Licensed CPA firm · Serving small businesses since 2006
Clear books. Lower taxes. A calmer April.
Copperleaf handles your bookkeeping, taxes and payroll for one flat monthly fee, then helps you use the numbers to keep more of what you earn.
- Books closed by the 10th, every month
- Year-round tax planning, not just filing
- A dedicated CPA who knows your business
- 480+Businesses served
- $3.1MClient tax savings last year
- 10thOf the month, books closed
- 1 dayTypical email response time
What we do
One firm for your whole financial back office.
Pick one service or bundle them. Either way, you get one point of contact and one predictable bill.
01
Bookkeeping
Monthly reconciliation, categorized transactions and clean financial statements in your inbox by the 10th.
From $299/mo
02
Tax prep & planning
Business and personal returns, quarterly estimates and proactive strategies to legally lower your bill.
From $650/return
03
Payroll
Direct deposit, payroll tax filings, W-2s and 1099s, plus contractor payments, all handled on time.
From $79/mo
04
CFO advisory
Budgets, cash-flow forecasts, pricing and growth planning with a CPA in your corner every month.
From $750/mo
Specialists in
- Restaurants
- Contractors & trades
- Medical & dental practices
- E-commerce
- Real estate investors
- Agencies & consultants
- Nonprofits
Transparent pricing
Estimate your monthly fee in 30 seconds.
Move the sliders to match your business. This is the same math we use to quote you.
Your estimate
- Bookkeeping & reconciliation$0
- Payroll processing$0
- Tax return (spread monthly)$0
- Quarterly tax planning$0
- CFO advisory$0
Estimated monthly$0
Flat monthly fee. No hourly billing, no surprise invoices. Final price confirmed after your free call.
Lock in this priceNever miss a deadline
The tax calendar, handled.
Missed deadlines mean penalties and interest. We track every federal and state date for you, send reminders before anything is due and file on time, every time.
Typical federal dates. When a deadline falls on a weekend or holiday, it moves to the next business day. State dates vary.
- Jan15Q4 estimated tax paymentIndividuals & sole props
- Jan31W-2s & 1099s dueEmployers & payers
- Mar15S-Corp & partnership returnsForms 1120-S & 1065
- Apr15Individual & C-Corp returnsPlus Q1 estimated tax
- Sep15Extended business returnsPlus Q3 estimated tax
- Oct15Extended individual returnsFinal filing deadline
Getting started
Switching accountants takes about two weeks.
- Day 1
Free discovery call
We learn your business, review where things stand and quote a flat monthly fee.
- Day 3
Secure onboarding
Connect your bank and software through our encrypted portal. We request records from your old accountant.
- Day 10
Cleanup & catch-up
We reconcile past months, fix miscategorized transactions and flag any tax issues.
- Day 14
First close & review
Your first clean financial package, walked through on a call with your CPA.
Client results
Real numbers from real clients.
$22,600
saved in year one
"Switching to an S-Corp with Copperleaf's help saved us more than their fee three times over. And for the first time, I understand my own P&L."
MOMaya O.Owner, design studio
18 months
of books caught up in 3 weeks
"I was terrified to open my mail. They cleaned up a year and a half of mess, handled the IRS letters and set up a plan. I sleep again."
DKDarnell K.Owner, HVAC contractor
+9 pts
profit margin in a year
"Our monthly CFO meeting showed us which menu items were losing money. We repriced, cut two, and margins went from 6% to 15%."
LPLucia P.Co-owner, two restaurants
Individual results vary based on each client's situation.
Free discovery call
Let's look at your numbers together.
A 30-minute video or phone call with a CPA, not a salesperson. Here's what you'll walk away with:
- A quick health checkWhat's working, what's risky and what's missing in your books today.
- Tax-saving opportunitiesEntity, deductions and retirement strategies worth exploring.
- A flat monthly quoteIn writing, valid for 30 days. No pressure.
Free 30-minute call
Stop dreading your books. Start using them.
Tell us where things stand. We'll show you what we'd fix first and give you a flat monthly price before you commit to anything.