Monthly bookkeeping services for startups that move fast

CoCountant takes pride in offering a personalized service tailored to meet each client’s unique needs. Unlike other providers that may treat interactions as impersonal or transactional, CoCountant provides a designated bookkeeper or accountant who takes the time to understand the intricacies of your business. This means that you won’t have to start from scratch each time you reach out to us; instead, you’ll be working with someone who knows your business inside and out. It’s like having your in-house staff, which ensures consistent and reliable service and fosters a deeper relationship with our clients.

Whether you’re a startup trying to navigate initial financial complexities or an established business aiming to optimize financial operations, CoCountant is designed to provide attentive, scalable, and cost-effective solutions tailored to your needs.

CoCountant is perfect for startups and small businesses because we understand their unique challenges, such as budget constraints and growth aspirations. Our flexible plans and services align perfectly with emerging business dynamics.

Depending on your selected plan and specific requirements, you may be assigned one dedicated bookkeeper or a combination of a bookkeeper, an accountant, and a controller. Every team is supervised by a delivery manager.

With our service, you will always have a dedicated bookkeeper or accountant who will be familiar with your business operations.

CoCountant offers a wide range of bookkeeping services, including comprehensive bookkeeping, accounting, invoicing, payroll support, tax advisory, bill payments, financial reporting, and more. Our aim is to provide a one-stop solution for all your bookkeeping needs.

We also offer dedicated, certified bookkeepers, accountants, or controllers that you can engage to supplement your current team.

If you’d like to learn more about our services, please visit our main services page.

CoCountant is a bookkeeping services provider that 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.

We provide a 30-day free trial for all our full-service plans and a 15-day trial for finance team extensions.

Our full-service plans include a financial diagnostic of your business, bookkeeping and accounting for the prior month, and a set of financial statements for you to keep. This allows you to experience our expertise firsthand, and we are confident that you will see the value we bring.

In finance team extension, we offer you a 2-week period to work with the talent before you decide to confirm them.

Upgrading or downgrading your bookkeeping services plan is simple and easy. Just contact your customer success manager for assistance.

We value flexibility for our clients. You are free to cancel the service anytime you want. In case you have opted for an annual plan and decide to terminate the service before the plan ends, we will calculate the remaining portion of your plan and issue a refund for that amount immediately.

Certainly. At CoCountant, we understand that every business has its own distinct financial landscape and challenges to overcome. While we offer standard full-service plans, we are also flexible and can customize these to better suit your specific needs. This may involve deploying additional bookkeepers or accountants to handle higher transaction volumes, or even creating a dedicated team exclusively for your business. Our main objective is to provide bookkeeping services that perfectly fits your operational requirements.

Unlike many other providers, CoCountant does not limit the number of transactions you can make. Instead, we determine your pricing based on your expenses. In rare cases where the number of transactions does not match your monthly expenses, we will have a discussion with you to ensure that our bookkeeping services align with your needs.

CoCountant has a simple and efficient onboarding process. Once you sign up, we’ll schedule an initial discovery call with your Finance Manager to understand your business needs. Following this, we’ll set you up on our client hub platform and begin a financial diagnostic. After analyzing the results, we’ll work with you to create a plan on how to take over your books, establish our working protocols, gather the necessary financial documents, and set things in motion to manage your books effectively. Onboarding usually takes 2-4 weeks to complete.

We will communicate exclusively through our client hub portal. Our team will guide you through the setup process during onboarding. We will assign tasks, exchange documents, and collaborate through the portal. You can access the portal from the web or your mobile phone.

For secure conference calls and meetings, we will use Microsoft Teams.