CopperGrowth

Ideal for growing businesses

Annualized earnings: $150k to $300k

· Monthly bookkeeping

· Expense tracking and categorization

· Bank reconciliation

· Invoicing and accounts receivable management for up to 10 customers

· Accounts payable management for up to 20 vendors

· Budgeting and forecasting

· Payroll processing and payroll tax filing for up to 10 employees

· Individual and business tax preparation support

· Email support

· Quarterly financial health checkups

CopperEfficiency

Ideal for established businesses seeking efficiency

Annualized earnings: $300k to $450k

· Monthly bookkeeping

· Expense tracking and categorization

· Bank reconciliation

· Invoicing and accounts receivable management for up to 15 customers

· Accounts payable management for up to 25 vendors

· Budgeting and forecasting

· Payroll processing and payroll tax filing for up to 15 employees

· Individual and business tax preparation support

· Financial analysis and KPI reporting

· Cash flow management

· Phone and email support

· Quarterly financial health checkups

CopperElevation

Ideal for elevating your business to new heights

Annualized earnings: $450k to $600k

· Monthly bookkeeping

· Expense tracking and categorization

· Bank reconciliation

· Invoicing and accounts receivable management for up to 20 customers

· Accounts payable management for up to 30 vendors

· Budgeting and forecasting

· Payroll processing and payroll tax filing for up to 20 employees

· Individual and business tax preparation support

· Financial analysis and KPI reporting

· Cash flow management

· Customized business advisory services

· Biannual tax planning strategy sessions

· Phone and email support

· Monthly financial health checkups

CopperElite

Ideal for companies needing a dedicated business partner

Annualized earnings: $600k to $750k

· Monthly bookkeeping

· Expense tracking and categorization

· Bank reconciliation

· Invoicing and accounts receivable management for up to 25 customers

· Accounts payable management for up to 35 vendors

· Budgeting and forecasting

· Payroll processing and payroll tax filing for up to 25 employees

· Individual and business tax preparation support

· Financial analysis and KPI reporting

· Cash flow management

· Customized business advisory services

· Quarterly tax planning strategy sessions

· Annual business strategic planning session

· Dedicated phone and email support (24/7/365)

· Monthly financial health checkups

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