Hello, it's me.
the accountant who just gets it
Accounting is more than just numbers. Understanding your numbers can be empowering. When you know your numbers, you can make your money work for you.
get empowered
Our single mission is to ensure you feel confident about your business finances and taxes.
So, what can you expect from CoPilot CPA?
our core values
focus:
thinking big:
Education & Empowerment:
We put the focus on you. Through interaction and collaboration, you will be supported in meaningful and relevant ways.
“Play by the rules, but be ferocious.” - Phil Knight. We want to make sure you only pay what you NEED in taxes so you can spend your money on more important things.
Understanding your numbers is empowering. We help you manage your money with clarity and keep more of what you earn.
more about us
how far could you get
a copilot?
let lisa help you reach the top
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we copilot well with
US Based Service Businesses
The Go Getters and Forward Planners
The Tech Savvy
that sounds like me
US Based Service Businesses
The Go Getters and Forward Planners
The Tech Savvy
services
Click each to learn more
how can we your finances
copilot
services
Our premium done-for-you monthly service helps business owners manage their money with clarity, keep more of what they earn, and grow a more profitable business with clear financial and tax strategies and back-end support.
Done-for-you Monthly Accounting Services
tax prep & strategy
The Rendezvous
Tax Preparation at a one-time fee that covers year-round communication with us so we’re always there for you when you need it.
Done-for-you Monthly Accounting Services
tax prep & strategy
The Rendezvous
60 min Google Meeting to ask all your burning questions about business finances or taxes
Done-for-you Monthly Accounting Services
tax prep & strategy
The Rendezvous
Smalls & Co.
“When I started my business I thought I could do it all. I love numbers. Hiring Lisa to handle all of my accounting has been the best money I have spent on my business. She is smart, quick, and has saved me money.”
Authentic Design Studio
“Highly recommend to any business owner that wants to have peace of mind when tax time comes around. Lisa has been a dream!”
“This is no traditional CPA service; Lisa helps you in any way she can. If you’re a small business owner, I can’t stress enough how important it is to keep the money you make and that’s exactly what she did. She saved us tens of thousands of dollars that we were literally just throwing away. We cannot thank you enough. It’s been amazing.”
frequently asked questions
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
If you are just starting out and not yet financially in the position to outsource, these packages are probably too robust for your needs. If you want simple systems to help manage your money and guidance on understanding taxes, take a look at our bookkeeping coaching program!
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
While the new year is definitely the most ideal time to begin working with a bookkeeper, I know life doesn’t always work out that way. We can DEFINITELY start in the middle of the year—we’ll just need to get some things set up to make sure we start off on the right foot!
If you already have a bookkeeping system in place…
We’ll start with a bookkeeping catch-up, which consists of going back to January of the current year, categorizing all your business transactions, and ensuring that we have super clean and accurate data. Not only is this beneficial for tax purposes, but as the CEO of your biz, you need these numbers to make strategic decisions.
If starting mid-year and you have a solid bookkeeping system in place…
Then we’ll discuss next steps based on your current system & situation on our kickoff call!
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
We make billing as simple and transparent as possible. Depending on the service selection, you’ll either be billed once a month automatically or up front. We want to collaborate with you all year long and don’t want you to worry about racking up unexpected fees.
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
You can reach out to ask all of your questions, any time. Things happen all year round, so if you have questions on how it impacts you or your business, it’s important to reach out as it happens – that’s why there are no hourly fees.
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
We hope all of our clients are able to grow their businesses, and naturally, your accounting needs will expand as well. When the time comes, we’ll discuss modifying your contract to appropriately scale your accounting services.
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
CoPilot CPA is not a traditional accounting firm. Tax preparation is not billed by the hour and is priced to cover year-round communication. If you aren’t forward thinking business owner that’s cool with that, I can refer you to another tax professional.
