CLARITY & freedom
PACKAGE
let's connect
Ready to outsource all the tasks no longer moving you forward?
You already know how important accounting is for your business, but your business just hit a growth spurt and now you need your time back and a CPA who really gets you.
what does this package look like?
starting at:
$525/month
Monthly Support
+ Bookkeeping
+ Financials
+ Payroll support
+ Profit allocations
+ Tax allocations
SEMI-ANNUAL Meetings
Our time to review goals, spending, & tax strategy.
Tax Preparation
Skip the stress and let your favorite CPA handle it. Taxes prepared for your your business and includes one personal return.
Unlimited EMAIL support
To clarify any questions you have with your money, taxes, or anything in between.
Have a CPA already and only need bookkeeping? No problem! Services start at $450/month
Not ready to outsource yet?
That's okay! DIY'ing doesn't have to be complicated. Check out the Clarity & Confidence package to see if it's a better fit for your needs.
take me there
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
