Phoenix, Arizona — Full-Service Financial Partner

Your finances,
finally under control.

Bookkeeping, tax advising, and business consulting designed to give growing businesses clear visibility, strategic guidance, and the confidence to scale.

100%
Dedicated
AZ
Based & Trusted
3
Service Tiers
About CoPilot Bookkeeping

Turning your numbers into a powerful tool for growth.

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.

More than just compliance — I provide proactive financial guidance that empowers you to make smarter decisions, reduce unnecessary expenses, and confidently scale your business for sustainable growth.

Financial Health
Year-to-date overview
$47,820
Net profit this quarter ↑ 18% vs last
Revenue $82,400
Expenses $34,580
Tax Reserve $11,620
$K+
Saved in deductions
for clients

Bookkeeping built to grow with you

Choose the plan that fits your business — from foundational bookkeeping to full-spectrum financial management.

Tier 01
Basic
Starting at $250/mo
  • Transaction recording & categorization
  • Monthly bank & credit card reconciliation
  • P&L statement & balance sheet
  • General ledger maintenance
  • Expense tracking & cash flow monitoring
  • Tax-ready data preparation
Tier 03
Elite
Starting at $495/mo
  • Everything in Basic & Plus
  • Priority response time
  • Monthly strategy phone calls
  • Payroll processing
  • IOLTA & HIPAA account reconciliation
  • Project management support
Talk to me about the right plan

Financial clarity, delivered
by a partner who cares.

Accuracy You Can Trust

Every transaction recorded, every account reconciled. Your books are always clean and audit-ready — no surprises at tax time.

Tax Savings Strategy

Proactive planning throughout the year to identify every deduction and credit — often saving clients thousands they'd otherwise miss.

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. 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 planning, and consulting — one trusted partner handles it all, seamlessly.

Responsive & Reliable

Questions don't wait for tax season. Elite clients get priority response times and monthly calls — because your time matters.

Ready to get your finances on autopilot?

Book a free, no-pressure consultation. Let's talk about your business and build a plan that works.

Book a Consultation Call (602) 694-9930