About This Service
How Co-Pilot Bookkeeping Works
This service gives you the structure of professional bookkeeping without losing control of your day-to-day operations. With Co-Pilot Bookkeeping, you get:
Working Together
Stay in control of your business finances with professional support by your side. Co-Pilot Bookkeeping is ideal for small business owners who want to stay hands-on while ensuring accuracy, compliance, and peace of mind.
We work as your financial co-pilot to keep your books accurate and up to date without requiring you to hand everything over. We’re available by email, typically respond within 24 to 48 business hours, and offer competitive prices.
Necessary Steps
What You’ll Need to Get Started
To enroll in Co-Pilot Bookkeeping, please ensure the following:
Frequently Asked Questions
FAQs for Co-Pilot Bookkeeping
We pride ourselves on building genuine relationships with our clients, responding quickly to inquiries, and providing direct assistance that makes even the most complex tasks simple. For local clients, we even offer in-person receipt collection to save you time.
Co-Pilot Bookkeeping is a shared bookkeeping model. You manage your daily finances in QuickBooks Online, and we step in to review, reconcile, and support your monthly financial health.
Unlike full-service bookkeeping, where we handle everything, Co-Pilot Bookkeeping lets you stay hands-on. It’s a collaborative approach that saves time and reduces costs without sacrificing accuracy.
Your $200 monthly plan includes up to 2 hours of professional bookkeeping support. This covers account reconciliations, transaction reviews, journal entries, and monthly report preparation.
If your monthly transactions exceed 200 or our work exceeds 2 hours, we’ll notify you before billing for additional time at $100/hour. No surprise charges.
Absolutely. If you find you’d prefer us to manage everything, we make transitioning to a full-service plan easy.
Yes, QuickBooks Online is required. We’ll help with setup if needed and offer best-practice guidance to keep your file clean and accessible.
This service is perfect for business owners who want to stay engaged with their books but still value expert oversight. It’s also a great fit if you’re managing a lean budget but want reliable monthly support.