Books that are current.
Numbers you can run the job from.
If your books are behind, I'll catch them up. Then I keep them current every month and plan your taxes with you so April isn't a surprise. I'm Blake McClary, an Enrolled Agent who works with Arizona contractors and service businesses, and I do the work myself.
Everything you get
- Books caught up, reconciled, and tax-ready
- One fixed price, quoted before I start
- Monthly books, tax planning, and IRS help on the higher plans
- The 30-Day Catch-Up Guarantee: if I don’t have your books caught up within 30 days of getting everything I need from you, your catch-up is FREE, and you keep the file.
- The Zero-Risk Guarantee: if you don’t think this service is amazing, you’re out of your contract for $0. No fee, no notice period, no hard feelings.
5.0 on Google · 14 reviews
Get your fixed-price catch-up quote
Small business bookkeeping services built to grow with you
Choose the bookkeeping and tax plan that fits your business — from foundational bookkeeping to full-spectrum financial management with tax filing and consulting.
- ✓ Monthly P&L and balance sheet, with some insights from me each month
- ✓ My cell for calls and texts, at normal response times
- ✓ Priority scheduling for your tax return
- ✓ Annual tax planning and forecast session
- ✓ QuickBooks setup & ongoing management
- ✓ Invoice and bill pay reconciliation
- ✓ Room to grow: up to 6 accounts and 300 transactions a month total
Core bookkeeping included
- ✓ Transaction recording & categorization
- ✓ Monthly bank, credit card & processor reconciliation
- ✓ P&L statement & balance sheet
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
- ✓ When the IRS writes, Elite answers — call & letter handling (POA/TIA) billed hourly. No included hours. Audits and collections scoped separately.
- ✓ Semi-annual tax projections, each with an estimated-payment check-in
- ✓ Reply within 2 business days during business hours
- ✓ Year-end W-2s and 1099s included — up to 20 total per year
- ✓ One loan application package per year included (standard reports from the books)
- ✓ Payroll for up to 10 employees — onboarding, oversight & year-end. Day-to-day changes and bonuses are not supported.
- ✓ Job & field-service platform support — connect and sync tools like Jobber, JobTread, Housecall Pro, ServiceTitan, or Buildertrend with QuickBooks
- ✓ No account or transaction caps
Plus everything in Plus
- ✓ Monthly P&L and balance sheet, with some insights from me each month
- ✓ My cell for calls and texts
- ✓ Priority scheduling for your tax return
- ✓ Annual tax planning and forecast session
- ✓ QuickBooks setup & ongoing management
- ✓ Invoice and bill pay reconciliation
- Plus all core bookkeeping
- ✓ Transaction recording & categorization
- ✓ Monthly bank, credit card & processor reconciliation
- ✓ P&L statement & balance sheet
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
- ✓ Monthly CFO-style report — scorecard, job and service-line profitability, who owes you, an illustrative 13-week cash outlook, tax and basis outlook, and bookkeeping status. Delivered after month-end close and walked through on your monthly call.
- ✓ Dedicated monthly strategy call (up to 25 minutes) — where I walk you through your CFO report
- ✓ When the IRS writes, I answer — 2 included hours per month for IRS/DOR letters and calls, Arizona statutory agent work, bonding financials, extra loan support, workers’ comp audit support, and similar projects. Unused hours expire at month-end.
- ✓ Priority response — substantive reply within 1 business day (2 during tax season)
- ✓ Quarterly tax projections with “write this check” estimated amounts (replaces Elite’s semi-annual cadence)
- ✓ S-corp reasonable-comp review twice a year
- ✓ Insurance audit record prep, bonding financials, project tracking, and Arizona statutory agent of record
For growing businesses that want a true financial partner, not just books.
