Bookkeeping Purrk Services

Ledger Service Details

Monthly bookkeeping that keeps your bank, Stripe, and records in sync using Copycat Go standards

Monthly fee$15 / month
Setup fee (within first 30 days)$0
Setup fee (after 30 days)$150 one-time

What’s included

IncludedDetails
Bank reconciliationMonthly
Stripe reconciliationMonthly
Income categorizationSales, fees, refunds
Expense categorizationStandard operating costs
Standard chart of accountsCopycat Go model
Monthly summarySimple profit snapshot
ConsistencySame structure every month

Reports

Profit & Loss (P&L)YesMonthly
Balance SheetYesMonthly
Year-to-date P&LYesOn request
Filing-ready summariesYesWhen needed

What’s not included

Tax filingFederal, state, or local
Tax adviceStrategy or planning
PayrollEmployees or contractors
Sales tax collectionSetup or remittance
Historical cleanupBeyond setup
Custom reportingOutside CG standard
Audit supportAny representation

Expectations

ExpectationRequirement
Business accountSeparate bank account
Stripe accessActive payouts
StatementsProvided on time
Business typeSingle-owner
UsageCopycat Go business only

Filing Services Details

Submission of required government forms using your reconciled Copycat Go books.

Filing typePrice
Monthly sales tax filing$25 / month per jurisdiction
Annual federal filing (Schedule C)$150 / year
State income filing$75 / year
Late or amended filing$100+ case-by-case

What’s included

Form preparationStandard forms only
SubmissionElectronic or mail
DeadlinesOn-time filing
ConfirmationsProof provided
Data sourceCopycat Go Ledger only

What’s not included

Tax adviceNo planning
Legal adviceNo entity guidance
RepresentationNo audit defense
DisputesNo appeals
Multi-entityNo complex structures
Historical fixesNo cleanup

Expectations

Ledger activeRequired
Client approvalSign-off before filing
TimelinessInfo provided on time
ComplexitySimple, standard forms