Simple, stress-free finances—handled by Diane Coppo, CPA

From annual returns to monthly books and on-call advice, Diane makes your numbers clear so you can make great decisions.

What I do

Individuals & small businesses. Federal & state. Extensions, amendments, quarterly estimates.

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Clean, accurate books you can trust—categorization, reconciliations, payroll coordination, monthly reports.

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Entity setup, KPI dashboards, cash-flow planning, year-round answers to “what should I do?”

How do I upload my documents?

Use the Upload Files page to add your details and drag-and-drop any files. You’ll get a confirmation on submit.

What software do you support?

QuickBooks, Wave, and spreadsheet imports. Ask about others.

Do you offer year-round help?

Yes—advisory options include quarterly check-ins and on-call support.

What clients say

Diane caught deductions I’d missed and explained everything clearly.

Alex S. — Small business owner

Monthly reports make decisions easier and year-end was a breeze.

Riley M. — Contractor

From entity setup to quarterly planning, Diane is our first call.

Kei T. — Freelancer