If you're ready to get your business started on the right foot or if you've already started your business without the proper guidance...
We'll spend an hour setting you up for success + educating you on everything you need to know.
PLUS one week of follow up support for those questions that come up after the fact.
CLARITY & EMPOWERMENT SESSION
I'm ready
Complete System Setup
+ EIN application
+ Bank/account mapping
+ Bookkeeping
+ Sales Tax/Payroll Tax
Training
+ Bookkeeping how-to & best practices
+ How to pay yourself
+ How to pay others
+ Setting up an accountable plan
+ Personalized overview for tax
+ How to be audit proof
+Peace of mind surrounding your business setup, money and systems
+The tools you need to make informed business decisions
+The best bookkeeping & tax tips
WHAT CAN WE COVER DURING OUR SESSION?
After our session you'll have:
$400
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
