What our clients say about us

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.”

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.”

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.”

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.

Your business deserves the best in bookkeeping.

The CoCountant difference

Frequently asked questions

• Are there any setup or onboarding fees?

  No, CoCountant does not charge any onboarding or setup fees. Our pricing is straightforward, with no hidden charges.

• How does the financial diagnostic work?

  Our financial diagnostic includes a comprehensive analysis of your books, understanding your business’s transaction flow, identifying missing transactions, inconsistent / incorrect bookkeeping and reconciliation backlog to estimate the catch up efforts required to bring your house in order. This allows you to experience our expertise firsthand, and we are confident that you will see the value we bring. If everything is good, we can kick start from Day 1.

• Can I change my plan at any time?

  Upgrading or downgrading your plan is easy. Just contact your customer success manager for assistance.

• Will I interact with the same professional every month?

  With our service, you will always have a designated bookkeeper or accountant who will be familiar with your business operations.

• Will I be assigned one bookkeeper or multiple bookkeepers for managing my account?

  Depending on your selected plan and specific requirements, you may be assigned one designated bookkeeper or a combination of a bookkeeper, an accountant, and a controller. Every team is supervised by a delivery manager.

• What is your cancellation policy? What if I prepaid for the year?

  We value flexibility for our clients. You have the freedom to cancel your service with us at any moment. If you’ve chosen to prepay for an annual plan and decide to terminate the service early, we’ll calculate the unused portion of your plan and promptly issue a refund for that amount.