Books that are current.
Numbers you can run the job from.
I clean up QuickBooks, keep contractors and investors current every month, and hand you tax-ready statements. I'm Blake McClary, Enrolled Agent. I do the work myself.
Intuit Platinum ProAdvisor
Enrolled Agent — Enrolled to represent taxpayers before the Internal Revenue Service
Your dedicated small business bookkeeper in Phoenix, Arizona
I partner with small to mid-sized business owners who are tired of drowning in receipts, stressing over tax deadlines, or watching profits slip away due to poor financial visibility. Whether you need monthly bookkeeping, catch-up bookkeeping to get your books back on track, or a QuickBooks certified bookkeeper to clean up and maintain your accounts — CoPilot has you covered.
A word on the “who”: I'm Blake McClary — a father of 4 and genuinely passionate about finance. When you hire CoPilot, I'm the one in your books every month.
More than just compliance — as an Enrolled Agent and Intuit Platinum ProAdvisor, I provide proactive tax planning, tax preparation, and financial guidance that empowers you to make smarter decisions, reduce unnecessary expenses, and confidently scale your business. As your all-in-one bookkeeping, tax, and consulting partner in Arizona, I help you stay ahead of quarterly tax obligations and uncover every deduction available to you.
Sample report — illustrative only. Not the figures of any actual client.
Small business bookkeeping services built to grow with you
Choose the bookkeeping and tax plan that fits your business — from foundational bookkeeping to full-spectrum financial management with tax filing and consulting.
- ✓ Transaction recording & categorization
- ✓ Monthly bank & credit card reconciliation
- ✓ P&L statement & balance sheet — reports submitted quarterly
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
- No strategy calls
- ✓ QuickBooks setup & ongoing management
- ✓ Multi-account & higher transaction volume
- ✓ Tailored tax planning & tax forecasting
- ✓ Annual tax advising session
- Plus all Lite bookkeeping
- ✓ Transaction recording & categorization
- ✓ Monthly bank & credit card reconciliation
- ✓ P&L statement & balance sheet
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
- ✓ When the IRS writes, Elite answers — call & letter handling (POA/TIA) on demand at hourly rates, no included hours. Audits and collections scoped separately.
- ✓ Very high transaction volume support
- ✓ Strategy & consulting calls on demand at hourly rates, scoped before work starts
- ✓ Loan application financial support
- ✓ Semi-annual tax advising sessions
- ✓ Payroll setup, employee onboarding, withholdings & processing oversight (not variable-wage or complex day-to-day payroll runs)
- Plus everything in Plus
- ✓ QuickBooks setup & ongoing management
- ✓ Multi-account & higher transaction volume
- ✓ Tailored tax planning & tax forecasting
- Plus all Lite bookkeeping
- ✓ Transaction recording & categorization
- ✓ Monthly bank & credit card reconciliation
- ✓ P&L statement & balance sheet
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
- ✓ Dedicated monthly strategy calls
- ✓ When the IRS writes, we answer — 2 included hours of call & letter handling (POA/TIA) per month. Audits and collections scoped separately.
- ✓ Priority access — priority response times and top priority in the queue
- ✓ Priority notice start — 1 business day to open an IRS/DOR letter
- ✓ Quarterly tax projection with “write this check” amounts — hands-off estimates: you fund, I submit and pay when authorized
- ✓ S-corp reasonable-comp review twice a year (payroll vs. distribution)
- ✓ Insurance audit support included — audit record preparation
- ✓ Insurance / bonding financials when needed
- ✓ Project tracking
- ✓ Entity-level statutory agent — named agent of record for your Arizona entity, with service of process and state notices handled
- Plus everything in Elite
- ✓ Very high transaction volume support
- ✓ Loan application financial support
- ✓ Semi-annual tax advising sessions
- ✓ Payroll setup, employee onboarding, withholdings & processing oversight (not variable-wage or complex day-to-day payroll runs)
- Plus everything in Plus
- ✓ QuickBooks setup & ongoing management
- ✓ Multi-account & higher transaction volume
- ✓ Tailored tax planning & tax forecasting
- Plus all Lite bookkeeping
- ✓ Transaction recording & categorization
- ✓ Monthly bank & credit card reconciliation
- ✓ P&L statement & balance sheet
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
For growing businesses that want a true financial partner, not just books.
Request this plan →Tax returns are prepared through Double D Tax Services, where I’m a partner and EA. Quoted separately after books are current.
Your trusted bookkeeper and tax advisor
in Phoenix, Arizona.
Accuracy You Can Trust
Every transaction recorded, every account reconciled. Your books are always clean, organized, and audit-ready — no surprises when it's time for tax filing.
Tax Savings Strategy
Proactive tax planning and tax forecasting throughout the year to identify every deduction and credit — helping small business owners keep more of what they earn.
Real-Time Visibility
Clear, up-to-date insights into cash flow and business performance — so you can make decisions based on facts, not guesswork.
Dedicated Partnership
You're not a number in a system. As a dedicated small business financial consultant, I take time to understand your business and provide personalized guidance at every stage of growth.
All-in-One Solution
From foundational bookkeeping to payroll, tax preparation, and business consulting — one trusted Arizona partner handles it all, so you don't need a separate bookkeeper, tax preparer, and consultant.
Responsive & Reliable
Questions don't wait for tax season. Financial Partner clients get priority response times and top priority in the queue, and consulting calls are available on demand at hourly rates, scoped before any work starts — because your time matters.
Don't just take my word for it
hear from my clients.
Bookkeeping & Tax Services for Small Businesses Across Arizona
CoPilot Bookkeeping is a trusted bookkeeper for small businesses in Arizona, providing comprehensive bookkeeping services in Phoenix, AZ and surrounding communities. Whether you're a self-employed professional, LLC owner, or growing company, my services are designed to keep your finances organized and your tax obligations on track.
Months behind on your books? My catch-up bookkeeping service helps business owners who are behind on bookkeeping get back on track. From QuickBooks cleanup and bookkeeping backlog recovery to full bookkeeping overhaul, I specialize in getting your financial records current and accurate — no matter how far behind you've fallen. Catch-up is quoted separately as a fixed project price; once your records are current, ongoing monthly service falls within the four service tiers above.
Beyond bookkeeping, I offer small business tax preparation, quarterly tax planning, and scheduled tax advising sessions. I help with LLC tax preparation, self-employed tax filing, and business tax forecasting to ensure you're never caught off guard. My tax strategy identifies every available deduction and credit for your business.
Looking for a bookkeeper who also does taxes? CoPilot Bookkeeping is your all-in-one bookkeeping, tax, and consulting partner in Arizona — combining the services of a bookkeeper, tax preparer, and financial consultant into a single dedicated relationship. I specialize in serving construction companies, real estate investors, and skilled trades businesses with industry-specific financial expertise.
Serving the Greater Phoenix Metro Area & Beyond
CoPilot Bookkeeping proudly serves small businesses in Phoenix, Scottsdale, Tempe, Mesa, Chandler, Gilbert, Glendale, Peoria, Tucson, and throughout the state of Arizona. As an Enrolled Agent and Intuit Platinum ProAdvisor, I work with businesses across construction, real estate investing, skilled trades, and more to provide expert financial support.