Senior finance talent, embedded in your team.

Your hire. Your team. Three steps.

The roles your finance department actually needs

This isn't outsourced accounting. This is your next hire.

	Traditional Outsourcing	CoCountant Finance Team Extension
Who you get	Assigned by the provider	You interview and select
Who they report to	The provider's account manager	You
Communication	Ticketing system or shared inbox	Your Slack, email, and meetings
Integration	Works in the provider's environment	Works in your systems and workflows
Flexibility	Annual contract, fixed scope	Scale up or down monthly
Quality assurance	Provider's internal QA	Controller-led review backing your oversight
Cost	$3K–$8K/mo managed engagement	From $2,000/mo per resource

The caliber of talent you'll interview

Day one, they're your team member. Not ours.

Finance leaders who built their teams with CoCountant

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Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable.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

How Backpack Group Gained Financial Control and Recovered Overdue AR with CoCountant

THE RESULT

< 30 days 

Clearer board ready reporting with improved structure and insights

$200K+ recovered

Outdated and previously unrecoverable AR brought back into the business

Improved processes

Enhanced workflows resulting in smoother operations and better internal satisfaction

CoCountant went above and beyond. They improved our reporting, recovered hundreds of thousands in outdated AR, and upgraded several internal processes. Their work has been reliable, proactive, and highly valued across our team. I now recommend CoCountant without hesitation.

Waynewright Malcom

CFO, Backpack Group

Transparent pricing. No bundled scope. No surprises.

$2,000/month

• Full working hours on your schedule
• Controller-led quality review
• Onboarding & systems integration
• 24-hour backfill guarantee
• Monthly flexibility, no long-term contract
• Payroll, HR, and compliance handled

Your resource. Backed by an entire finance operations team.

Questions finance leaders ask before hiring

• Do I get to interview the candidates myself?

  Yes. We present 2-3 matched candidates with full profiles and assessment scores. You conduct interviews, evaluate fit, and make the final selection. We don’t assign resources without your sign-off.

• Who does the resource report to?

  You. They take direction from you, attend your meetings, and follow your processes. CoCountant provides controller-level quality assurance in the background, but management sits with your team.

• What timezone do they work in?

  Your timezone. Every resource is matched to your business hours. If you need EST coverage, you get someone working EST. We ensure a minimum of 6 hours daily overlap with your core team, and most resources provide full-day alignment.

• What if the resource isn't the right fit?

  We offer a replacement guarantee. If the resource isn’t meeting your standards within the first 30 days, we’ll present new candidates at no additional cost. After 30 days, we provide a 2-week transition to a new resource.

• What qualifications do your resources have?

  Our talent pool averages 7+ years of experience. 85% hold CPA, CMA, or equivalent certifications. All are vetted through technical assessments, English fluency evaluations, and role-specific scenarios before they reach your inbox.

• Can I scale up or down?

  Monthly. Need a second accountant for year-end? Add one. Project wrapping up? Scale back next month. No annual contracts, no severance, no re-hiring.

• How quickly can someone start?

  Average time from first conversation to your resource’s first day is 10 business days. For urgent needs, we can expedite to as few as 5 business days.

• What tools and systems do they use?

  Yours. Your resource logs into your QuickBooks, NetSuite, Xero, Slack, and whatever else your team uses. We don’t route work through separate platforms.

• How do you handle data security and confidentiality?

  Every resource signs an NDA before onboarding. Access to your systems is governed by the permissions you set, the same way you’d manage any team member. CoCountant maintains enterprise-grade security protocols including encrypted communications, access logging, and background checks on all talent. If you require specific compliance standards (SOC 2, HIPAA), we’ll confirm compatibility before placement.

• How does CoCountant's controller oversight work?

  Think of it as a quality layer, not a management layer. Our controllers review deliverables (close packages, reconciliations, reports) before they reach you, catching errors and ensuring GAAP compliance. Your resource still reports to you. The controller review is a backstop that protects your standards.

• What's the difference between FTE and CoCountant's managed accounting plans?

  Our managed accounting plans (Launch, Scale, Command) are full-service: we own the scope, the process, and the deliverables. Finance Team Extension is staff augmentation: you own the management, the workflow, and the output. FTE gives you a person. Managed accounting gives you a service. Choose based on how much control you want.