Ready to soar even higher? Tap into the full capabilities of your brand by helping clients with more than just their day-to-day finances.
CPA Co.Pilot helps you navigate the untapped potential of your accounting firm beyond simply selling your expertise and time. We are ready to be your firm’s strategic partner with our business suite of services designed to help you outsource critical business functions under your unique brand – so your clients don’t have to look elsewhere. From wealth management and ERP solutions to providing marketing support, HR guidance, payroll advice, property management, and even business brokerage services!
Moving Beyond Accounting
CPA firms have evolved around the practice of selling their expertise and time. However, in today’s rapidly changing business landscape, firms that rely solely on hourly billing will struggle to maintain profitability and competitiveness.
By moving away from traditional hourly billing and adopting new approaches that leverage technology, innovation, and strategic partnerships, your CPA firm can increase profitability, improve client satisfaction, and position yourselves for long-term success.
Our roots started within a CPA firm that saw a great need for their clients and believed that the best way to serve them was by outsourcing from the firm’s inter-departments to their clients. As demand for these outsourced services grew, so did the success of the firm, its clients, and its community. Fast track ten years later, and we’re a network of 10 affiliate services and counting, all of which are tailored to meet the diverse needs of your clients. Check out our service offerings below.
1. Jet Set
You refer your clients to us, and we cut you a check; it’s just that easy.
2. Private Charter
Some of our service lines are available to be white-labeled under your firm’s brand.
3. Flight School
We will coach you on how to build your own external service line and help your firm soar.