Copilot Services
Done-for-you Monthly Accounting Services
By combining tax accounting and strategy, we can crunch your numbers AND analyze them on a regular basis to find ways to save money on your taxes by implementing strategies in your business.
book this service
Tax Preparation & Strategy
One Action. One Investment.
You need a CPA who’s not afraid to really crunch your numbers to find you the biggest savings. This service is a one-time fee that covers year round communication.
The Rendezvous
What can we cover?
- Properly executing the start up of a new business
- How to structure your company
- Bookkeeping, including QuickBooks Audits
Ask every burning question you have about your business finances and taxes.
Done-for-you Monthly Accounting Services
By combining tax accounting and strategy, we can crunch your numbers AND analyze them on a regular basis to find ways to save money on your taxes by implementing strategies in your business.
book for $697
Tax Preparation & Strategy
One Action. One Investment.
You need a CPA who’s not afraid to really crunch your numbers to find you the biggest savings. This service is a one-time fee that covers year round communication.
The Rendezvous
What can we cover?
- Properly executing the start up of a new business
- How to structure your company
- Bookkeeping, including QuickBooks Audits
What’s included?
- A 60 minute 1:1 Google Meeting
- 30 days support for follow up questions
- Meeting notes for recommendation, changes, etc.
Ask every burning question you have about your business finances and taxes.
TAX PREPARATION & STRATEGY
- You’re fed up with paying too much in taxes.
- You’re overwhelmed at the thought of tackling your own taxes.
- You’re annoyed with constantly chasing down your accountant to get a response to a simple email.
Pricing:
LLC/Sole Props $1,850
S-Corps/Partnerships $3,500
What’s Included?
- Dedicated CPA on speed dial
- 1 State and 1 Federal Return
- Quarterly Check-Ins and Tax Estimates
- Year-round communication so we’re always there for you when you need it
book this service
THE RENDEZVOUS
Done-for-you Monthly Accounting Services
What can we cover?
- Properly executing the start up of a new business
- How to structure your company
- Bookkeeping, including QuickBooks Audits
Ask every burning question you have about your business finances and taxes.
Done-for-you Monthly Accounting Services
By combining tax accounting and strategy, we can crunch your numbers AND analyze them on a regular basis to find ways to save money on your taxes by implementing strategies in your business.
book this service
Tax Preparation & Strategy
One Action. One Investment.
You need a CPA who’s not afraid to really crunch your numbers to find you the biggest savings. This service is a one-time fee that covers year round communication.
Who it is for?
You’re fed up with paying too much in taxes.
You’re overwhelmed at the thought of tackling your own taxes.
You’re annoyed with constantly chasing down your accountant to get a response to a simple email.
Pricing:
LLC/Sole Props $1,850
S-Corps/Partnerships $3,500
What’s Included?
The Rendezvous
What can we cover?
- Properly executing the start up of a new business
- How to structure your company
- Bookkeeping, including QuickBooks Audits
- A 60 minute 1:1 Google Meeting
- 30 days support for follow up questions
- Meeting notes for recommendation, changes, etc.
Ask every burning question you have about your business finances and taxes.
book for $697
**Prices Vary
book this service
- Dedicated CPA on speed dial
- 1 State and 1 Federal Return
- Quarterly Check-Ins and Tax Estimates
- Year-round communication so we’re always there for you when you need it
book this service
Done-for-you Monthly Accounting Services
By combining tax accounting and strategy, we can crunch your numbers AND analyze them on a regular basis to find ways to save money on your taxes by implementing strategies in your business.
book for $697
Tax Preparation & Strategy
One Action. One Investment.
You need a CPA who’s not afraid to really crunch your numbers to find you the biggest savings. This service is a one-time fee that covers year round communication.
The Rendezvous
What can we cover?
- Properly executing the start up of a new business
- How to structure your company
- Bookkeeping, including QuickBooks Audits
What’s included?
