FAQs
1.What bookkeeping software do you work with?
We specialize in QuickBooks Online but can work with systems that integrate with it.
2, How often will you update my books?
We provide monthly reconciliations and reports, plus as-needed support between months.
3. Do you handle tax preparation?
We prepare books for tax readiness and work with your CPA, but we do not file taxes unless contracted separately.
4. What if I’m behind on my bookkeeping?
We offer cleanup and catch-up services to bring your books current before onboarding.
5. Can you help with mileage and per-diem tracking?
Yes — we categorize mileage and per-diem to accurately reflect income and expenses for adjusters.
6. How do I know which pricing plan I need?
During your free consultation, we assess your volume of transactions and deployment activity to recommend the best plan.
7. Do I need to save every receipt while I’m on deployment?
While keeping receipts is recommended, we understand that it’s not always realistic during long deployments. We use bank and card transactions as the primary source of documentation and provide guidance on what you should keep for tax and audit purposes.
8. Is there a contract?
Our services are month-to-month with flexible commitment to suit your schedule and needs.
How It Works
Getting your bookkeeping handled shouldn’t be complicated—especially during busy catastrophe seasons.
Here’s exactly what to expect when you work with Copper Sun Bookkeeper.
Step 1: Get Started (Client Intake Form)
Click the Get Started button and complete a short intake form.
This helps me understand:
- The type of insurance adjusting work you do (catastrophe, daily, independent, staff)
- Your business structure (sole proprietor, LLC, etc.)
- Your current bookkeeping situation
- What services you need (monthly bookkeeping, catch-up, cleanup, QuickBooks setup, tax-ready books)
Takes about 5–10 minutes.
Step 2: Free Consultation (Calendly)
After submitting the form, you’ll be prompted to schedule a free consultation using my Calendly link.
During this call, we will:
- Review your current financial setup
- Discuss your income cycles and expenses as an adjuster
- Identify any bookkeeping issues or gaps
- Confirm which services are the best fit for you
- This call is no pressure and designed to make sure we’re a good match.
Step 3: Customized Service Proposal
Based on your consultation, you’ll receive:
- A clear breakdown of recommended services
- Transparent monthly pricing
- A summary of what I’ll handle for you (and what you don’t have to worry about anymore)
- You’ll know exactly what you’re getting before moving forward.
Step 4: Agreement & Secure Onboarding
Once you’re ready to move forward:
- You’ll sign a digital service agreement
- Complete a secure onboarding checklist
- Provide access to your financial accounts (bank feeds, existing QuickBooks, etc.)
- Everything is handled securely and electronically for convenience.
Step 5: QuickBooks Setup or Optimization
If you already have QuickBooks:
- I’ll review your setup
- Clean up or optimize your chart of accounts
- Ensure it’s tailored for insurance adjusters
If you don’t have QuickBooks:
- I’ll help you choose the correct plan
- You can purchase QuickBooks using my ProAdvisor link for 30% off
- I’ll handle the setup for you so it’s done right from the start
- If you prefer not to purchase immediately, we’ll discuss alternative options during your consultation.
Step 6: Ongoing Bookkeeping & Support
Once onboarding is complete, I take it from there.
You’ll receive:
- Monthly bookkeeping tailored to catastrophe adjusters
- Organized, accurate financials
- Reports that make sense
- Books that are tax-ready and CPA-friendly
- Ongoing support when questions come up
- So you can focus on claims, deployments, and income, not spreadsheets.
Ready to Get Started?
Click the Get Started button below to complete the intake form and schedule your free consultation.