RemiPBX

RemiPBX, a Boston-based Voice over Internet Protocol services company providing VoIP solutions to small businesses, with a team of 1 to 10 employees keeping those businesses connected every day.

A small team serving small businesses has to make every hour count. For RemiPBX, that meant finding a bookkeeping partner it could rely on month after month. The company’s Vice President set two clear goals: monthly bookkeeping and dedicated controller consultations. The company found CoCountant through a referral, choosing it for its high ratings, pricing that fit its budget, and good value for cost.

What the company needed from a bookkeeping partner

When RemiPBX partnered with CoCountant in September 2024, it wanted more than data entry. It needed books that stayed current, records it could trust, and expert guidance on its bookkeeping needs, all within its budget.

Bookkeeping that keeps up every month
The company’s first goal was monthly bookkeeping: transactions recorded, accounts reconciled, and financial statements delivered on a reliable schedule.

Example:
For a small business, month-end comes around fast. If transactions aren’t recorded as they happen, the monthly picture arrives late or incomplete.

Clear visibility into cash flow and financial health
A company that serves other businesses needs to know where its own cash stands. It also needs its records to match its bank statements, so the numbers can be trusted.

Example:
When records and bank statements don’t line up, every report built on them is open to question.

Expert guidance from a team it could reach
The company’s second goal was dedicated controller consultations. It wanted expert guidance on its bookkeeping needs and a team that would respond when questions came up. This created several needs:

• A dedicated bookkeeper who understands the business
• Direct access to that bookkeeper and unlimited communication
• Controller-level consultation on bookkeeping questions
• A highly rated partner with pricing that fit its budget

Bringing controller-led bookkeeping to a VoIP services company

CoCountant assigned a team of 6 to 10 people to the engagement. The team handles the company’s day-to-day bookkeeping and provides dedicated controller consultations, working with the client through virtual meetings, email, and messaging apps.

Daily bookkeeping and reconciliation

• Records every transaction, every day
• Reconciles records against bank statements to eliminate discrepancies
• Keeps the work organized so the books stay current

Outcome:
The company’s books stay up to date, and its records match its bank statements.

Real-time cash flow and monthly financial statements

• Tracks the company’s cash flow in real time
• Delivers monthly financial statements that give a comprehensive view of the company’s financial health
• Meets deliverables in a timely fashion

Outcome:
CoCountant consistently meets all of the company’s monthly objectives.

A dedicated bookkeeper and controller consultations

• Assigned a designated shared bookkeeper who is familiar with the business
• Gave the company direct access to its bookkeeper and unlimited communication
• Provides dedicated controller consultations on the company’s bookkeeping needs
• Checks in regularly to find areas to improve its services

Outcome:
RemiPBX receives consistent, high-quality consultation and quick responses to its inquiries.

How CoCountant supports RemiPBX’s financial operations

With CoCountant managing the books, RemiPBX has a bookkeeping team it can rely on. The team consistently checks in and looks for areas to improve. When the client gives constructive feedback, the team considers it and integrates it as appropriate.

Today, the company has:

• Books recorded daily and reconciled to its bank statements
• Real-time cash flow tracking and monthly financial statements
• All monthly objectives consistently met
• Consistent, high-quality controller consultation on its bookkeeping needs
• An organized, reliable team that responds quickly and delivers on time
• A service that keeps improving based on its feedback

The combination of attention to detail, responsiveness, and good value for cost made CoCountant‘s bookkeeping services the right fit for a small business that wanted dependable books and controller-led guidance. The company rated CoCountant 5.0 on Clutch for quality, schedule, cost, and willingness to refer, and has identified no areas for improvement.

“The team consistently checks in and looks for areas to improve services. They are reliable and respond quickly to any inquiries. The work itself is organized and deliverables are met in a timely fashion.”

Don’t underestimate the value of a bookkeeping team you can count on every month. If you want accurate books, clear monthly reporting, and expert guidance when you need it, CoCountant’s controller-led bookkeeping can give your business that foundation.