Bookkeeping for startups and small businesses in San Diego

Our customers speak for 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.”

Frequently asked questions

• How can CoCountant help my San Diego business stay compliant with local regulations?

  CoCountant ensures your bookkeeping is accurate and compliant with all San Diego and California regulations. From correct tax filings to proper categorization of expenses, we help you stay compliant and avoid costly penalties, so you can focus on growing your business without any compliance worries.

• How does CoCountant help with cash flow management for seasonal San Diego businesses?

  CoCountant understands the seasonal nature of many San Diego industries. We provide budgeting and bookkeeping solutions that help you plan for both peak and off-peak seasons, ensuring that your finances stay stable throughout the year.

• Can CoCountant’s services integrate with my current bookkeeping setup?

  Absolutely! Whether you’re managing your books on your own or already have financial professionals or a financial team in place, CoCountant’s services integrate seamlessly with your existing setup. We enhance efficiency without adding overhead, ensuring that your bookkeeping is streamlined and stress-free.

• How quickly can CoCountant get my San Diego business’s bookkeeping in order?

  Our team works efficiently to onboard your business, assess your current financial situation, and begin managing your books within days. With our GAAP expertise and industry-leading accounting software, we’re able to reconcile months of past financial activity, ensuring everything is organized and up-to-date as quickly as possible so your books are accurate from day one.

• Can I use CoCountant if I'm not based in the US?

  CoCountant currently provides services exclusively to businesses located in the United States. We have a deep understanding of the financial systems, regulations, and laws of the US. However, we are actively expanding our knowledge and capabilities to serve businesses in the United Kingdom. If you are located outside the US, particularly in the UK, we would love to hear from you. Your interest will help us shape our expansion and service offerings.

• Can I change my plan at any time?

  Yes, you can upgrade or downgrade your plan as per your business needs. Just get in touch with your account manager for assistance.

• Will I interact with the same professional every month?

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

• Do I receive one bookkeeper or are multiple bookkeepers available?

  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 are free to cancel the service anytime you want. In case you have opted for an annual plan and decide to terminate the service before the plan ends, we will calculate the remaining portion of your plan and issue a refund for that amount immediately.

• 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.