Accounting Services

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.

CFO Analysis

  • Establishing KPIs
  • Cash Flow & Forecasting
  • Budgeting
  • Financial Modeling
  • Cost Accounting
  • Individual and Consolidated Financial Statements Preparation at Company and Department Levels
  • CPA Correspondence
  • Customized Reporting

Why Co-Pilots?

  • 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.