Tired of feeling constantly behind or anxious about your books?
Wish you could spend more time growing your business and less time “in the weeds” of accounting details?
We get it. And we can help.
ABOUT
Hi there! I’m Cullen, and I partner with small business owners as your “copilot” so you can take your business to new heights with the peace of mind that your financials are in great shape.
As a leader and entrepreneur, you are juggling so many responsibilities, and it can feel overwhelming, especially when you are trying to categorize all of your transactions, reconcile your accounts, and get ready for tax time.
You know your books are important, but you want to focus your energy on the highest leverage activities that move your business forward.
As an Intuit Certified Bookkeeping Professional and a QuickBooks ProAdvisor, I’m here to support you, managing the numbers and helping to make sense of what they say about the health and trajectory of your business. I take great pride in delivering excellent customer service for each client, including clear communication and a positive, can-do attitude.
With 12 years of experience overseeing financials in the social impact space, including 6 years as an executive director, I am uniquely positioned to also provide analysis and an eye for the “bigger picture” of what’s happening in your business.
Copilot Bookkeeping is a virtual bookkeeping business, which means that our services are entirely cloud-based and we are able to serve clients regardless of geographical location.
We specialize in QuickBooks Online and can help you set up, clean up, or catch up your QB file in addition to providing ongoing, monthly bookkeeping services.
Service packages
Prices shown below are intended as a starting point for monthly bookkeeping services. Packages are customized based on your business volume and any add-ons. Please note that we only work with clients who use (or are willing to migrate to) QuickBooks Online.
Glider
Starts @ $225/month
Categorize all transactions
Reconcile accounts
Monthly P&L and Balance Sheet
24/7 email access
100 transactions/month
2 accounts (bank, credit card)
Cessna
Starts @ $550/month
Categorize all transactions
Reconcile accounts
Monthly P&L, Balance Sheet and Statement of Cash Flows
Quarterly Zoom/phone consultation
24/7 email access
300 transactions/month
5 accounts (bank, credit card)
Boeing
Starts @ $800/month
Categorize all transactions
Reconcile accounts
Monthly P&L, Balance Sheet, Statement of Cash Flows, A/R Aging and A/P Aging
Custom reports upon request
Monthly email with key progress indicators
Monthly Zoom/phone consultation
24/7 email access
500 transactions/month
8 accounts (bank, credit card)
Add-Ons
QuickBooks Setup
Catch-up/Clean-up Projects
Customized Reporting
Receipt Management (audit-proof books!)
our process
Step 1: Communicate
Submit the form below to let us know about your business and your bookkeeping needs. The information you provide will help us prepare for your free, 20-minute consultation.
Step 2: Evaluate
After reviewing your accounts, we will send you a proposed scope of work and estimated cost. Every business is different, so the proposal will be customized to fit your specific needs.
Step 3: Collaborate
If there is a match between your needs and our services, we’ll partner with you in delivering accurate and timely financials. A letter of engagement outlines the terms.
Our Promise
As an ambitious and hard-working business owner, your time is extremely valuable. You should spend it on what matters most to you. We’re here to handle the books so you can grow your business.
When you work with Copilot Bookkeeping, you get:
CLARITY about your numbers
CONFIDENCE to make data-driven decisions
CONSISTENCY in accounting support
We are fully committed to your success, and we strive to deliver the best customer service possible. We back that up by offering a 90-day full money-back guarantee.
Frequently Asked Questions
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As your business grows, the corresponding financial demands increase in scale and complexity. It can be difficult to manage the financial work while keeping up with your business. You might be ready to hire a bookkeeper if:
You feel like you’re constantly behind.
You don’t have enough time to do everything that needs to be done.
You’re worried about missing tax deadlines.
You want to expand your business but are anxious about your capacity to maintain the behind-the-scenes financial work required.
Copilot Bookkeeping can provide the support and expertise you need to confidently grow your business without the headaches or hassles of financial administration that drains your energy and sucks your time. Let us partner with you so that you and your business can truly thrive!
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Outsourcing your bookkeeping to Copilot Bookkeeping can free up a lot of time in your schedule. Just think of all the hours you currently spend on things like:
manually entering transactions
reconciling bank and/or credit card statements
running (and re-running) financial reports
When you outsource your bookkeeping, you buy back time to invest in the strategic work of growing your business, time with family and friends, and the peace of mind that you have a trusted partner taking good care of your finances.
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Yes! Think of the roles that a CPA and bookkeeper fulfill like those of a doctor and nurse, respectively. While the CPA (the “doctor”) provides the annual “check-up” when it comes time to file your taxes, your bookkeeper (the “nurse”) gives personalized and detailed attention on a monthly basis to ensure your business stays healthy throughout the year.
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According to salary.com, the median salary for a bookkeeper in the U.S. is $43,869 per year. That comes to $3,656 per month before benefits and taxes. By contrast, monthly bookkeeping costs with Copilot Bookkeeping start at $225 per month. When you work with us as your outsourced bookkeeper, you save on payroll taxes, benefits, training, insurance, equipment, and more.
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Our rates are based on a customized service package tailored to your specific needs. You pay for results that serve the success of your business, not the time we take to produce those results. You are never on the clock when you contact us or engage our services.
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After you submit the contact form, we will have a free, 20-minute phone/video consultation to discuss your specific needs. Monthly fees vary depending on the scope of work. Every business is different. See the “Services” section of this website for a general description of what’s included in our three service packages.
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As a Certified QuickBooks ProAdvisor, we specialize in QuickBooks Online.
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Copilot Bookkeeping is based in North Carolina, but we can provide services to clients anywhere since we operate a 100% remote (virtual) bookkeeping business.