Bookkeeping, Financial Management & Controller Services
Copperstone provides remote bookkeeping, outsourced financial management, and controller-level support for growing owner-led businesses that have outgrown DIY bookkeeping but aren’t ready for a full-time finance team.
Bookkeeping
Starting around $595/month
- Professional monthly bookkeeping for small businesses that want clean, accurate, tax-ready books without spending nights and weekends in QuickBooks.
Includes:
• Transaction categorization
• Bank and credit card reconciliations
• Monthly close
• Profit & Loss, Balance Sheet, and basic Cash Flow reporting
• Month-end financial package
• Owner-friendly monthly financial summary
• Coordination with your CPA so tax time is smoother
Starting points are based on typical small-business complexity. We’ll review your current setup, industry, and transaction volume during your complimentary Fit Call to provide a tailored proposal.
Financial Management
Starting around $1,250/month
- Our flagship service for growing owner-led businesses that need more than bookkeeping.
Includes everything in Bookkeeping, plus:
• Accounts receivable monitoring
• Accounts payable oversight
• Cash position reporting
• Budget vs. actual reporting
• KPI tracking tailored to your business
• Basic cash-flow forecasting
• Monthly financial review meeting
• Clear explanations of what’s happening in your business and what to focus on next
Controller Services
Starting around $2,500/month
- For more established or complex businesses that need financial leadership but aren’t ready for a full-time Controller.
Includes everything in Financial Management, plus:
• Accrual accounting support
• More sophisticated monthly close
• Forecasting and scenario planning
• Management and profitability reporting
• Margin and customer/service-line analysis
• Financial process and internal control improvements
• Accounting workflow design and oversight
• Coordination with your CPA/tax professionals
• Regular financial meetings with the owner or leadership team
One-time Services
QuickBooks Cleanup & Setup and Financial Health Check
- In addition to ongoing monthly support, Copperstone offers focused one-time projects:
QuickBooks Cleanup & Setup (starting around $1,000)
For businesses with messy or incomplete books, or those moving into QuickBooks Online. We clean up past periods, organize your chart of accounts, and set up a stronger foundation so your ongoing bookkeeping and reporting are reliable.
Financial Health Check (typically $500–$750)
A focused review of your financial reporting, books, cash flow, AR/AP, and accounting processes. You’ll receive a concise assessment outlining what’s working, what needs attention, what’s missing, and what we recommend changing so you can move forward with clarity.
How Copperstone works with your business
We act as a remote extension of your team—handling the day-to-day bookkeeping, building clear financial reporting, and providing ongoing financial management or controller-level support as you grow. You get professional financial discipline and insight without building an internal accounting department.
Our work is designed around:
• Remote-first collaboration
• Clear, owner-friendly reporting
• Consistent monthly close and review
• Practical recommendations you can act on
Clean books. Clear reporting. Better financial decisions.