Bookkeeping
We manage your books meticulously, ensuring financial accuracy with zero effort from you.
FINANCIAL MANAGEMENT FOR CHARITIES
Achieve maximum impact with immaculate finances
Maximizing impact is crucial for mission-focused organizations. However, inadequate accounting and bookkeeping can undermine their operations. CoCountant offers financial management for charities to ensure efficient business operations and maximum impact.
Talk to an expert
Grant and donation management
What we’ve observed
- Charities often struggle with tracking and managing funds coming from various sources like grants, donations, and government subsidies.
What we do
- CoCountant allocates and tracks every dollar, ensuring compliance and effective utilization.
Overhead costs
What we’ve observed
- Managing overhead costs is crucial for charities to maintain donor trust and allocate more funds to their cause.
What we do
- We offer precise overhead cost analytics to help you identify cost reduction opportunities, allowing more funds to be directed toward your mission.
Financial transparency and reporting
What we’ve observed
- Transparency in financial reporting is essential but often challenging due to the complexity of fund allocation.
What we do
- CoCountant’s reporting tools offer transparent, easy-to-read financial statements to maintain donor trust and simplify compliance.
Project budgeting
What we’ve observed
- Charities often work on multiple projects simultaneously, making it difficult to manage budgets effectively.
What we do
- Our multi-project budgeting features enable you to allocate funds accurately, preventing budget overruns and ensuring project success.
sales tax and VAT regulations, ensuring you’re fully compliant while maximizing deductions.
How CoCountant helps your business
We offer a range of specialized services that complement our financial management services for charities.
View detailsView details
CoCountant uses the best financial systems
Why our clients count on us
Close time cut from 20 days to 10
Entertainment media company, 50–200 person team
Their controller is consistently and readily available for chats and meetings whenever we need their help. We definitely want to continue using them because of their availability and expertise.
Recovered $200K in overdue AR
PropTech SaaS company, 11–50 person team
Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable. Our reporting to board members and shareholders has also improved significantly.
12 hrs exec time saved / month
Fractional HR consultancy, founder-led
Extremely friendly to tight budgets. Their monthly calls to go over the books help immensely and save me money. With reconciled accounts and their timely updates, I have a clear picture of my revenue, expenses, and cash flow.
Custom chart of accounts built
Botanical gift box e-commerce brand, solo founder
They came in and helped me with exactly what I needed: setting up QuickBooks, detailed bookkeeping, building custom categories specific to my business so I know where I’m spending to improve cash flow, and monthly calls to review transactions.
Audit-ready & tax-smart
Specialty music instrument retailer, founder-led
They helped us with compliance and tax planning, streamlining our financial management system and accounting processes. They’re dedicated to our success and really understand our needs.
14 months cleaned & reconciled
Digital marketing and web agency, founder-led
Hiring CoCountant in 2024 was the best decision I’ve made in a long time. Each month they do a great job of managing our books and reporting.
Strong ROI, more strategic intel
Business consulting and innovation firm
The value-to-cost ratio is amazing. I save so much time using CoCountant’s bookkeeping services, and I get more strategic intelligence on our financial situation than I could create on my own. Wonderful service for busy entrepreneurs.
Systems streamlined, ops simplified
Health-tech startup, precision medicine platform
CoCountant team is very thorough with their review of my transactions, and their bookkeeping service helps keep my books updated to provide a clear financial picture.
Join hundreds of charities who trust CoCountant for their financial management needs
See the CoCountant difference in your operations with our tailored financial management for charitable organizations! Get started with controller-led plans from just $160 — designed to streamline your operations, ensure accountability, and strengthen your bottom line.
