CLARITY & CONFIDENCE
PACKAGE
let's connect
Hey small business owner...
I want you to know its possible to let go of all the negativity around finances and taxes AND gain confidence, time, & money as you learn & conquer your own books.
I understand it may not be possible to spend the money necessary to hire a bookkeeper or CPA (right now)... but I can teach you how to manage your own books like a pro without having to take a course and having a real support person in your corner.
Clarity & Empowerment Session
To take the complexity our of your business finances and get the right systems in place.
after that you will have:
Monthly Check-Ins
You'll get a monthly checklist sent straight to your inbox with a reminder from yours truly to reach out if you need help.
Unlimited email Support
Running into a problem with your bookkeeping? Have a question about your processes or taxes? Wondering if what you heard on Instagram is true? I'm here for you.
what does this package look like?
YEAR END MEETING + tax support
up to 4 meetings + TAX PREP
Everything above PLUS
We can meet up to four times a year to review goals, spending, profit allocations (because you deserve to be paid for your work) and tax savings.
At tax time, you skip the stress because your favorite CPA will handle it.
starting at:
LLC $2,500
S-Corp/partnership $3,500
$67/month
Everything above PLUS
We will have a a year end meeting to review your financials and make sure your tax ducks are in a row.
Whether you have another CPA or want to prepare your own return, you'll be confident and ready.
No contract, cancel anytime
Need a DIY tool?
Sick of expensive and confusing software? Keep it simple and easy with a bookkeeping template.
yes, please!
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
