Behind on your books? I’ll get them caught up.
One fixed price, quoted before I start.
If your books are behind, I'll catch them up. Then I keep them current every month and plan your taxes with you so April isn't a surprise. I'm Blake McClary, an Enrolled Agent who works with Arizona contractors and service businesses, and I do the work myself.
To maintain high standards of quality, I only take on 3 new clients a month
10-Day CoPilot Catch-Up Guarantee: reconciled draft financials, a Key Financial Insights briefing, and one final punch-list within 10 business days of full access verification—guaranteed.
Everything you get
- Books caught up, reconciled, and tax-ready
- One fixed price, quoted before I start
- Monthly books, tax planning, and IRS help on the higher plans
- The 10-Day CoPilot Catch-Up Guarantee: Most bookkeepers let catch-up projects drag on for months. Within 10 business days of full access verification, we deliver your reconciled draft financials, a custom Key Financial Insights briefing, and a single streamlined punch-list of any final transaction questions needed to lock in your books—guaranteed.
- The Zero-Risk Guarantee: if you don’t think this service is amazing, you’re out of your contract for $0. No fee, no notice period, no hard feelings.
5.0 on Google · 14 reviews
2 catch-up spots left in November
To maintain high standards of quality, I only take on 3 new clients a month.
Get your fixed-price catch-up quote
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.
- ✓ Tax-Ready Compliance & Zero-Touch Books
- ✓ Books closed and reconciled every month by me, an Enrolled Agent
- ✓ Monthly P&L and balance sheet, with a short note from me on what changed and what to watch
- ✓ Annual tax planning and forecast session
- ✓ Quarterly estimated-tax due-date reminders
- ✓ 1099 and W-9 vendor tracking all year, so January is just filing
- ✓ QuickBooks setup and ongoing management, including invoicing and bill pay
- ✓ Priority scheduling for your tax return
- ✓ My cell for calls and texts, at normal response times
- ✓ Built for businesses with up to 6 bank, card and processor accounts
Core bookkeeping included
- ✓ Transaction recording & categorization
- ✓ Monthly bank, credit card & processor reconciliation
- ✓ P&L statement & balance sheet
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
Only 3 new clients a month · 2 catch-up spots left in November
- ✓ Job/project profitability tracking, compliance peace of mind, and a monthly custom Loom video walking through where your cash went — delivered by the 15th of every month
- ✓ When the IRS writes, Elite answers — call & letter handling (POA/TIA)*
- ✓ Semi-annual tax projections, each with an estimated-payment check-in
- ✓ Reply within 2 business days during business hours
- ✓ Year-end W-2s and 1099s included — up to 20 total per year
- ✓ One loan application package per year included (standard reports from the books)
- ✓ Payroll for up to 10 employees — onboarding, oversight & year-end*
- ✓ Job & field-service platform support — connect and sync tools like Jobber, JobTread, Housecall Pro, ServiceTitan, or Buildertrend with QuickBooks
- ✓ No account or transaction caps
* IRS call and letter handling is billed hourly. No included hours. Audits and collections scoped separately. Payroll day-to-day changes and bonuses are not supported.
Plus everything in Plus
- ✓ Monthly P&L and balance sheet, with some insights from me each month
- ✓ My cell for calls and texts
- ✓ Priority scheduling for your tax return
- ✓ Annual tax planning and forecast session
- ✓ QuickBooks setup & ongoing management
- ✓ Invoice and bill pay reconciliation
- Plus all core bookkeeping
- ✓ Transaction recording & categorization
- ✓ Monthly bank, credit card & processor reconciliation
- ✓ P&L statement & balance sheet
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
Only 3 new clients a month · 2 catch-up spots left in November
- ✓ Hands-off estimated taxes: I calculate and pay your quarterly estimates for you, with your written OK, paid from your accounts. No reminders, no portals, no penalty surprises.
- ✓ Monthly CFO-style report — scorecard, job and service-line profitability, who owes you, an illustrative 13-week cash outlook, tax and basis outlook, and bookkeeping status. Delivered after month-end close and walked through on your monthly call.
