We make your numbers make sense
At CanopiBooks, we help small business owners like you feel confident and in control of their finances.
No jargon. No disappearing acts. Just personal service, powerful reports and answers when you need them.
Accounting Services
Know where your business stands, every single month. Custom plans based on your needs.
The Calm Operator - Starter Package
You just want to stop stressing about receipts and wondering if you're missing something. We keep your books accurate and up-to-date so you can focus on running your business, not chasing transactions.
Monthly bookkeeping
Financial reports
Year-end tax ready books
Email support
Perfect for solopreneurs who want clean books without the stress.
The Empowered Owner - Growth Package
You’ve moved beyond just surviving, you’re focused on growth. This package adds expert tax support and proactive check-ins, so you're never flying blind and always one step ahead.
Everything in Starter
Business tax prep & filing
Personal tax prep & filing
Quarterly tax estimates
Payroll Setup & management
Quarterly check-ins
Best for owners who want to understand what the numbers mean.
You’re ready to lead like a CEO. We are your back-office team handling the day-to-day while giving you powerful tools, insights, and conversations to guide long-term decisions. This is where numbers become strategy
Everything in Growth Package
All-in-one accounting
Monthly strategy sessions
Custom dashboards and forecasting
Priority support
Designed for founders ready to scale with clarity and confidence.
The Strategic CEO - Premium Advisory
starting at $95 per month
starting at $295 per month
starting at $495 per month
2. A Financial Partner You Can Reach
No more ghosting. We respond quickly and actually care. You’re not just a file in our system.
3. Reports That Talk Like a Human
We turn spreadsheets into real stories—so you always know what’s working and what’s not.
1. Peace of Mind, Finally
We keep your books up-to-date so you don’t have to worry about what’s missing.
What You Get When You Work With Us


He was extremely helpful in making recommendations to help us streamline our systems, gave quick turnarounds and responses to our questions so that we can focus on running our business.
-L Englert (Google Review)
Let's Get Started
You’ll get fast action, a clear plan, and all the freedom that comes with organized finances.