Co-Pilots is one of the boutique accounting firms that specializes in delivering customized accounting services based on your specific accounting needs. At Co-Pilots, we understand that every client is unique and one-size-fits-all approach doesn’t work. We pride ourselves in delivering high quality, efficient, and effective services that help you optimize the operations of your business.
Our Clients Are:
- Growing and established businesses.
- Generating an yearly revenue of $2-25 million.
Typical Services Include:
Accounting / Bookkeeping Services
- Accounting Data Clean-up and Re-organization
- Optimizing Chart of Accounts
- Optimizing Revenue and Expense Classifications
- A/R and A/P Oversite & Review
- Bank and Credit Card Reconciliations
- Monthly Adjustments and Close
- 1099 Reporting and Preparation
- Assistance and/or guidance with implementation of 3rd party software
- Streamlining and standardization of business processes
- Staff Training
- Calculate, File, and Pay Federal, State, and local Payroll Taxes for you.
- Payroll Compliance
- Make Hourly, Salaried, and Flat-rate Payments.
- Online Accounts for your Employees and Contractors.
- Direct Deposit.
- Pre and Post-Tax Deductions.
- Paid and Sick Time-off.
- Time Tracking and Overtime Calculations.
- Custom Reporting.
- Stay on top of Payroll Regulations.
- Respond to Payroll Tax Notifications from IRS.
- Full service Payroll with fair and flexible pricing.
- Establishing KPIs
- Cash Flow & Forecasting
- Financial Modeling
- Cost Accounting
- Individual and Consolidated Financial Statements Preparation at Company and Department Levels
- CPA Correspondence
- Customized Reporting
- Minimize Stress with our Personalized Service.
- Attention to Detail.
- Dedicated Representative.
- On-site and Off-site Delivery of Services.
- Help you Focus on the Most Important KPIs in your Business.
- Take full Control of your Accounting Function, so you can Concentrate on Running your Business more Efficiently and Effectively.
- Safety of your Financial Data.
- Easy to work with.
- Customized and Fixed Fee Contract with Hassle-free Annulment.