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.
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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.
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CoCountant uses the best financial systems
Why our clients count on us
Oscar J. Muro
“We’re a 17-year-old marketing agency and have managed our books internally. Hiring CoCountant in 2024 was the best decision I've made in a long time. Our Quickbooks account needed a lot of cleanup which they did as a 1st step while providing sound accounting recommendations. Each month they do a great job of managing our books and reporting. As they get familiar with our business, they’re handling my time-consuming tasks like payroll. I would highly recommend CoCountant.”
Colleen Rupp
“I've recently stepped into a new role as the COO within the company and have started working more closely with two of CoCountant's bookkeepers, both of whom have been a great addition to our team. We are a small company, so we are small and mighty, and having a contractor do our accounting for us has been a great option. They've been a huge help with getting contractor payments in and payroll, and have been readily available and willing to help with whatever we need. We definitely want to continue using them moving forward because of that availability and because of their knowledge.”
Ravi Bajracharya
“CoCountant team is very thorough with their review of my transactions, and their comprehensive services help keep my books updated to provide a clear financial picture. I also find the CoCountant team provides a great platform for communication and is always very responsive when I need them. They have also gone above and beyond to accommodate specific requests, which is very much appreciated. Thank you CoCountant team, great to have your support and expertise.”
Edwin Goutier
“The value-to-cost ratio is amazing. I save so much time using CoCountant's services, and I get more strategic intelligence on our financial situation than I could create on my own. Wonderful service for busy entrepreneurs.”
Waynewright Malcom
“This is my first experience with CoCountant and I can say that the service has far exceeded my expectations. The resource assigned to the Controller position has been knowledgable, technically skilled, dedicated and a great team player. In addition, CoCountant's customer success and support processes ensure that all my expectations are met or exceeded. Without reservation, I highly recommend CoCountant for any of your financial outsourcing needs.”
Mark Arthur
I am the CEO and founder of Coast to Coast HR, servicing all of North America. We have been working with CoCountant for several months now, and after some hiccups with other organisations, I settled on CoCountant because they have done a fantastic job. They’re very service-focused and great to work with! They're also extremely friendly to small businesses and our tight budgets. The monthly calls we get to go over the books help me immensely. It has saved me money, and I cannot recommend them more.
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.
