Copper Coin Financial, PC

Get the Financial Freedom

that Comes with Well-Managed Finances

We'll organize your books so that you’re not scrambling come tax time.

Using the Profit First system™, we'll help you save for taxes, pay yourself, and pay your employees more.

Revolutionize your Cash Flow

We interpret the story your numbers are telling you so that you can focus on your shop.

Make Better Business Decisions

Meet the Quilt Shop’s Accountant

Jacob Curtis co-owns a quilt shop and knows how overwhelming owning a quilt shop can be He is also a Certified Public Accountant (CPA) and a Certified Profit First Professional (CPFP)

Before joining Utah Valley Quilting, they were drowning in debt, struggling to pay for things, and had a completely overwhelmed partner After a year of Jacob's guidance and using the Profit First system, they paid off $50,000 of debt with annual sales under $200,000! Jacob and his partner now own a quilt shop with less financial stress that has no debt, pays them, pays their taxes, and pays their employees!

We Love To See Our Clients Win

"Jacob responds quickly; that's wonderful And I can ask him any question, dumb or not, and I get a straight-shot answer " "Since working with Jacob and the team, we've had the time to actually work on non-accounting things, which has been amazing!" "I hesitated to change accounting firms The number one thing that I need is communication, and Jacob is so excellent at that Coming from a quilt store background, he also understands the language and the things I am dealing with " "Jacob actually listens He asks really good questions to help us figure out what is needed He follows through with the things he says he will do He's on top of everything, and I really, really appreciate that "

Here's How to Get Started

Schedule a Call - We'll identify critical issues and answer any questions you have You'll also learn about our proven approach to managing your finances

Customize a Profit Plan - We'll work with you, hand-in-hand, to clarify your financial picture Then we'll design a custom strategy that helps you live your ideal future at work and home You'll get the guidance you need when you need it

Enjoy Financial Freedom - Finally, have less financial stress, pay down your debt, have the money to pay your taxes, and be rewarded for your committed hard work

We Specialize in Accounting For Quilt Shops

Owning a quilt shop can be a blast Still, it can also be very stressful – from making sure you have enough cash to handling customers, suppliers, and employees Often, it can feel like we are a hamster on its wheel – running and running and running but never going anywhere Owning a quilt shop should not cost you money and be so financially stressful

But with Curtis Accounting Solutions, we'll organize your books so that you’re not scrambling come tax time Using the Profit First system™, we'll help you save for taxes, pay yourself, and pay your employees Finally, we'll interpret the story your numbers are telling you so that you can focus on your shop

You're great at doing what you do We're great at helping you profit from it

We don't offer a la carte services Instead, we offer our clients a full suite of accounting services, including bookkeeping, financial consulting, Profit First cash flow management, payroll services, tax preparation, and business advising These services are combined into tailored packages so that our partnership with you can have maximum impact

The Ultimate One-Page Profit First Guide

The System to Piecing Together Financial Freedom What is a financial consultant? A financial consultant is an outsourced financial expert It's someone you hire to help you scale your business and remain profitable They can help with many tasks They'll be able to organize and optimize your bookkeeping, decide when it's time to hire an employee and coach you on your pricing structure

What is Profit First? Profit First is a strategy from author and business guru Mike Michalowicz that flips the traditional accounting formula Using behavioral psychology, Profit First helps you prioritize profit, shifting your cash flow to limit expenses and maximize your take-home pay At Curtis Accounting Solutions, the Profit First system informs much of our work