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Copat Bookkeeping
Copat Bookkeeping

Copat Bookkeeping

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Accounting needs
Annual income
Accounting software
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Introduction: Hi. My name is Pat Walklett and I am the owner of CoPat Bookkeeping with over 20 years of Remote Bookkeeping experience. COVID-19 Response As a valued customer and member of our shared community, your safety and well being are our top priority. We are offering no-contact consultations and meetings via Zoom, Skype or Phone. We provide secure document transfers. We encourage all of our customers to take advantage of our virtual environment. We provide Accurate and Affordable Bookkeeping Services for Small Businesses Nationwide. Maybe you think your business is too small to outsource your Bookkeeping but we don't think so. We provide several customizable monthly Value Plans so you can choose the one that matches your bookkeeping needs within your budget. If you are doing your own bookkeeping you may be struggling to focus on your business operations. Let us focus on your books and provide you with the financial tools you need to build your business. By outsourcing your bookkeeping to professionals instead of hiring employees to do it, you can save time, money, and aggravation. We also do "catch up bookkeeping". We will help you catch up your bookkeeping so you will have accurate reporting for State and Federal taxes and other government agencies in a timely manner
Overview

Hired 1 time

Background checked

1 employee

1 year in business

Payment methods

Cash, Credit card, PayPal, Samsung Pay

Featured Projects

3 photos

Reviews

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

5.0

4 reviews

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Pam H.

Pat is a skilled and thorough bookkeeper. She understands accounting principles and has an excellent business mind. She doesn't just focus on the transaction, but the intent and ensures that it is recorded correctly and within the appropriate context of the business. She is quick, thorough and a professional.
Copat Bookkeeping's reply
Thank you Pam. I hope you and your family are all doing well. Pat
Jan 13, 2021
Alexia S.

Accounting

It was a great pleasure speaking with Pat about all of my bookkeeping needs. I look forward to working with her. She is easy going and nice to talk with about something so daunting. It was a pleasure.
Copat Bookkeeping's reply
Thank you Alexia.
May 12, 2021
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Verified
Tomaro P.

Working with Copat over the past couple of months has been wonderful. Our nonprofit organization was in great need of a bookkeeper with a lot of work to be done. Ms. Pat has been beyond helpful, understanding, professional, and a great source of information. Anyone looking for quality work, care, and a team player, contact Copat. You won't regret it!
Apr 1, 2021
Lynne G.

Pat is very knowledgeable, easy to work with and very responsive. I highly recommend Copay Bookkeeping.
Apr 12, 2021
Credentials
Background Check

Patricia Walklett

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    We provide monthly customizable value plans. Whether you are a sole proprietorship, a partnership, an LLC or a Corporation, you need accurate and timely bookkeeping. But you may not all need the same bookkeeping services. At least one of our Customizable Value Plans should meet your business and budgetary requirements.

  • What is your typical process for working with a new customer?

    I like to have an initial call to get to know the client and their needs and any problems they currently have. During this call I will go into why I think I can help them. Second call will be to drill down on more details. We'll review the Value Plans and my proposal as to the one I think fits the client best. But it is always the client who makes the final decision. Proposed costs will be discussed at this meeting. The next call is to review and sign off on engagement letter, Scope of work, and the final go ahead. Next steps.

  • What education and/or training do you have that relates to your work?

    I worked in Bank Operations for 15 years. This position included managing the Account Reconciliation and error resolution process. I opened my own petsitting business and ran it for 12 years. My best years topping out with $60k in annual sales. I did my own bookkeeping and used a Payroll Company and CPA for their expertise. I have done remote bookkeeping for several companies as their employee for the past 20 plus years. One was a Temporary Staffing agency. When I started doing their bookkeeping, there were only 3 small offices locally. Over time, the number of offices grew to over 15 and were located all over the country. I continued to do the centralized Bookkeeping until I retired in 2016. I spent a couple more years working for a non-profit animal shelter as their bookkeeper.

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