Copeland & Associates PLLC
Copeland & Associates PLLC

Copeland & Associates PLLC

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Introduction: Copeland & Associates PLLC is a full service accounting firm that provides personalized solutions for your accounting needs and price accordingly. We focus on what you and your business needs are and work to provide you with the tools you need to maximize your success. Our services include Payroll, A/R, A/P, Bookkeeping, QuickBooks Set Up, QuickBooks Training, Human Resources, Tax Preparation and Tax Strategy. Copeland & Associates PLLC pride themselves on timeliness in completed work and availability to our clients. Natalie graduated from University of Florida in 2001 with a Bachelor’s in Finance. She is currently sitting for the Florida CPA while completing her MBA specializing in Accounting. After 17 years of business development, accounting, and tax preparation for clients Nation wide, Natalie is experienced in state tax laws and working with clients remotely. Natalie’s specialty is high net worth accounting for businesses, with a focus on the medical and dental professions. In 2018, Natalie opened Copeland & Associates PLLC to be able to provide the quality of work, value, responsiveness and experience clients deserve as a business and individually. We enjoy being able to help clients with their needs. It is rewarding to be able to help clients succeed, to connect them to professionals that can provide services outside the accounting field. We love client interaction and being able to share in their growth, to be able to help alleviate concerns, and to watch clients achieve their goals.
Overview

Hired 1 time

3 employees

6 years in business

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Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

3 reviews

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Kelly C.
Apr 18, 2018
Natalie has handled all of my business and individual needs accounting needs since 2011. Her philosophy of being a concierge type accountant for AND following through on it made it a no brainer when she decided to open her own firm that my company would follow.
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NC J.
Apr 18, 2018
I stumbled across Natalie in 2013 looking for someone to help me launch an online business. She helped me from choosing which entity to use, to guiding me along the way of getting everything set up, reviewing my monthly financial reports WITH me and helping me determine how to maximize monies...where to save and where to spend. Pricing is comparable to the other firms - her availability and responsiveness is refreshing and sets her apart from the others!!
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Erik S.
Apr 18, 2018
Natalie handled our payroll, bookkeeping and tax preparation for my solo physician practice. She was timely, professional, and saved us quite a bit from the service I had used previously. Natalie prepared monthly financial reports and would meet with me regularly to review them and answer my questions. I'm a physician and much of this accounting is absolutely foreign to me. She worked closely with my office manager and billing company to insure monies were accounted for and to provide a true picture of my practice. I would highly recommend utilizing Copeland & Associates PLLC, especially if in the medical/dental field. Erik Schabert, D.O.