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Your controller-led finance team on subscription

Controller-led bookkeeping and accounting for startups and growing businesses
Audit-ready books, fast closes, and real answers from a dedicated controller. ​
 

CoCountant gives business owners decision-ready numbers without the overhead of building a finance team. From day one, you get a dedicated controller and bookkeeping pod who know your business, close the books in 10–15 days, and sign off on GAAP-ready statements you can trust. 

We work with startups, agencies, nonprofits, and growing teams across the U.S., covering bookkeeping, payroll, bill pay, AR, cash flow, and budgeting. Every plan comes with fast response times backed by SLAs, so you get answers in hours, not days. 

With CoCountant, you don’t just get clean books. You get clarity, confidence, and trust to your finance function. 

United States United States
1 Broadway, 14th Floor, Cambridge, Massachusetts 02142
(866) 490-6919
$25 - $49/hr
50 - 249
2023

Service Focus

Focus of Business Services
  • Accounting - 50%
  • Payroll - 50%

Industry Focus

  • Advertising & Marketing - 10%
  • Business Services - 10%
  • Healthcare & Medical - 10%
  • Information Technology - 10%
  • Legal & Compliance - 10%
  • Retail - 10%
  • E-commerce - 10%
  • Travel & Lifestyle - 10%
  • Startups - 10%
  • Enterprise - 10%

Client Focus

60% Small Business
30% Medium Business
10% Large Business

Review Analytics of CoCountant

7
Total Reviews
5.0/5
Overall Rating
0
Recent Reviews

What Users Say

My experience was so good
Nathan Chen
Nathan Chen , CEO at Top Remotely
It was good
Jackson
Jackson , CEO at financial services company
Bookkeeping & Expense Tracking
Chloe Bennett
Chloe Bennett
Bill Pay, Bookkeeping & Vendor Tracking
Noah Patel
Noah Patel
Controller Services & Financial Reporting
Ty Franklin
Ty Franklin

What Users Like The Most

  • They helped consistently and clearly.
  • They get how small businesses work and don’t expect perfection from day one.
  • They approach startup finance with a maturity that’s rare — our models and reports are now investor-grade.

What Users Like The Least

  • The initial categorization could’ve been faster, but once we got aligned, everything moved smoothly.
  • An improved dashboard
  • More onboarding walkthroughs would have been helpful — though documentation was strong.

Detailed Reviews of CoCountant

5.0 7 Reviews
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  • Business Services
  • Relevance
  • Most Recent
  • Rating: high to low
  • Rating: low to high
Write a Review
Nathan Chen
Nathan Chen, CEO at Top Remotely
Posted 8 months ago

My experience was so good

Working with my accountant has been an exceptional experience from start to finish. They are incredibly knowledgeable, detail-oriented, and always take the time to explain financial matters in a way that’s easy to understand. Whether it was handling my tax filings, setting up a business structure, or offering financial planning advice, they were consistently professional and proactive

What was the project name that you have worked with CoCountant?

Scalable Finance Stack

What service was provided as part of the project?

Business Services

Describe your project in brief

We partnered with CoCountant during a high-growth moment for our platform. Their team understood the complexity of our subscription model and investor expectations. They helped us build a clean chart of accounts and provided monthly reports that became central to our board updates. We’ve leaned on their strategic input often.

What is it about the company that you appreciate the most?

They approach startup finance with a maturity that’s rare — our models and reports are now investor-grade.

What was it about the company that you didn't like which they should do better?

More onboarding walkthroughs would have been helpful — though documentation was strong.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $10001 to $50000
  • In Progress
  • Advertising & Marketing
Jackson
Jackson, CEO at financial services company
Posted 8 months ago

It was good

Our experience with CoCountant has been very positive. As this company started gaining traction, we needed a solution to manage our books, taxes, and financial strategy without hiring a full in-house team. CoCountant delivered with a responsive support staff and easy-to-use platform that gave us clear financial visibility. Their team helped us stay compliant, manage expenses, and prepare accurate reports for investor updates. It’s been a key part of keeping our operations smooth and scalable.

What was the project name that you have worked with CoCountant?

Business Financial Infrastructure

What service was provided as part of the project?

Business Services

Describe your project in brief

Business Financial Infrastructure

What is it about the company that you appreciate the most?