- A 60 minute 1:1 Google Meeting
- 30 days support for follow up questions
- Meeting notes for recommendation, changes, etc.
Ask every burning question you have about your business finances and taxes.
TAX PREPARATION & STRATEGY
- You’re fed up with paying too much in taxes.
- You’re overwhelmed at the thought of tackling your own taxes.
- You’re annoyed with constantly chasing down your accountant to get a response to a simple email.
Pricing:
LLC/Sole Props $1,850
S-Corps/Partnerships $3,500
What’s Included?
- Dedicated CPA on speed dial
- 1 State and 1 Federal Return
- Quarterly Check-Ins and Tax Estimates
- Year-round communication so we’re always there for you when you need it
book this service
THE RENDEZVOUS
Done-for-you Monthly Accounting Services
What can we cover?
- Properly executing the start up of a new business
- How to structure your company
- Bookkeeping, including QuickBooks Audits
Ask every burning question you have about your business finances and taxes.
here's the process to get started with Copilot cpa:
Step 1:
Step 2:
Step 3:
Click each to learn more
Let’s Chat
Onboarding
Year-Round Support
We meet virtually or over the phone to understand your needs and see if we are a good fit to work together.
Let’s Chat
Onboarding
Year-Round Support
We set you up on all the proper systems so our work together is done efficiently and you can be more hands off.
Then, we gather all of your tax information, goals, and expected income for the business so we can set you up on a path to success.
Let’s Chat
Onboarding
Year-Round Support
This is the part where we become besties. You can expect us to advocate for you, educate and empower you, save you time and money, and communicate with you often.
here's what you can expect with Copilot cpa:
Step 1:
Step 2:
Step 3:
Let’s Chat
Onboarding
Year-Round Support
This is the part where we become besties. You can expect us to advocate for you, educate and empower you, save you time and money, and communicate with you often.
We talk over Google Meets or phone to understand your needs and see if we are a good fit to work together.
First, we set you up on all the proper systems so our work together is done efficiently and quickly.
Then, we gather all of your tax information, goals, and expected income for the business so we can set you up on a path to success.
FROM CONSULTATION TO OFFBOARDING…
frequently asked questions
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
If you are just starting out and not yet financially in the position to outsource, these packages are probably too robust for your needs. If you want simple systems to help manage your money and guidance on understanding taxes, take a look at our bookkeeping coaching program!
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
While the new year is definitely the most ideal time to begin working with a bookkeeper, I know life doesn’t always work out that way. We can DEFINITELY start in the middle of the year—we’ll just need to get some things set up to make sure we start off on the right foot!
If you already have a bookkeeping system in place…
We’ll start with a bookkeeping catch-up, which consists of going back to January of the current year, categorizing all your business transactions, and ensuring that we have super clean and accurate data. Not only is this beneficial for tax purposes, but as the CEO of your biz, you need these numbers to make strategic decisions.
If starting mid-year and you have a solid bookkeeping system in place…
Then we’ll discuss next steps based on your current system & situation on our kickoff call!
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
We make billing as simple and transparent as possible. Depending on the service selection, you’ll either be billed once a month automatically or up front. We want to collaborate with you all year long and don’t want you to worry about racking up unexpected fees.
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
You can reach out to ask all of your questions, any time. Things happen all year round, so if you have questions on how it impacts you or your business, it’s important to reach out as it happens – that’s why there are no hourly fees.
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
We hope all of our clients are able to grow their businesses, and naturally, your accounting needs will expand as well. When the time comes, we’ll discuss modifying your contract to appropriately scale your accounting services.
What if I can’t afford to outsource yet?
Do I have to wait for the beginning of the year to start?
How do I pay? Do you bill by the hour?
What is included in unlimited support?
Will you raise my fees when my business grows?
What if i only need my taxes prepared?
CoPilot CPA is not a traditional accounting firm. Tax preparation is not billed by the hour and is priced to cover year-round communication. If you aren’t forward thinking business owner that’s cool with that, I can refer you to another tax professional.
