CanopiBooks

We will handle your accounting - so you don’t have to.

Accounting firm (show on map)

Oregon-based bookkeeping and CPA firm offering stress-free accounting services for small businesses.

About

CanopiBooks is a small business accounting firm based in Portland, Oregon, specializing in bookkeeping, tax preparation, payroll setup, and strategic financial advisory. Founded and led by Morgan Tigli, a licensed Certified Public Accountant and QuickBooks ProAdvisor with over a decade of experience, the firm serves creative freelancers, family-run shops, and growing teams.

Services range from monthly bookkeeping and year-end tax-ready books to all-in-one accounting with custom dashboards and forecasting. CanopiBooks emphasizes transparent, responsive, and personalized support, offering month-to-month or annual plans starting at $95/month with a free consultation for new clients.

Licensed CPA & QuickBooks ProAdvisor

10+ years of bookkeeping experience

Personalized service tailored to your business goals

Month-to-month or annual plans with no long contracts

Free consultation for new clients

Responsive communication with fast turnaround

Services

Bookkeeping Service

Monthly bookkeeping to keep your books accurate and up-to-date, with financial reports and year-end tax-ready books.

Monthly bookkeeping Financial reports Year-end tax ready books Email support

Tax Preparation Service

Business and personal tax preparation and filing, with proactive planning to avoid April surprises.

Business tax prep & filing Personal tax prep & filing Quarterly tax estimates Proactive planning

Payroll Setup & Management

Set up and manage payroll for your business, ensuring compliance and timely payments.

Payroll Setup Payroll Management Compliance support

QuickBooks Online Assistance

Help with QuickBooks Online setup, cleanup, and ongoing management.

QuickBooks Online setup Books cleanup Ongoing management System streamlining

Strategic Financial Advisory (Premium)

All-in-one accounting with monthly strategy sessions, custom dashboards, and forecasting for scaling businesses.

Monthly strategy sessions Custom dashboards and forecasting Priority support All-in-one accounting

Credentials & Certifications

Certified Public Accountant (CPA)

QuickBooks ProAdvisor

Frequently Asked Questions

What kind of businesses do you work with? +

We specialize in small businesses across Oregon and the Pacific Northwest, from creative freelancers to family-run shops to growing teams.

Do I have to sign a long contract? +

Not at all. Start with a free consultation, then choose month-to-month or annual service, whatever fits your goals.

How much does it cost? +

We work with all budgets. After your free consult, we’ll recommend one of our plans (from simple bookkeeping to all-in-one accounting) that fits your needs. No surprises, just a fair, predictable rate.

What does the process look like? +

It starts with a free consultation. We’ll talk about your business, review your books, and show you what a better setup could look like.

What services do you offer? +

We offer bookkeeping, tax preparation, payroll setup, QuickBooks Online assistance, and full-service strategic financial advisory for small businesses.

Where do you serve clients? +

We proudly serve small businesses throughout Oregon and the Pacific Northwest, offering virtual bookkeeping and CPA-level expertise.

Do you offer a free consultation? +

Yes, we offer a free consultation for new clients to review your needs and recommend the best solution.

What are your pricing tiers? +

Starter starts at $95/month (bookkeeping only), Growth starts at $295/month (bookkeeping and tax preparation), and Premium starts at $495/month (full service accounting).