Bookkeeping services that put you back in control.

What you get each month

Daily bookkeeping

• Bank, credit card, and loan reconciliations
• Revenue recognition; accruals, deferrals, prepaids, and depreciation
• AR and AP subledgers kept current
• Clean chart of accounts and schedules that tie out

Monthly Close

• Controller-signed P&L, balance sheet, and cash flow
• 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

From kickoff to a controller-signed close in 30 days

What our clients say about our bookkeeping services

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

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Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable.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

Client-verified performance. QuickBooks certified expertise at the Elite level.

4.4

on TrustPilot

5.0

on Clutch

4.5

on Goodfirms

4.3

on G2

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.