Controller-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime.
- LaunchLaunch$160/
- Dedicated controller + bookkeeper pod
- Daily bookkeeping & bank-feed sync
- 15-day month-end close, controller-signed
- Startup-tuned chart of accounts
- Unlimited communication with 4-hour SLA
- ClientHub secure portal
- Quarterly burn & cash runway check-in
- Monthly financial-statement pack
- Year-end "Tax-ready" bundle
- Quick onboarding
- ScaleScale$460/
- Dedicated controller & senior accountant pod
- 10 working-day GAAP close (cash or accrual)
- Built-in Ops-Finance bundle (Payroll, AP & Invoicing)
- Board-ready financial pack
- Unlimited communication with 4-hour SLA
- ClientHub secure portal
- Easy scale-up OPs-Finance and FP&A
- Monthly Controller huddle
- Quarterly Controller review
- Year-end “tax-ready” Financials bundle
- Priority onboarding
- CommandCommand$1270/
- Dedicated controller & senior accountant pod
- 10 working-day GAAP close (cash or accrual)
- No-Cap Ops-Finance bundle (Payroll, AP & Invoicing)
- Custom chart of accounts
- Departments / class tracking
- Global & multi-entity
- FP&A Pulse
- Unlimited communication with priority 2-hour SLA
- Monthly Controller huddle
- Quarterly Financial review
- Year-end “tax-ready” Financials bundle
- Priority “day-zero” onboarding
Controller-led results you can measure
Their accountants are 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 knowledge.
Their accountant took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable.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.
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.
They helped us with compliance and tax planning, streamlining our financial management system and accounting processes. Their exceptional team has become an integral part of our operations. They’re dedicated to our success and really understand our needs.
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.
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.
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.
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.
Trusted by CEOs at 3- to 100-person teams who demand enterprise-grade control.
Add-ons to tailor your controller-led stack
Catch-up Bookkeeping
Starting at $200/mo
Close historical months fast and start clean.
- Reconcile prior periods, fix the chart and opening balances.
- Deliver an audit-ready trial balance with supporting schedules.
Ops-Finance Bundle
Starting at $150/mo
Payroll and payables handled with real controls.
- Managed payroll and bill-pay, approvals, vendor onboarding, and 1099 support.
- Start at the cap you need and upgrade to higher caps or Unlimited in one click.
- Controller sign-off on workflows and payments
FP&A Suite
Starting at $300/mo
Turn clean books into forward decisions.
- Pulse: 13-week cash view, KPI pulse, one-page budget vs actual.
- Insight: driver-based forecast with Base, Stretch, and Downturn scenarios.
- Complete: cohorts and LTV CAC, three-statement model, and fundraising materials
E-commerce
Starting at $100/mo
Multi-channel accounting that ties out from order to payout.
- Integrate Shopify, Amazon, Stripe, and PayPal
- Map fees, refunds, and chargebacks, with inventory and landed-cost COGS
- Surface channel and SKU profitability you can act on
Tax
Starting at $500
Keep filings tight without bundling tax into every plan.
- Owner and business returns, quarterly estimates, and 1099 e-file.
- Optional sales-tax workflows and R&D credit studies.
- Built on the audit-ready books we produce each month
Finance Team Extension
Starting at $2,000/mo
Fractional or full-time finance talent, embedded in your team.
- Add a Bookkeeper, Accountant, Controller, or FP&A Analyst.
- Works in your tools and timezone with controller-led onboarding and QA.
- Scale seats up or down as needs change, with flat monthly pricing.
Frequently asked questions
How is CoCountant different from other accounting and bookkeeping services?
CoCountant delivers a controller-led accounting model, giving you more than just bookkeeping. Every client works with a dedicated controller and accounting pod (no rotating staff or chat-bots) that knows your business inside and out. Each month you work with the same experienced team, with controller oversight for accuracy, compliance, and audit readiness.Whether you are a startup, a growing company needing GAAP compliance with integrated payroll and AP, or a multi-entity business needing Ops-Finance and FP&A, CoCountant is built to scale with you while delivering attentive, high-touch service.Can I change my plan at any time?
Yes. You can switch plans whenever you need. Upgrades take effect right away with a prorated invoice; downgrades apply at your next renewal. Your controller-led team stays the same, while scope, close cadence, and response time adjust to the new plan Add-ons can be turned on or off monthly. No long-term contracts.
How do prices change as my monthly expenses go up?
We review your account quarterly. We take the last 3 months of books and look at your average operating expenses. If that sustained average sits in a higher pricing band, we’ll notify you and move you to the new price on the next billing cycle. If your average drops into a lower band, we note it and reduce pricing at renewal.
Are there any transaction volume limits?
Unlike many other providers, CoCountant does not limit the number of transactions you can make. Instead, we determine your pricing based on your expenses. In rare cases where the number of transactions does not match your monthly expenses, we will have a discussion with you to ensure that our services align with your needs.
Client-verified performance. QuickBooks certified expertise at the Elite level.
