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Services

Full-spectrum financial services at your fingertips

From everyday bookkeeping to strategic insights, CoCountant provides a comprehensive suite of financial services tailored for growing businesses and startups. Gain financial clarity and control with personalized support from our certified financial experts.
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comprehensive suite of financial services tailored for small businesses and startups.

Bookkeeping services

Our comprehensive bookkeeping services ensure that every transaction is meticulously accounted for, giving you a clear financial snapshot every time.
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What you get

Daily Bookkeeping

Every transaction, every day, diligently recorded.

Cash Accounting

Track cash flow in real-time, understanding the heartbeats of your business.

Reconciliation

Ensure your records match bank statements, eliminating discrepancies.

Monthly Financial Statements

Get a comprehensive monthly view of your financial health.

Designated Shared Bookkeeper

Work with an assigned dedicated professional, who is familiar with your business.

Direct Bookkeeper Access

Reach out to your bookkeeper directly, ensuring continuous and efficient communication.

Unlimited Communication

Questions, clarifications, or insights? Engage with your bookkeeper anytime, as often as needed.

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Accounting services

Stay in control of your finances with CoCountant’s comprehensive accounting services. With impeccable financial reporting done by certified accountants, you get accurate indicators to measure your business success and make data-backed financial decisions.
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What you get

GAAP Accounting

Trustworthy, standardized accounting practices for clarity and compliance.

Deferred Revenue and Accruals

Track income and expenses accurately, even if cash hasn’t changed hands.

Payroll and 1099 Support

Making sure your team and contractors are paid correctly and on time.

Invoicing Support

Keep the cash rolling in with perfect invoices and get paid fast. 

Bill Pay and Expense Management

Keeping a close eye on all business expenditures and ensuring timely payment of incoming bills.

Reimbursements

Ensuring any out-of-pocket expenses are returned promptly.

 

Employee Expense Reporting

Streamlined processes for employees to report their costs.

Collections

Timely reminders and processes to get the payments you’re due.

Assets and Depreciation

Tracking the value of your assets over time.

Shared Dedicated Accountant

Work with your assigned dedicated accountant who is familiar with your business intricacies.

Direct Accountant Access

Reach out any time for insights, clarifications, or updates.

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Controller services

Elevate your financial oversight with CoCountant’s Controller Services. Dive deeper into your business’s finances, leveraging our expertise at every level.
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Benefits you receive

Transition to Accrual or GAAP

Seamlessly shift to recognized accounting standards for clarity and compliance.

Custom Chart of Accounts

Tailored account mapping that fits your business’s unique needs.

Cashflow Planning

Proactively manage and forecast your cash movements.

Budgeting & Financial Forecasts

Predict and plan for your financial future with confidence.

Enforcing Internal Controls

Implement and monitor processes to safeguard financial integrity.

Coordinate with Auditors

We work with your auditors to ensure they have access to required financial data.

Reporting Oversight

Ensure accurate and timely monthly, quarterly, and annual reports.

Multiple Entities & Consolidation

Manage diverse business entities with consolidation for a unified financial view.

Process Improvement

Continuously refine financial processes for greater efficiency and effectiveness.

Unlimited Communication Navigate the financial intricacies with confidence, leveraging CoCountant’s comprehensive Controller Services.

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CoCountant also offers the following specialized financial services:
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Catchup Bookkeeping

Behind on your bookkeeping? We’ll bring you up to speed. Whether it’s a few months or years, you’ll be tax-ready with utmost confidence.

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Financial Team Extension

Hire an individual resource or setup a dedicated backoffice team to increase your current bandwidth. Your dedicated bookkeepers, accountants and controllers work under your CFO.

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CFO Support

Get a part-time CFO tailored for your business growth. Navigate financial planning, budgeting, cash flow management, and capital raising efficiently, all at a fraction of the cost of a full-time in-house CFO.

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Bill Pay

Simplify and streamline all your bill payments. Never miss a due date, and optimize cash flow.

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Expense Management

Capture, categorize, and control expenses. Optimize spending and detect opportunities for savings.

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Invoicing Support

Generate professional invoices with ease, ensuring timely payments and reduced disputes.

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Financial Reporting

Arm your decision-making with comprehensive, actionable reports. Understand your financial health inside out.

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Payroll Support

Compensate your team seamlessly. From salary calculations to statutory deductions, ensure timely and accurate payments.

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Tax Services

Tax filed right, every time. Controller-reviewed advisory and filing that keeps you compliant and optimized.

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Controller-led FP&A

Plan ahead with confidence. Rolling forecasts and scenario models so every decision is backed by numbers.

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E-commerce Solutions

Multi-channel sales, fully reconciled books. From platform syncs to payout matching, every dollar accounted for.

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What our clients say

These founders and operators switched to controller-led accounting and now make faster, clearer decisions.
Close time cut 20 days → 10 days
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.
Colleen Rupp

Colleen Rupp

COO Hollywood.com
Recovered 200 K in overdue AR
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.
Waynewright Malcom

Waynewright Malcom

CFO, Backpack Group
12 hours exec time saved per month
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.
Mark Arthur

Mark Arthur

Founder & CEO Coast2Coast HR, LLC
Audit-ready and tax-smart
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.
Peter Hansen

Peter Hansen

Founder Gemini Brass & Woodwinds
Custom chart of accounts → Category level insight
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.
Jillian Wells

Jillian Wells

Founder Palo Verde Botanicals
Systems streamlined, operations simplified
CoCountant team is very thorough with their review of my transactions, and their bookkeeping service help keep my books updated to provide a clear financial picture.
Ravi Bajracharya

Ravi Bajracharya

Co-founder & CTO, Datum
Huge ROI, efficiency up, costs down
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.
Edwin Goutier

Edwin Goutier

CEO, LaunchPath Innovation
14 months cleaned, current, and reconciled
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.
Oscar J Muro

Oscar J. Muro

Founder, Rhino Web Group

CoCountant uses the best financial systems

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