Bookkeeping
We manage your books meticulously, ensuring financial accuracy with zero effort from you.
FINANCIAL MANAGEMENT FOR WEALTH ADVISORS
Financial health is wealth!
We know you’re occupied with helping your clients manage their wealth. CoCountant streamlines financial management for wealth advisors, so you can focus on growing client wealth while we handle your books.
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Invoicing and revenue streamlining
What we’ve observed
- Timely billing and revenue recognition is crucial for cash flow.
What we do
- Our automated invoicing and revenue streamlining tools ensure you are paid on time and recognize income correctly.
Client billing models
What we’ve observed
- Wealth advisors use multiple billing models (percentage-based, flat fee, hourly, etc.), which complicates financial tracking.
What we do
- CoCountant can help manage various billing models to suit your client agreements, making accounting robust and hassle-free.
Regulatory compliance and tax management
What we’ve observed
- Wealth advisors and financiers face stringent regulations like FINRA and SEC in the US, or FCA in the UK.
- Compliance failures can result in costly penalties and damage to reputation.
What we do
- Navigate the maze of regulatory compliance with confidence. Our compliance solutions are designed to keep you audit-ready and in line with industry regulations.
Investment and expense analysis
What we’ve observed
- The pressure to generate high returns often overshadows the need for accurate tracking of investment costs.
- Miscalculations can lead to diminished returns and client dissatisfaction.
What we do
- Optimize the cost-to-return ratio through detailed investment and expense analyses. Drive client satisfaction with transparent, data-driven insights.
How CoCountant helps your business
We offer a range of specialized services that complement our financial management services for wealth advisors.
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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 wealth advisors who trust CoCountant for their financial management needs
See the CoCountant difference in your operations with our tailored financial management for wealth advisors! Get started with controller-led plans from just $160 — designed to streamline your operations, provide financial clarity, and strengthen your bottom line.