Plus everything in Elite
- ✓ Semi-annual tax projections upgrade to quarterly above
- ✓ Year-end W-2s and 1099s (up to 20 total)
- ✓ One loan application package per year
- ✓ Payroll for up to 10 employees
- ✓ Job & field-service platform support
- ✓ No account or transaction caps
- ✓ POA/TIA letter handling (hours included above)
- Plus everything in Plus
- ✓ Monthly P&L and balance sheet, with some insights from me each month
- ✓ My cell for calls and texts
- ✓ Priority scheduling for your tax return
- ✓ Annual tax planning and forecast session
- ✓ QuickBooks setup & ongoing management
- ✓ Invoice and bill pay reconciliation
- Plus all core bookkeeping
- ✓ Transaction recording & categorization
- ✓ Monthly bank, credit card & processor reconciliation
- ✓ P&L statement & balance sheet
- ✓ General ledger maintenance
- ✓ Tax-ready financial data preparation
Tax returns are prepared through Double D Tax Services, Inc., where I’m a partner and EA. Quoted separately after books are current.
Intuit Platinum ProAdvisor
Enrolled Agent — Enrolled to represent taxpayers before the Internal Revenue Service
What clients say when the books finally make sense
You are hired sir. Might have shed a small tear. This is what we’ve been missing.
It’s important you hear what a difference you are making in our operation. It really feels like you are inserting yourself into our business to help us become better and grow and it doesn’t go unnoticed.
Thank you for doing miracle work.
Blake, this is extremely helpful, thank you.
Your trusted bookkeeper and tax advisor
in Phoenix, Arizona.
Accuracy You Can Trust
Every transaction recorded, every account reconciled. Your books are always clean, organized, and audit-ready — no surprises when it's time for tax filing.
Tax Savings Strategy
Proactive tax planning on Plus (one annual planning and forecast session), semi-annual projections on Elite, and quarterly “write this check” projections on Financial Partner — so April isn't a surprise.
Real-Time Visibility
Clear monthly insights on Plus and Elite, and a full CFO-style report on Financial Partner — so you can make decisions based on facts, not guesswork.
Dedicated Partnership
You're not a number in a system. As a dedicated small business financial consultant, I take time to understand your business and provide personalized guidance at every stage of growth.
All-in-One Solution
From foundational bookkeeping to payroll, tax preparation, and business consulting — one trusted Arizona partner handles it all, so you don't need a separate bookkeeper, tax preparer, and consultant.
Responsive & Reliable
Questions don't wait for tax season. Plus gets my cell at normal response times, Elite gets a reply within 2 business days, and Financial Partner gets priority 1-business-day response plus a monthly strategy call.
Catch-Up Bookkeeping & Tax Services for Arizona Small Businesses
Looking for a Phoenix bookkeeper who also handles tax? CoPilot Bookkeeping is Blake McClary, Enrolled Agent and Intuit Platinum ProAdvisor — catch-up bookkeeping, monthly QuickBooks, and tax filing for construction, skilled trades, service businesses, and real estate investors across Arizona.
Behind on your books? I specialize in catch-up bookkeeping in Phoenix and statewide: QuickBooks cleanup, bookkeeping backlog recovery, and fixed-price catch-up projects so your records are current and tax-ready. When the backlog is clear, move onto monthly service (Plus, Elite, or Financial Partner).
Need a bookkeeper who does taxes? I combine small business bookkeeping, business and personal tax preparation, quarterly tax planning, tax forecasting, payroll setup/oversight, and IRS representation (power of attorney, letter & call handling) in one relationship — so you’re not juggling a bookkeeper, a tax preparer, and a consultant.
Serving Phoenix and all of Arizona: Scottsdale, Tempe, Mesa, Chandler, Gilbert, Glendale, Peoria, Tucson, and statewide. Whether you searched catch-up bookkeeping near me, QuickBooks bookkeeper Phoenix, construction bookkeeper Arizona, or Enrolled Agent Phoenix — if your books are behind or your taxes feel like a second job, schedule a consultation or call (602) 694-9930.