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
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Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable.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 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.
