About

Traditionally, you meet with your CPA once a year at tax time. You scramble to get your financials together. You discuss events that have already happened. There is little discussion about how they can help you achieve your goals. There is a lack of genuine connection.

So, what sets me apart from the rest?

I started CoPilot CPA to simplify bookkeeping for business owners so you can own up to your role as CEO, knowing your money is being managed to work for you.

Understanding your finances BEYOND your taxes is the key to growing a successful business.

I’d love to be part of your journey.

but there’s more to me than my love for helping businesses

I help entrepreneurs from all walks of life and lead with my core values.

Partnership

I put people first. Through interaction and collaboration, I will support you in meaningful and relevant ways.

Commitment

I align myself with your goals and devote myself to forging a future together. I help you write your own stories of triumph.

Service

I provide a high level of personalized attention to each client’s goals and needs throughout the year, not just tax time.