The seamless integration of expert support with a user-friendly dashboard made financial management stress-free.

What was it about the company that you didn't like which they should do better?

Some of the advanced reporting features took a bit of time to understand and customize to our needs.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $10001 to $50000
  • Completed
  • Business Services
Philip Frechette
Philip Frechette
Posted 9 months ago

Accrual Accounting Cleanup for Colorado Legal Firm

We brought on CoCountant when our small Denver law firm was struggling to keep up with month-end reporting and inconsistent categorization in QuickBooks. Their team helped us build a more functional chart of accounts, clean up months of misclassifications, and introduce a consistent process for reconciliations and monthly reporting. They also helped prep us for a seamless handoff to our tax CPA.

What was the project name that you have worked with CoCountant?

Monthly Bookkeeping

What service was provided as part of the project?

Business Services

Describe your project in brief

Our law firm hired CoCountant to improve the accuracy of our financial records and introduce a structured, accrual-based system. They handled cleanup, improved categorization, and helped us prepare clean reports for year-end tax filings.

What is it about the company that you appreciate the most?

Their ability to work around our schedule and explain changes without jargon.

What was it about the company that you didn't like which they should do better?

A few of the first reports took some time to finalize.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Legal & Compliance
Riley Moreno
Riley Moreno
Posted 9 months ago

Bookkeeping & Monthly Expense Management

I run a wellness studio here in Austin, and like a lot of local businesses, we were juggling multiple tools, vendors, and recurring expenses without any system for seeing the big picture. CoCountant reviewed everything and helped us set up a cleaner, more sustainable financial workflow. They streamlined our monthly expense tracking, introduced a better system for recurring vendor payments, and gave us reports that we can read and understand.

What was the project name that you have worked with CoCountant?

Financial System for Wellness Studio

What service was provided as part of the project?

Business Services

Describe your project in brief

We hired CoCountant to help organize and stabilize our monthly bookkeeping and vendor tracking. They helped us categorize recurring charges, set up structured reporting, and build better workflows around managing our studio finances.

What is it about the company that you appreciate the most?

They helped consistently and clearly.

What was it about the company that you didn't like which they should do better?

The initial categorization could’ve been faster, but once we got aligned, everything moved smoothly.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Healthcare & Medical
Ty Franklin
Ty Franklin
Posted 9 months ago

Controller Services & Financial Reporting

We’re a creative agency based in Boise, Idaho, and we’d grown fast over the last four years but without proper visibility into where our money was going. CoCountant helped us restructure our chart of accounts, tag revenue by service line, and track client-level profitability. It was exactly what we needed to stop guessing and start planning smarter.

What was the project name that you have worked with CoCountant?

Profitability & Reporting Setup for Creative Agency

What service was provided as part of the project?

Business Services

Describe your project in brief

We hired CoCountant to help us understand our margins better and bring structure to our internal financial systems. They reorganized reporting, customized revenue tagging, and set up a monthly financial review cycle.

What is it about the company that you appreciate the most?

They actually listened and built something around our workflow instead of forcing a standard template on us.

What was it about the company that you didn't like which they should do better?

It took a couple of cycles to refine the report format; we’d suggest building flexibility into early drafts.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services
Noah Patel
Noah Patel
Posted 9 months ago

Bill Pay, Bookkeeping & Vendor Tracking

We run a catering business in New Orleans, and between Mardi Gras and wedding season, things get chaotic real fast. CoCountant helped us set up a bill pay process, cleaned up months of missed transactions, and made it easy to track vendor payments across events.

What was the project name that you have worked with CoCountant?

Accounts Payable Cleanup for Event Catering Company

What service was provided as part of the project?

Business Services

Describe your project in brief

We brought on CoCountant to help clean up past-due bills, automate recurring vendor payments, and make sense of our expenses after several high-volume months.

What is it about the company that you appreciate the most?

Their reliability.

What was it about the company that you didn't like which they should do better?

One suggestion: adding reminders for upcoming state sales tax deadlines could be a nice touch.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services
Chloe Bennett
Chloe Bennett
Posted 9 months ago

Bookkeeping & Expense Tracking

I run a landscaping business outside San Antonio, and spring is absolutely slammed. In the past, our books were always months behind by the time things slowed down. CoCountant helped us set up better mileage tracking, categorized our seasonal equipment rentals, and even flagged expense patterns we could rein in. Their ability to flex around our busiest months made a big difference.

