About Us
Tax-Ready Bookkeeping
Remote bookkeeping for small business owners — handled online, priced fairly
Who Are We
Copper Sun Bookkeeping is a U.S.-based remote bookkeeping service that helps small business owners stay organized, tax-ready, and confident in their financial records.
We specialize in QuickBooks cleanup, catch-up bookkeeping, monthly bookkeeping, and financial organization for small businesses across the United States.
Many of our clients come to us feeling overwhelmed by months of uncategorized transactions, missing records, or bookkeeping that has fallen behind. We help turn messy books into accurate, organized financial records that business owners and tax professionals can rely on.
Our goal is simple: provide clear, accurate bookkeeping so you always know where your business stands and are prepared when tax season arrives.
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Our Mission
Our mission is to give business owners the financial clarity they need to succeed.
We help small businesses stay organized, tax-ready, and in control of their finances through accurate bookkeeping, dependable reporting, and responsive support.
We believe bookkeeping should be simple, accessible, and stress-free. That’s why we provide professional bookkeeping services designed to save time, reduce frustration, and give business owners confidence in their numbers.
Your business deserves more than bookkeeping—it deserves a financial system that supports growth
What We Do
We help small business owners take control of their finances through professional bookkeeping, QuickBooks setup, cleanup, catch-up services, and ongoing financial organization.
Whether you’re behind on your books, struggling to keep up with transactions, or starting from scratch, we create accurate, organized financial records that help you understand your business and prepare for tax season.
Our services include:
- Bookkeeping Cleanup
- Catch-Up Bookkeeping
- Monthly Bookkeeping
- Bank & Credit Card Reconciliations
- eCommerce Store
- Tech Support
Meet Our Team Leadership
Brian Davis
Chief Executive Officer (CEO)
Brian Davis serves as the Chief Executive Officer of Copper Sun Bookkeeping providing the strategic leadership that drives the company’s growth and long-term vision. He oversees business operations, technology initiatives, client experience, and the development of systems designed to help small businesses receive reliable, efficient, and professional bookkeeping services.
Brian is committed to building a client-focused company that values integrity, accuracy, innovation, and exceptional customer service. His leadership ensures that Tax Ready Bookkeeper continues to improve its processes, embrace modern technology, and deliver dependable financial support to entrepreneurs across the United States.
Working alongside the bookkeeping team, Brian’s mission is to build a trusted firm where business owners can confidently rely on accurate financial records, organized bookkeeping systems, and year-round tax readiness.
“Our goal is simple: help every client stay organized, informed, and tax-ready so they can focus on growing their business.”
brian@coppersunbookkeeping.com
Jody Holman
Senior Bookkeeper
Jody Holman is the Senior Bookkeeper at Tax Ready Bookkeeper, helping small business owners maintain accurate financial records, stay organized throughout the year, and prepare for tax season with confidence.
She specializes in QuickBooks Online, bookkeeping cleanup, monthly bookkeeping, and creating organized financial systems that help entrepreneurs understand their numbers and make informed business decisions. Her mission is to help clients reduce stress, avoid costly bookkeeping mistakes, and stay tax-ready all year long.
info@coppersunbookkeeping.com
Team Bookkeeper
Staff Bookkeeper
Our Staff Bookkeeper supports clients by accurately recording financial transactions, reconciling bank and credit card accounts, organizing financial records, and helping ensure every client’s books remain current and accurate.
Working closely with the Senior Bookkeeper, they help maintain the consistency, accuracy, and attention to detail that our clients expect.
Team Bookkeeper
Staff Bookkeeper
Our second Staff Bookkeeper provides additional bookkeeping support for growing businesses, assisting with transaction categorization, financial record maintenance, account reconciliations, and monthly bookkeeping tasks.
By working as a team, we are able to provide responsive service, dependable communication, and consistent bookkeeping for every client.
Why Work With a US-Based Bookkeeper?
01.
Same Time Zone Communication
Need help during business hours? Have a question in the evening? We are available when U.S. business owners are working. No waiting overnight for answers. convenience
02.
Clear Communication
Good bookkeeping requires clear communication. We understand U.S. business terminology, everyday language, and the way small business owners actually operate.
03.
Familiar With U.S. Business Practices
From QuickBooks and bank reconciliations to tax-season preparation, we understand the systems and processes American businesses use every day.
04.
Faster Problem Resolution
Questions and bookkeeping issues can often be resolved quickly because we’re available during normal business hours and offer evening and weekend availability.
05.
Tax-Ready Focus
Our bookkeeping is designed to help business owners stay organized throughout the year so tax season becomes easier, less stressful, and more predictable.
06.
A Real Partnership
We don’t just record transactions. We help business owners create organized financial systems that support growth and better decision-making.
Why Choose Us?
As a QuickBooks Online ProAdvisor, we help small business owners maintain accurate, organized, and tax-ready financial records.
Through CS Bookkeeping remote online services saving you time and money.
Why Clients Choose Copper Sun Bookkeeping
✓ Tax-Ready Financial Records
✓ QuickBooks Expertise
✓ U.S.-Based Support
✓ Cleanup & Catch-Up Specialists
✓ Remote Convenience
✓ Evening & Weekend Availability
✓ CPA-Friendly Bookkeeping
✓ Personalized Service
✓ Clear Financial Reporting
✓ Accurate Monthly Reconciliations
How This Work
Step 1: Schedule Your Free Records Review
Getting started is simple. Schedule a free consultation and tell us about your business and bookkeeping needs. There are no office visits, no traffic, and no waiting rooms. Everything is handled remotely by phone, email, or video meeting from the comfort of your home or office.
Step 2: Securely Upload Your Documents
Using our secure QuickBooks Client Portal, you can safely upload bank statements, credit card statements, and other financial documents. If needed, we’ll show you how to redact sensitive information before uploading. Most clients can complete this step in just a few minutes without leaving their desk.
Step 3: Receive Your Customized Bookkeeping Plan
After reviewing your records, we’ll identify any missing transactions, unreconciled accounts, bookkeeping errors, or cleanup work that needs attention. You’ll receive a clear action plan outlining exactly what needs to be done, how long it will take, and the cost before any work begins.
Step 4: We Organize, Clean Up, and Reconcile Your Books
Once approved, we handle the bookkeeping for you. We organize transactions, reconcile bank and credit card accounts, correct errors, clean up QuickBooks, and prepare accurate financial reports. You’ll save hours of frustration while gaining a clear picture of your business finances.
Step 5: Stay Tax-Ready All Year Long
After your cleanup or catch-up project is complete, you can continue with monthly or quarterly bookkeeping support. We keep your records organized throughout the year so you’re prepared for tax season, loan applications, financial planning, and important business decisions.
With our fully remote bookkeeping service, there’s no need to drive to an office, schedule multiple appointments, or spend hours sorting paperwork. Simply upload your documents, and we’ll take care of the bookkeeping while you focus on running your business.
Ready to stop worrying about your bookkeeping?
Ready to get your books organized? Schedule your free records review today and discover how easy bookkeeping can be when it’s handled remotely by a QuickBooks ProAdvisor.
