has made the whole process so much less stressful.

    Google -Mary

  • If you’re looking for a CPA who is trustworthy, knowledgeable, and invested in your success I recommend Frank.

    Google -Marco

  • Frank has been an incredible asset to our business.

    His knowledge, professionalism, and attention to detail have given us confidence that our accounting and tax needs are being handled the right way.

    Facebook - Local Business Owner