What was the project name that you have worked with CoCountant?

Seasonal Bookkeeping Support for Landscaping Company

What service was provided as part of the project?

Business Services

Describe your project in brief

We needed help catching up on spring transactions, managing project-level expenses, and cleaning up vehicle and equipment categories in our books.

What is it about the company that you appreciate the most?

They get how small businesses work and don’t expect perfection from day one.

What was it about the company that you didn't like which they should do better?

An improved dashboard

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services

Client Portfolio of CoCountant

Project Industry

  • Business Services - 33.3%
  • Information Technology - 66.7%

Major Industry Focus

Information Technology

Project Cost

  • $10001 to $50000 - 100.0%

Common Project Cost

$10001 to $50000

Project Timeline

  • Not Disclosed - 100.0%

Project Timeline

Not Disclosed

Clients: 39

  • OHSL
  • Gemini Brass & Woodwinds
  • Rhino Web Group
  • Buoyant LLC
  • My MSP Solutions
  • ALP Pouches
  • TamKro Consulting
  • Datum
  • Provenance Partners Industries LLC
  • Remi PBX
  • Sustayne
  • Last Country
  • Yarbanm
  • Peabody LLC
  • Daystrom
  • BiohackIT
  • LaunchPath Innovation
  • Hospitality Capital Partners
  • Boosted Fire Protection
  • Arda Systems Limited LLC
  • Compliance Migration Services LLC
  • IHC Agency
  • Eclipse Telecom
  • Venduni Master Operating LLC
  • Flowship
  • Paloverde Botanicals
  • Willport
  • Efreeman
  • Engineered Group
  • Roots & Herbs
  • Backpack Group LLC
  • SO SWEDEN
  • Clever Computer Concepts LLC
  • Wild Common LLC
  • Astory Communications
  • Breakfast Leadership Network
  • State Of Flux Inc
  • International Boarding & Pet Services Association - IBPSA
  • Coast2Coast HR

Portfolios: 3

Bringing Order to High-Growth Financials for Coast2Coast HR

Bringing Order to High-Growth Financials for Coast2Coast HR

  • Bringing Order to High-Growth Financials for Coast2Coast HR screenshot 1
$10001 to $50000
Ongoing
Business Services

Business Name: Coast2Coast HR
About Coast2Coast HR: Coast2Coast HR provides HR leadership and business management consulting to clients across the US and Canada.

Like many small business owners, Mark started out managing bookkeeping internally with QuickBooks and some outsourced help. But as the business scaled, so did the complexity of its finances. Between subscription vendors, debt tracking, and inconsistent reporting, it became clear that standard bookkeeping support wasn’t enough.

Goals & Objectives for CoCountant:
When Mark reached out to CoCountant, Coast2Coast HR was facing financial and operational hurdles that were holding the company back:

  • Disorganized records and lack of oversight made it difficult to track performance
  • Vendor chaos with 12+ software subscriptions and scattered receipt tracking
  • Bad debt classification issues that risked missing tax benefits
  • Unclear reporting, making it hard to manage profit margins and cash flow
  • Cash flow stress and inconsistent reconciliation

Solution:
CoCountant got to work right away, starting with a detailed diagnostic of Coast2Coast HR’s records and workflows. The goal wasn’t just to catch up—it was to set the company up with a stable, scalable financial system.

Measurable Outcomes from the Project:
Here’s what changed:

  • Restructured expense and debt management, including proper classification of bad debt for tax purposes
  • Streamlined vendor and subscription tracking in QuickBooks
  • Consistent monthly reporting and trend analysis to help inform smarter business decisions
  • Smarter expense management reduced unnecessary subscription spend
  • Hands-on support gave Mark peace of mind that his finances were in expert hands
  • Improved visibility into cash flow, margins, and profitability through accurate, up-to-date reporting

Client's Feedback:
“I love CoCountant’s service! They are very service-focused and great to work with.”