- ✓ Dedicated monthly strategy call (up to 25 minutes) — where I walk you through your CFO report
- ✓ When the IRS writes, I answer — 2 included hours per month for IRS/DOR letters and calls, Arizona statutory agent work, bonding financials, extra loan support, workers’ comp audit support, and similar projects. Unused hours expire at month-end.
- ✓ Priority response — substantive reply within 1 business day (2 during tax season)
- ✓ Quarterly tax projections with “write this check” estimated amounts (replaces Elite’s semi-annual cadence)
- ✓ S-corp reasonable-comp review twice a year
- ✓ Insurance audit record prep, bonding financials, project tracking, and Arizona statutory agent of record
For growing businesses that want a true financial partner, not just books.
Plus everything in Elite
- ✓ Semi-annual tax projections upgrade to quarterly above
- ✓ Year-end W-2s and 1099s (up to 20 total)
- ✓ One loan application package per year
- ✓ Payroll for up to 10 employees
- ✓ Job & field-service platform support
- ✓ No account or transaction caps
- ✓ POA/TIA letter handling (hours included above)
- Plus everything in Plus
- ✓ Monthly P&L and balance sheet, with some insights from me each month
- ✓ My cell for calls and texts
- ✓ Priority scheduling for your tax return
- ✓ Annual tax planning and forecast session
- ✓ QuickBooks setup & ongoing management
- ✓ Invoice and bill pay reconciliation
- Plus all core bookkeeping
- ✓ Transaction recording & categorization
- ✓ Monthly bank, credit card & processor reconciliation
- ✓ P&L statement & balance sheet
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
Only 3 new clients a month · 2 catch-up spots left in November
Tax returns are prepared through Double D Tax Services, Inc., where I’m a partner and EA. Quoted separately after books are current.
Only 3 new clients a month · 2 catch-up spots left in November
Call (602) 694-9930
Intuit Platinum ProAdvisor
Enrolled Agent — Enrolled to represent taxpayers before the Internal Revenue Service
What clients say when the books finally make sense
You are hired sir. Might have shed a small tear. This is what we’ve been missing.
It’s important you hear what a difference you are making in our operation. It really feels like you are inserting yourself into our business to help us become better and grow and it doesn’t go unnoticed.
Thank you for doing miracle work.
Blake, this is extremely helpful, thank you.
Awesome! Thanks, Blake! I would’ve never been able to get through all of this without your help!
Only 3 new clients a month · 2 catch-up spots left in November
Call (602) 694-9930
Catch-Up Bookkeeping & Tax Services for Arizona Small Businesses
Looking for a Phoenix bookkeeper who also handles tax? CoPilot Bookkeeping is Blake McClary, Enrolled Agent and Intuit Platinum ProAdvisor — catch-up bookkeeping, monthly QuickBooks, and tax filing for construction, skilled trades, service businesses, and real estate investors across Arizona.
Behind on your books? I specialize in catch-up bookkeeping in Phoenix and statewide: QuickBooks cleanup, bookkeeping backlog recovery, and fixed-price catch-up projects so your records are current and tax-ready. When the backlog is clear, move onto monthly service (Plus, Elite, or Financial Partner).
Need a bookkeeper who does taxes? I combine small business bookkeeping, business and personal tax preparation, quarterly tax planning, tax forecasting, payroll setup/oversight, and IRS representation (power of attorney, letter & call handling) in one relationship — so you’re not juggling a bookkeeper, a tax preparer, and a consultant.
Serving Phoenix and all of Arizona: Scottsdale, Tempe, Mesa, Chandler, Gilbert, Glendale, Peoria, Tucson, and statewide. Whether you searched catch-up bookkeeping near me, QuickBooks bookkeeper Phoenix, construction bookkeeper Arizona, or Enrolled Agent Phoenix — if your books are behind or your taxes feel like a second job, schedule a consultation or call (602) 694-9930.
Only 3 new clients a month · 2 catch-up spots left in November
Call (602) 694-9930