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Your work is about so much more than profit. It’s about making an impact and living out your highest purpose.
hello, friend.
are you ready to confidently step into your meaningful work?
Put a finger down if
you've ever felt...
worried about your taxes
frustrated over not finding answers
simplify your money.
amplify your impact.
are you ready to experience more ease & freedom?
you can...
feel confident about your business finances
feel tax ready
feel empowered to build a business that makes an impact and sustains you
ALL IT TAKES IS HAVING THE RIGHT SYSTEMS & SUPPORT IN PLACE
Click each to learn more
services that meet you
where you're at
Perfect for those wanting to start their business on the right foot or those that didn't get the proper education before starting.
What do you get?
A one hour consultation and a week of follow up support.
clarity & empowerment session
Clarity & confidence package
CLARITY & FREEDOM
PACKAGE
Perfect for those that aren't ready to outsource it all, but still want peace of mind knowing you're doing it right.
What do you get?
A bookkeeper & CPA in your back pocket.
clarity & empowerment session
CLARITY & CONFIDENCE PACKAGE
CLARITY & FREEDOM
PACKAGE
Perfect for those financially ready to outsource the tasks no longer moving them forward.
What do you get?
Full service bookkeeping & tax help.
clarity & empowerment session
CLARITY & CONFIDENCE PACKAGE
CLARITY & FREEDOM
PACKAGE
frequently asked questions
Do I have to wait for the beginning of the year to start?
How do I pay?
What is included in unlimited support?
WHAT IF I HAVE A CPA AND ONLY NEED BOOKKEEPING?
What if i only need my taxes prepared?
No, please don't wait until the new year to start fresh!
Our pricing is based on one full year of service. If you join me at any time during the year, your fee will be prorated and we will work together to get you on track.
WHAT CAN WE TALK ABOUT IN OUR MEETINGS?
Do I have to wait for the beginning of the year to start?
How do I pay?
What is included in unlimited support?
WHAT IF I HAVE A CPA AND ONLY NEED BOOKKEEPING?
What if i only need my taxes prepared?
We make billing as simple and transparent and as accessible as possible. Depending on the service selection, you can choose to pay up front or in installments. We want to collaborate with you all year long and don’t want you to worry about racking up unexpected fees by paying hourly.
WHAT CAN WE TALK ABOUT IN OUR MEETINGS?
Do I have to wait for the beginning of the year to start?
How do I pay?
What is included in unlimited email support?
WHAT IF I HAVE A CPA AND ONLY NEED BOOKKEEPING?
What if i only need my taxes prepared?
Questions that can be easily answered via email or video are included. If it requires research or in depth consulting, it would be better to use one of your included meetings. Everyone on a service package has a discounted rate for additional meetings!
What Can we talk about in our meetings?
Do I have to wait for the beginning of the year to start?
How do I pay?
What is included in unlimited support?
WHAT IF I HAVE A CPA AND ONLY NEED BOOKKEEPING?
What if i only need my taxes prepared?
There are limited spots for bookkeeping only clients, set up a connection call and we can discuss more about how we can help you.
WHAT CAN WE TALK ABOUT IN OUR MEETINGS?
Do I have to wait for the beginning of the year to start?
How do I pay?
What is included in unlimited support?
WHAT IF I HAVE A CPA AND ONLY NEED BOOKKEEPING?
What if i only need my taxes prepared?
CoPilot CPA is not a traditional accounting firm.Tax services are only provided to clients on a service package.
However, there are limited spots for tax only clients, saved for current client referrals.
WHAT CAN WE TALK ABOUT IN OUR MEETINGS?
Do I have to wait for the beginning of the year to start?
How do I pay?
What is included in unlimited support?
WHAT IF I HAVE A CPA AND ONLY NEED BOOKKEEPING?
What if I only need my taxes prepared?
WHAT CAN WE TALK ABOUT IN OUR MEETINGS?
- Creating a budget
- Updating estimated tax calculations based on recent profits
- Retirement contributions analysis
- Owner Compensation Analysis
- Financial goal-setting
- Profit First Implementation
