Waiting for answers?
Your bookkeeper takes days to answer simple questions. Decisions stall.
Bookkeeping services that put you back in control.
QuickBooks ProAdvisor elite team. Daily bookkeeping services, GAAP-ready financials, quick replies, and a controller who signs off every month.
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.
If this sounds familiar, you are in the right place
You are not alone. We fix this every day with our bookkeeping service.
What you get each month
With our bookkeeping services, you get:
Daily bookkeeping and reconciliation
— covering bank, credit card, and loan accounts, plus revenue recognition, AR/AP subledgers, and a clean chart of accounts that ties out every month.
- Revenue recognition; accruals, deferrals, prepaids, and depreciation
- AR and AP subledgers kept current
- Clean chart of accounts and schedules that tie out
Bookkeeping with Monthly Close
- Every month your controller signs off on a complete P&L, balance sheet, and cash flow — with a short variance brief explaining what changed, why, and what to do next. Close cadence is 10–15 days depending on your plan.
- Short variance brief that explains what changed, why, and what to do next
- Set cadence: close in 10 to 15 days based on your plan
Controller-led oversight
- A dedicated controller owns accuracy, GAAP policy, and the month-end close
- Flags anomalies early and fixes root causes
- Questions answered within 2 to 4 business hours, based on plan
Ops-Finance & FP&A
- AP and AR run end to end: vendor onboarding, bill entry and approvals, collections, and 1099s
- Payroll coordination and filings
- Financial planning & Insights: Budgets, cash flow, runway, and board packs
- Add-on to our standard bookkeeping services when you are ready
Result: Decision-ready numbers you can rely on to grow your business
From kickoff to a controller-signed close in 30 days
Three steps, zero downtime, for our bookkeeping services
What we do
Your outcome
Step 1
Diagnose
What we do
Review your books, learn the business, and hold a 30 minute call to spot gaps and map the fix.
Your outcome
Clear action plan, no surprises.
Step 2
Connect & clean
What we do
Link your accounts, payments, banks and payroll tools. Your controller rebuilds the chart and reconciles balances.
Your outcome
Books that finally add up.
Step 3
Close
What we do
Deliver a controller signed P&L, Balance Sheet, and Cash-flow within 30 days.
Your outcome
Audit-ready numbers that you can now use.
After onboarding, we deliver your plan’s close cadence and respond within the 2 to 4 hour SLA.
Talk to an expertWhat our clients say about our bookkeeping services
Every story below comes from a CEO who replaced basic bookkeeping with controller oversight and gained cleaner books, faster closes, and sharper decisions.
Close time cut from 20 days to 10
Entertainment media company, 50–200 person team
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.
Recovered $200K in overdue AR
PropTech SaaS company, 11–50 person team
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.
12 hrs exec time saved / month
Fractional HR consultancy, founder-led
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.
Custom chart of accounts built
Botanical gift box e-commerce brand, solo founder
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.
Audit-ready & tax-smart
Specialty music instrument retailer, founder-led
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.
14 months cleaned & reconciled
Digital marketing and web agency, founder-led
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.
Strong ROI, more strategic intel
Business consulting and innovation firm
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.
Systems streamlined, ops simplified
Health-tech startup, precision medicine platform
CoCountant team is very thorough with their review of my transactions, and their bookkeeping service helps keep my books updated to provide a clear financial picture.
We use the world’s best financial systems
Why our bookkeeping holds up
Why our bookkeeping holds up
Most bookkeepers reconcile and move on. We add accountability.
- Controller oversight:
A dedicated controller reviews every entry and signs the close, delivering GAAP-ready bookkeeping that is audit-ready and accurate from day one. - Controller-signed close:
The numbers tie, changes are tracked, and your cadence stays steady — every month, without exception. - SLAs:
You know when we will respond and when the month will close. - Scope:
Ops-Finance and FP&A that goes beyond bookkeeping when you need it - Value:
Predictable monthly rate. No hourly billing
Close the books, close the loop.
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
Real reviews from real clients, straight from Clutch
Frequently asked questions
What’s the difference between bookkeeping and accounting?
Bookkeeping records the day-to-day activity: coding transactions, matching bank feeds, keeping AR and AP lists, and maintaining organized ledgers.
Accounting applies the rules and closes the month: accruals and deferrals, revenue recognition, depreciation, reconciliations, and preparing GAAP financial statements you can rely on.
At CoCountant you get both, with a Controller reviewing the work and signing the close so the numbers are accurate, timely, and ready for decisions.
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 CoCountant help with prior-year clean-up?
Yes. Our Catch-up Bookkeeping add-on fixes past months or years so you can start fresh. We review your books, rebuild the chart of accounts if needed, reconcile banks, cards, and payment gateways, and correct opening balances.
What industries does CoCountant specialize in?
CoCountant offers specialized expertise in a variety of industries, including digital and technology businesses, professional and personal services, nonprofits, hospitality, trade and manual services, healthcare, and wellness, among others. Our diverse clientele allows us to have a better understanding of the specific financial challenges faced by each industry. To learn more about the industries we serve, please visit our industries page.
Do you offer customized plans based on individual business needs?
Yes. Start with Launch or Scale and add what you need: Ops-Finance, FP&A (Pulse, Insight, Complete), ecommerce workflows, tax, or fractional or full-time seats for a Bookkeeper, Accountant, or Controller. Your controller-led team can tailor workflows, reports, and tools to fit your business. We scope the mix on a short discovery call and price it as a simple monthly subscription.
What's the turnaround time for any questions?
We reply within 4 hours on Launch and Scale and within 2 hours on Command during U.S. business hours (Mon–Fri 8am-4pm ET). Messages sent after hours are answered next business day. We respond in ClientHub and can jump to a Teams call if needed.
What is the best bookkeeping service for small businesses?
The best bookkeeping service for small businesses is one that combines accurate transaction recording, timely reconciliations, and clear financial reporting without requiring you to manage an in-house team. Outsourced bookkeeping services like CoCountant give small businesses dedicated bookkeepers who handle the day-to-day financial admin so owners can focus on growth. The right service scales with your business, integrates with your existing tools, and gives you clean books every single month.
Is outsourced bookkeeping worth it for a growing business?
Yes, outsourced bookkeeping is worth it for a growing business because it gives you professional-grade financial management at a fraction of the cost of a full-time hire. As your transaction volume increases, having a dedicated team managing your books ensures nothing falls through the cracks and your financials stay audit-ready. It also frees up your time and internal resources to focus on the decisions that actually drive growth.
What does a monthly bookkeeping service include?
A monthly bookkeeping service typically includes transaction categorization, bank and credit card reconciliations, accounts payable and receivable tracking, and a monthly financial report. Some providers also include payroll support, expense management, and preparation of financial statements as part of their standard package. The goal is to ensure your books are accurate, up to date, and ready for review by the end of each month.
Ready for controller-led bookkeeping?
Talk to our solutions advisor about our bookkeeping services. We will scope your books and map your first 30 days to a signed close.
Talk to an expert