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.