Financial Clarity Starts Here
You started your business to serve your clients and customers—not to spend hours categorizing transactions, reconciling accounts, or wondering whether your books are accurate.
At Copilot Bookkeeping, we provide accurate bookkeeping, clear financial reporting, and dependable support so you can gain confidence in your numbers, make informed business decisions, and focus on growing your business.
Meet Your Copilot
Hi, I'm Cullen, founder of Copilot Bookkeeping.
I help service-based business owners keep their books accurate, organized, and up to date, providing the financial clarity they need to spend less time worrying about bookkeeping and more time growing their business.
Running a business means wearing a lot of hats. Between serving clients, managing operations, and planning for the future, bookkeeping often becomes one more task competing for your attention. My goal is to give you confidence that your financial records are accurate and to provide the financial clarity you need to make informed business decisions.
As an Intuit Certified Bookkeeping Professional and QuickBooks ProAdvisor, I provide reliable, virtual bookkeeping services for small and medium-sized businesses across the U.S. Whether you need help setting up QuickBooks Online, cleaning up messy books, catching up on overdue bookkeeping, or ongoing monthly bookkeeping, I'm here to help.
Before launching Copilot Bookkeeping, I spent more than 12 years in nonprofit leadership, including six years as an Executive Director, where I relied on financial reports and budgets to support strategic decision-making. That experience reinforced the value of accurate financial information and the role it plays in creating financial clarity for business owners. Today I bring that same perspective to the bookkeeping services I provide.
When you work with Copilot Bookkeeping, you'll have a responsive partner who values accuracy, financial clarity, clear communication, and dependable service—helping your business soar with confidence.
Service pLANS
Every service plan comes with the same commitment to personalized support, accurate bookkeeping, and clear financial reporting—so you can have greater confidence in your numbers. Every plan includes the following:
Accurate Books
✓ Accurate transaction categorization
✓ Monthly reconciliation of financial accounts
✓ Chart of Accounts review and optimization
Financial Clarity
✓ Monthly financial reports
✓ Custom quarterly business performance report
✓ KPI insights and year-over-year comparisons
Trusted Partnership
✓ QuickBooks Online management
✓ Responsive email support
✓ Coordination with your tax professional
Prices shown below represent starting points for monthly bookkeeping services. Final pricing is based on transaction volume, number of financial accounts, any additional services needed, and overall bookkeeping workload.
Takeoff
For businesses building a strong financial foundation
From $250/month
Starting price based on approximately 100 monthly transactions.
Cruise
For growing businesses with more financial activity
From $600/month
Starting price based on approximately 300 monthly transactions.
Altitude
For businesses with higher-volume bookkeeping needs
From $1,000/month
Starting price based on approximately 500 monthly transactions.
Add-Ons
QuickBooks Setup
Catch-up/Clean-up Projects
Customized Reporting
A/R and A/P Management
Please note: Copilot Bookkeeping specializes in QuickBooks Online and works exclusively with clients who currently use (or are willing to transition to) QuickBooks Online.
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.
more than bookkeeping
Your bookkeeping should do more than keep you organized—it should help you better understand your business.
When you partner with Copilot Bookkeeping, you can expect:
CLARITY — Accurate books and clear financial reports that help you understand where your business stands.
CONFIDENCE — Reliable financial information so you can make informed business decisions and approach tax season with peace of mind.
CONSISTENCY — Responsive communication, dependable monthly service, and a trusted bookkeeping partner who keeps your finances on track.
We're committed to building long-term relationships based on accuracy, reliability, and exceptional service. That's why every new client is backed by our 90-day 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 gives you accurate financial records without the cost of hiring an in-house employee. Instead of spending your time categorizing transactions, reconciling accounts, and troubleshooting bookkeeping issues, you can focus on serving your customers and growing your business.
You'll also receive timely financial reports that help you understand your business's performance, make informed decisions, and prepare for tax season with confidence. Clean, organized books reduce the risk of errors, save time for your CPA, and provide a solid financial foundation throughout the year.
Ultimately, outsourcing your bookkeeping gives you greater clarity, more confidence in your numbers, and the freedom to focus on what you do best.
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Yes! A CPA and a bookkeeper serve different but complementary roles.
The bookkeeper’s job is to keep your financial records accurate and up to date throughout the year by categorizing transactions, reconciling accounts, preparing reliable financial reports, and helping you see how your business is performing throughout the year.
Your CPA uses those records for tax preparation, tax planning, and compliance. When the bookkeeping is clean and current, your CPA can focus on saving you money and providing strategic advice instead of spending time correcting or organizing the books.
In short: the bookkeeper builds the financial foundation, and the CPA builds the tax strategy on top of it. Both are important, but accurate bookkeeping is what makes everything else work properly.
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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 $250 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 plan 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.