--- title: "Media Kit and Brand Resources | HavenStone Advisory" updated: "2026-07-07T08:00:00Z" description: "The HavenStone Advisory media kit: firm boilerplate, leadership details, logo and brand guidance, and how to reach us for media or partnerships." canonical: "https://www.havenstoneadvisory.com/media-kit" --- # HavenStone Advisory Media Kit Everything a referral partner, journalist, podcast host, or event organizer needs to introduce HavenStone Advisory accurately: firm boilerplate, leadership details, brand basics, and a direct line for media and partnerships. ## At a glance - **What we are:** CPA-led accounting and tax advisory firm - **Who we serve:** Owner-led businesses doing $500K to $10M, nationwide - **Deepest specialty:** Trades and service businesses - **Founded:** April 2025 - **Headquartered:** Texas (works with clients nationwide) - **Core services:** Monthly bookkeeping, tax planning, advisory cadence ## Boilerplate ### One-line positioning CPA-led monthly bookkeeping and year-round tax strategy for business owners doing $500K–$10M: clean books, fewer tax surprises, and a plan that gets implemented. ### 50 words HavenStone Advisory is a CPA-led accounting and tax advisory firm serving business owners nationwide. We combine monthly bookkeeping, proactive tax planning, and implementation support in one year-round relationship, with deep experience in trades and service businesses. The goal is simple: cleaner books, fewer tax surprises, and a plan that gets implemented. ### 100 words HavenStone Advisory is a CPA-led accounting and tax advisory firm serving business owners across the United States, with deep experience in trades and service businesses. We work with owner-led companies doing $500K to $10M in revenue that want more than a once-a-year return. In one year-round relationship, we combine monthly bookkeeping, proactive tax planning, entity and owner-compensation strategy, and the implementation work many firms leave to the client. The books connect directly to the tax plan, so decisions rest on current numbers. Founded in April 2025 and headquartered in Texas, HavenStone helps owners keep more of what they earn, defensibly. ### 250 words HavenStone Advisory is a CPA-led accounting and tax advisory firm that serves business owners across the United States. The firm combines monthly bookkeeping, proactive tax planning, entity and owner-compensation strategy, and hands-on implementation in a single year-round relationship, with its deepest experience in trades and service businesses. HavenStone works with owner-led companies doing $500K to $10M in annual revenue that want a plan they can run the business on, not just a return filed once a year. The firm runs a defined cadence: a Tax Clarity Audit to understand the facts, a written Strategy Blueprint, an Implementation Sprint to put the plan in motion (elections, payroll changes, accountable plans, estimates), and a Quarterly Optimization Rhythm to keep it current. Monthly bookkeeping exists to feed those decisions, so owners see clean books, real margins, and owner pay in numbers they can trust. HavenStone is built to be responsible by design: a published tax-savings methodology, an editorial policy, verifiable CPA licenses, and projections framed as planning tools rather than promises. It is a nationwide advisory practice, headquartered in Texas and founded in April 2025. The outcomes clients look for are consistent: no tax surprises, more of what they earn kept and defensible, one accountable team instead of a fragmented bookkeeper, preparer, and advisor, and a clear path to pulling wealth out of the business tax-efficiently over time. ## How to describe HavenStone accurately Please do: - Use the full name "HavenStone Advisory" on first reference. - Describe us as a "CPA-led accounting and tax advisory firm." - Say we work with business owners "nationwide" (headquartered in Texas). - Note our deepest experience is in trades and service businesses, without implying we only serve them. - Link to www.havenstoneadvisory.com and credit HavenStone Advisory when you use our materials. Please avoid: - Please do not describe us as a Texas-only or regional firm; we work with clients nationwide, headquartered in Texas. - Please avoid wording that promises specific tax outcomes; results depend on each client's facts, timing, and entity structure. - Skip hype framing that suggests shortcuts or insider tactics; the work is standard, documented tax strategy. - Please do not attach a price to any HavenStone engagement; scope and fees are set after a review. ## Leadership **Mia Anne Pham Reeves, CPA, Managing Partner.** Mia leads tax strategy, entity planning, bookkeeping cadence, and advisory work for business owners and high-income professionals. Her Texas CPA license can be verified through the Texas State Board of Public Accountancy. Headshots and titles for the wider team are on the About HavenStone page. For a specific bio or a higher-resolution headshot, use the media contact below. ## Brand basics - **Primary logo:** for light backgrounds. - **Reversed logo:** for dark backgrounds. - **Brand colors:** Navy #2E4160, Deep navy #0F1F3D, Gold #8A6328, Light gold #CDA96A. - **Typeface:** Inter. Logo usage: keep clear space around the logo equal to the height of the shield; use adequate contrast; do not recolor, stretch, rotate, or add effects. A downloadable brand kit with logo files in multiple formats is on the way. In the meantime, email us for the exact lockup and file type you need. ## What we do - **Monthly bookkeeping:** reconciliations, categorization, monthly close, and reports that feed the tax plan. - **Business tax strategy:** Tax Clarity Audit, a written Strategy Blueprint, implementation, and quarterly reviews. - **Individual tax planning:** income and fact review, withholding and estimate checks, and a screen of planning options. - **Advisory cadence:** a year-round relationship that pairs advice with the implementation work that follows. HavenStone works with business owners in many fields, with its deepest experience in trades and service businesses. ## Topics we can speak on - Proactive tax planning for owner-led businesses doing $500K to $10M - S Corp elections, reasonable compensation, and owner pay - Choosing an entity structure (LLC, S Corp, C Corp) as a business grows - Monthly bookkeeping that feeds tax decisions, not just history - Quarterly estimates and a year-round planning cadence - Tax and financial cadence for trades and service businesses - Bookkeeper vs. CPA vs. controller: who does what, and when to add each - Moving from once-a-year filing to a planning relationship Our CPA-led team speaks to practical, educational topics. We do not give specific tax advice on air; we explain how the rules and decisions work. ## Featured resources - Tax Strategy Resource Center: https://www.havenstoneadvisory.com/resources - Tax Savings Methodology: https://www.havenstoneadvisory.com/tax-savings-methodology - Free Tax-Saving Strategies Guide: https://www.havenstoneadvisory.com/resources/tax-saving-strategies - Articles and Videos: https://www.havenstoneadvisory.com/resources/blog ## Media and partnership contact - **Media and partnerships:** media@havenstoneadvisory.com - **Phone:** (512) 265-1644 - **Mailing address:** 6010 W Spring Creek Parkway, PMB #532, Plano, TX 75024 Official channels: Website (www.havenstoneadvisory.com), LinkedIn (/company/havenstone-advisory), YouTube (@TeamHavenStone), Facebook (/havenstoneadvisory), Instagram (@havenstoneadvisory), Client portal (clients.havenstoneadvisory.com). Looking to become a client rather than cover us? The best next step is a free strategy session, booked from the contact page. A note for writers and editors: HavenStone content is educational and is not tax or legal advice. When describing our work, please avoid language that promises specific results or outcomes, since results depend on each client's facts. We are glad to review credential and tax-claim wording before you publish.