Accounting Services
Controller-led accounting services that help you plan ahead
Get clean, accurate accounting that shows where your business stands today and guides the decisions that will shape tomorrow. A dedicated controller and team. No rotating staff. No chatbots.
QuickBooks ProAdvisor Elite team. Daily bookkeeping, quick replies, and a controller who signs off on the numbers.
Trusted by CEOs at 3 to 100 person teams who demand enterprise-grade control.
The problems that brought you here
Whether you are doing your own books, recovering from a bad provider, or scaling past what your current setup can handle, the frustration is the same: you cannot trust the numbers.
Doing it yourself
Your books eat 5-10 hours a month and tax season is still a scramble
- You are spending evenings categorizing transactions instead of growing the business
- You cannot confidently answer "are we profitable?" when someone asks
- Every April turns into a $3K+ cleanup panic with your CPA
- You assumed outsourcing costs $1,000+ a month so you keep doing it yourself
Plans start at $235/mo with a dedicated team
Burned by a provider
Your last bookkeeper broke your trust and you are still cleaning up the mess
- Errors, miscoded transactions, and missed accruals that your CPA keeps finding
- You never worked with the same person twice and had to re-explain your business every month
- Messages went unanswered for days and you chased them more than they helped you
- Your data was locked in their proprietary system and you had to fight to get it back
Same dedicated team every month. Your
data stays in your QuickBooks.
Scaling fast
You are growing but your finance function cannot keep up
- Payroll, AP, invoicing, and bookkeeping are spread across 3+ vendors costing $3K-$5K/mo
- Month-end close takes 3-4 weeks and your board deck is always stale
- You need GAAP financials for investors but your current books would not survive an audit
- You assumed outsourcing costs $1,000+ a month so you keep doing it yourself
One team. GAAP methodology. Close in 10- 15 days.
Everything handled, reviewed, and guided by a dedicated controller
Not just bookkeeping. A controller-led finance function that closes your books, explains the numbers, and helps you plan ahead.
Always-accurate books
Your numbers stay clean and current. Every day.
- Transactions recorded and reconciled daily
- Invoices, bills, and payments kept up to date
- Payroll entries checked for accuracy
- Books maintained so month-end runs smoothly
Clear monthly reports
Reviewed by a controller. Ready to use.
- Month-end close in 10-15 working days
- P&L, Balance Sheet, and Cash Flow statements
- Reports ready for founders, boards, or investors
- Visibility by department, team, or entity
Forward-looking guidance
Not just what happened. See what is next.
- Controller-led financial reviews each quarter
- Clear view of burn, runway, and spending
- Cash flow and budget forecasts you can trust
- Planning support for hiring, pricing, and growth
Year-end, handled
No cleanup. No stress. No April surprises.
- Tax-ready, reconciled financials
- Books prepared using GAAP methodology
- Clean consolidation for multi-entity businesses
- Smooth handoff to your CPA or auditor
Same controller. Same team. Every single month.
Same controller. Same team.
Every single month.
Every client gets a dedicated controller and accounting pod. They learn your business, manage your books, and are available when you need them. No rotating staff. No chatbots. No starting over.
- Dedicated controller
Leads your engagement and signs off on the close each month - Full-time CoCountant employees
With QuickBooks ProAdvisor certification and English fluency - Your data stays yours
We work inside your QuickBooks account. You keep full access and all historical data. - Answers in 2-4 hours
Via ClientHub during U.S. business hours (Mon-Fri 8am-4pm ET)
Plans that grow with you
Fixed monthly pricing based on your operating expenses. No hourly charges.
No surprise add-ons. One-time onboarding fee quoted upfront.
