Our Co-Pilot Bookkeeping service is a collaborative approach where you handle some key tasks while we ensure your books remain accurate each month. This partnership allows you to stay involved in your finances while benefiting from our expertise. Here's how we divide the responsibilities:

Your role:

• Track income and expenses

• Categorize bank transactions

• Manage invoices and bills

• Handle payroll

Our role:

• Reconcile bank accounts

• Review your categorized transactions

• Make journal entries as needed

• Analyze your Balance Sheet and Profit & Loss reports

We're always here to support you, with email responses typically within 24-48 business hours. This approach offers a perfect balance of hands-on involvement and professional oversight, ensuring your financial records stay in top shape. It's an excellent option for those who want to maintain a close connection to their finances while still having expert guidance.

Requirements:

1. QuickBooks Online Access

2. Setup assistance available

3. 12-month subscription discount offered if needed

4. Personal account transactions

   1. If you conduct business transactions through personal accounts, provide those bank statements

   2. Highlight all business-related transactions on these statement

5. Monthly Transaction Limit

   • 200 transactions total across all accounts

   • Includes savings, checking, and credit card accounts

   • Example: 3 accounts combined must not exceed 200 transactions

6. Access to all bank accounts

   • Preferably view-only access

   • If unavailable, secure platform storage provided

Pricing:

• Base rate is $200 for up to 2 hours

• Each additional hour is $100