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.
Enjoy the “Suite” Life!
CPA Co.Pilot
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 Inspiration
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.
Business Valuations | Mergers & Acquisition Advisory | Buyer & Seller Representation
Some business owners would have to make the difficult decision of selling their business or merging with another. We strive to make the process smooth and reduce clients’ stress during the transition.
Recruiting | HR Consulting | HR Automation | Employee Training | HR Compliance | Employee Benefits | HR Management Services
From hiring and onboarding to employee relations and compliance, we can provide the helpful support clients need to keep their businesses running smoothly.
Digital Marketing | Content Writing | Public Relations | Branding & Marketing Consulting | Paid Advertising | Web & Graphic Design | Social Media | CPA Mobile App
We provide 360 marketing support to drive business growth across all platforms and channels – from traditional to digital marketing to graphic design and other creative services.
Payroll Services | Workforce Management | Talent Acquisition Tracking | Benefits Enrollment & Administration
Think about it: when your clients trust you to handle their payroll, they’re more likely to turn to you for other financial advice. Our team of experts can offer top-notch payroll services to your clients, saving them time and money.
Tenant & Property Management of Commercial Properties, Residential Properties, Short-Term Vacation Rentals, Storage Facilities, and Mobile Home Parks..
Be it commercial or residential property, our all-in real estate management solutions are designed to help property owners market their property and provide solutions for application processing, accounting, and maintenance management, and help renters find the perfect home.
ERP Selection Service | Software Implementation | Software Optimization | NetSuite | Practice ERP
Help your clients automate workflows, streamline operations, and obtain valuable insights through our software selections.
Financial Planning | Investment Management | Business Retirement Plans
Our team of seasoned financial advisors and planners work to ensure that clients’ investments are diversified, taxes are optimized, and their long-term financial goals are within reach.
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.