clarity & confidence
packageS

Perfect for those that aren't ready to outsource it all, but still want peace of mind knowing you're doing it right.


What do you get?
Better financial understanding with a back pocket bookkeeper & CPA


clarity & freedom
package

Perfect for those financially ready to outsource the tasks no longer moving them forward.


What do you get?
More time with full service accounting & tax help.


clarity & empowerment session

Perfect for those  wanting to start their business on the right foot or those that didn't get the proper education before starting.

What do you get?
A one hour consultation and a week of follow up support.



ready to approach money with confidence & clarity?

LEARN MORE

choose the option that's best for you

learn how to:

Your next step...

LEARN MORE

LEARN MORE

- INTERACT & RELATE TO MONEY.

- SET UP SYSTEMS THAT FOCUS ON SIMPLICITY OVER COMPLEXITY.

- BUILD HEALTHY FINANCIAL HABITS, LEARN TIPS FOR TAXES, AND MAXIMIZE SAVINGS.

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?

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?

That depends on you, your needs, your questions, and your goals. We don’t use the same old playbook with all our clients, because our clients aren’t all the same. Your situation is unique to you; so are our quarterly meetings. Here are the topics that come up most frequently:

  • Creating a budget
  • Updating estimated tax calculations based on recent profits
  • Retirement contributions analysis
  • Owner Compensation Analysis
  • Financial goal-setting
  • Profit First Implementation

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