What's Included in the Copper Plan
Core Bookkeeping Services
- Monthly transaction categorization
- Bank & credit card reconciliation
- Asset & liabilities reconciliation
- Month-end close
- Monthly P&L & Balance Sheet
- A/R & A/P monitoring
Technology & Integration
- QuickBooks Essentials included
- Application integrations (Shopify, Gusto, etc.)
- Client portal for secure document sharing
Support & Communication
- Monthly meetings with Account Manager
- Mid-year and year-end reviews
- Unlimited email and phone support
- Account management oversight
Is the Copper Plan Right for Your Business?
The Copper plan is perfect for:
✓ Small to mid-size businesses ready to upgrade from DIY bookkeeping
✓ Companies that want accurate books without managing it themselves
✓ Businesses that need monthly financial reports to make informed decisions
✓ Organizations that value having a dedicated bookkeeping team
✓ Companies with straightforward bookkeeping needs (no payroll or tax returns)
Typical businesses we serve:
- Consultants and professional services
- E-commerce businesses
- Small retailers
- Service-based businesses
- Nonprofits
What's NOT Included in Copper
The Copper plan does NOT include:
✗ Payroll processing (upgrade to Silver)
✗ Sales tax filing (upgrade to Silver)
✗ Business tax return preparation (upgrade to Gold)
Need payroll or sales tax services? Consider upgrading to Silver or Gold.