Bookkeeping
We manage your books meticulously, ensuring financial accuracy with zero effort from you.
FINANCIAL MANANEMENT FOR PTO / PTAS
Empowering education, simplifying finances
We’re more than just your accountants. We are a strategic ally committed to helping your PTO/PTA organization succeed financially.
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Fundraising revenue management
What we’ve observed
- Fundraisers are the lifeblood of Parent-Teacher Organizations (PTO) and Parent-Teacher Associations (PTA), but they come with complex accounting needs like revenue tracking and expense allocation.
What we do
- CoCountant provides specialized accounting solutions to track every dollar you raise, ensuring your fundraisers are as profitable as they can be.
Budget management
What we’ve observed
- Budgeting is often a challenge, with income mainly coming from membership fees, donations, and events.
What we do
- With our custom budgeting tools, CoCountant helps you plan your financial year, allocate resources effectively, and maximize your impact.
Expense management
What we’ve observed
- Managing expenses for events, supplies, and administration can get complicated without the right tools.
What we do
- Our system streamlines expense reporting and approval workflows, helping you make the most of your funds.
Compliance and transparency
What we’ve observed
- Maintaining financial records that comply with regulations is crucial but can be time-consuming.
What we do
- CoCountant ensures your accounting is up-to-date and compliant, aiding in transparent reporting to your members and stakeholders.
How CoCountant helps your business
We offer a range of specialized services that complement our financial management services for PTO and PTAs.
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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 Parent Teacher Associations who trust CoCountant for their financial management needs
See the CoCountant difference in your PTO/PTA's financial operations! Get started with controller-led plans from just $160 — designed to streamline your operations, improve accountability, and strengthen your bottom line.
