Financial management can make or break your growth in an industry where innovation is the currency. CoCountant helps tech companies navigate financial complexities by offering the best financial management for software companies.
Simplify software capitalization and R&D tax credits
What we’ve observed
Understanding what software development costs to capitalize and what qualifies for R&D tax credits can be convoluted.
What we do
Demystify the financial aspects of software development. We help you understand how to capitalize on development costs and maximize R&D tax credits.
Optimize billing and revenue recognition
What we’ve observed
Managing revenue from different sales channels can be overwhelming and prone to errors.
Seasonal revenue spikes require meticulous planning and accounting.
What we do
We automate the revenue recognition process aligned with GAAP or IFRS standards, ensuring financial statements accurately reflect your performance.
Client and project billing
What we’ve observed
Complex projects can have varied billing structures, including recurring, milestone-based, or even consumption-based billing.
What we do
We recommend and integrate cutting-edge software solutions to automate repetitive tasks and improve efficiency across your operations. With real-time tracking you make informed purchasing decisions.
Maximize profitability and cash flow
What we’ve observed
Rapid scaling often leads to cash flow issues and operational inefficiencies.
What we do
Implement proactive cash management strategies and performance metrics to ensure you’re maximizing profitability.
How CoCountant helps your business
We offer a range of specialized services that complement our financial management services for technology and software companies.
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Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable.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 tech companies who trust CoCountant for their financial management needs
See the CoCountant difference in your SaaS bookkeeping! Get started with controller-led plans beginning at just $160 — tailored to streamline your SaaS finance operations, enhance accuracy, and strengthen your bottom line.