- LaunchEarly-stage businesses doing their own books$160
- Daily bookkeeping and reconciliation
- Dedicated controller and accounting pod
- P&L, Balance Sheet, Cash Flow each month
- Close within 15 working days
- Quarterly controller review call
- 4-hour response SLA
- ScaleGrowing teams that need more than bookkeeping$460
- Everything in Launch, plus:
- Close within 10 working days
- Integrated payroll and AP management
- Monthly controller huddle
- Variance analysis and KPI tracking
- 4-hour response SLA
- CommandComplex operations and multi-entity businesses$1,270
- Everything in Scale, plus:
- Close within 10 working days
- Unlimited operations support
- Advanced FP&A and scenario planning
- Multi-entity consolidation
- Board-ready reporting
- 2-hour response SLA
12-month agreements. Pay monthly or annually. Add-ons available: Ops-Finance, FP&A, eCommerce, tax, and fractional or full-time finance seats. See the full pricing page
From kickoff to actionable financial insight
Three steps. Zero downtime. We set up everything while your operations keep running.
What happens
What you get
Step 1
Assess
What we do
We review your books, systems, and current reporting setup to identify gaps and risks.
Your outcome
You get a clear financial roadmap with priorities, timelines, and no surprises.
Step 2
Connect & structure
What we do
We connect bank accounts, payroll, invoicing, and AP, then rebuild and reconcile your chart of accounts.
Your outcome
Clean, structured data that reflects how your business actually operates.
Step 3
Close & deliver
What we do
We complete your month-end close and deliver financial statements with clear context and insight.
Your outcome
Reliable financials you can use for planning, decisions, and investor conversations.
After onboarding, we close on a predictable schedule and respond within a 2-4 hour SLA.
Talk to an expertKnow your numbers. Trust your decisions. Plan with confidence.
Avg. client rating
Businesses served
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 and accountants are consistently and readily available for chats and meetings whenever we need them. We definitely want to continue using them because of their expertise, availability, and the seamless support they bring to our team.
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
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
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
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
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
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
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
Founder, Rhino Web Group
CoCountant uses the world’s best financial systems
Client-verified performance. QuickBooks certified expertise at the Elite level.
Elite is the highest tier in Intuit’s QuickBooks ProAdvisor program.
4.4
on TrustPilot
5.0
on Clutch
4.5
on Goodfirms
4.3
on G2
Frequently asked questions
How is CoCountant different from other bookkeeping services?
CoCountant delivers a controller-led accounting model. Every client works with a dedicated controller and accounting pod (no rotating staff or chatbots) 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 or a multi-entity business, CoCountant is built to scale with you while delivering attentive, high-touch service.
Do I need to hire a full-time controller or accountant?
No. You get a dedicated controller-led accounting team without the cost or overhead of hiring in-house. Your controller leads the engagement, reviews the close, and provides strategic insight at a fraction of the cost of a full-time hire.
When will I receive my monthly financials?
Your reports are delivered right after we close your books. On the Launch plan, close is within 15 working days after month-end. On Scale and Command, close is within 10 working days.
Are the reports prepared using GAAP methodology?
Yes. All statements are prepared using GAAP methodology and thoroughly reconciled. Your controller applies GAAP standards to ensure numbers are accurate, consistent, and ready for planning, audit, or investor review.
Is pricing predictable?
Completely. Fixed monthly pricing with no hourly fees or surprise add-ons. Pricing is based on your average monthly operating expenses. We review quarterly and give you 30 days notice before any adjustment. The one-time onboarding fee is quoted upfront before work begins.
What is the commitment period?
We work on 12-month agreements. You can pay monthly or annually, whichever fits your cash flow. At the end of your term, you can choose not to renew. When service ends, we deliver a final controller-signed close, a clean handoff package, and your data remains in your own accounts.
Will this scale as we grow?
Yes. From early-stage teams to complex, multi-entity operations, CoCountant scales with you. Start with Launch, move to Scale as you grow, and add Command-level support for unlimited operations, advanced FP&A, and multi-entity consolidation. Add-ons like Ops-Finance, eCommerce workflows, tax advisory, and fractional finance seats can be turned on or off as your needs change.
If I leave, can I keep my QuickBooks account and data?
Yes. Your QuickBooks Online company belongs to you. We work inside the account you own, so you keep full access and all historical data. When you end service, we remove our user access and provide a clean handoff package including trial balance, schedules, and reconciliations.
Ready for accounting that keeps up with your growth?
Talk with a CoCountant expert. We will review your books, align reporting to GAAP standards, and map your first 30 days to financial clarity.
Talk to an expert