Web App
Accounting Cleanup for Rhino Web Group

Accounting Cleanup for Rhino Web Group

  • Accounting Cleanup for Rhino Web Group screenshot 1
$10001 to $50000
Ongoing
Information Technology

Business Name: Rhino Web Group
About Rhino Web Group: Rhino Web Group is a B2B marketing agency founded by Oscar J. Muro, specializing in internet marketing, website design, and managed hosting services.

Despite running a successful agency, Oscar (Founder of Rhino Web Group) didn’t have a clear view of his business’s financial health. Like many solo entrepreneurs, he too had learned to do the books himself. But as his business scaled, the gaps widened.

Goals & Objectives for CoCountant:

Some of the key challenges included:

  • A full year’s worth of unreconciled financial activity
  • Disorganized records with no clear visibility into the business’s true financial standing
  • Inability to identify cost-saving opportunities
  • No monthly reporting to support planning or decision-making
  • Concerns about how to prepare the business for retirement or a potential sale

Solution:
CoCountant got to work immediately, onboarding Oscar through the client portal and launching a comprehensive financial diagnostic. The goal wasn’t just to clean up the books, but to give Oscar the clarity he needed to make informed decisions about his business’s future.

Measurable Outcomes from the Project:

Key actions included:

  • Reconciling 14 months of financial activity in under two months
  • Correcting miscategorized expenses
  • Aligning the books with relevant industry benchmarks
  • Delivering monthly reports to track financial health

By March 2024, Rhino Web Group’s books were fully reconciled. Oscar could finally see the numbers accurately and in real time. With clean financials and monthly reporting in place, he had the visibility he needed to think long-term, whether that meant cost-saving, growth, or preparing for retirement.

Client's Feedback:

“This is the first time in 17 years my company’s books are looking so clean! I now have a complete picture of my business and its financial health on a month-to-month basis.”

Web App
Bookkeeping & Accounting Services for LaunchPath

Bookkeeping & Accounting Services for LaunchPath

  • Bookkeeping & Accounting Services for LaunchPath screenshot 1
$10001 to $50000
Ongoing
Information Technology

Business Name: LaunchPath
About LaunchPath: Empower organizations leverage data-driven insights and technology for strategic growth.

LaunchPath hired CoCountant to clean up disorganized books, reconcile missed transactions, fix expense categorization, and implement monthly reporting. The goal was to create a more accurate, reliable, and decision-ready financial system as the business scaled.   Goals & Objectives for CoCountant:

  • Clean up disorganized records and missed transactions
  • Reconcile bank and credit card statements
  • Correct inconsistent expense categorization
  • Track liabilities and record loans properly
  • Implement reliable monthly reporting for financial clarity
  • Benchmark financial ratios against industry standards

Solution:

CoCountant reconciled 14+ months of transactions, implemented a consistent expense categorization system, recorded liabilities accurately, and introduced proactive monthly reporting. The company also performed benchmarking against industry standards to help assess LaunchPath’s financial performance and improve decision-making. 

Measurable Outcomes from the Project:

  • Full confidence in cash flow and reconciled accounts
  • Reliable reporting across expenses, loans, and liabilities
  • Clear visibility into financial performance month-to-month
  • Identification of cost-cutting opportunities and subscription optimization
  • Strategic insights from industry benchmarking

Client's Feedback:
“The value-to-cost ratio is amazing. I get more strategic intelligence on our financial situation than I could create on my own.” 

Web App

Executive Interview of CoCountant

Umair Aziz
Umair Aziz
Founder & CEO
Visit Profile
Please provide your feedback on how Goodfirms has contributed to increasing your visibility among potential clients.
Goodfirms has been a valuable partner in increasing our visibility. Their platform has helped us connect with potential clients who are actively looking for reliable and experienced bookkeeping and accounting service providers. We’ve seen an uptick in inbound interest and inquiries thanks to our presence and positive reviews on Goodfirms.
Please introduce your company and describe your role within the organization.
CoCountant provides expert accounting and bookkeeping services tailored for startups and growing businesses. Our mission is to offer a flexible and affordable way for business owners to grow their profits and reduce their tax liabilities. I’m the Founder and CEO, and I lead our strategic vision, growth initiatives, and client success programs.
What inspired the founding of your company, and what is the story behind its inception?
CoCountant was founded on a simple question: Why should only large corporations benefit from cost-efficient remote teams for their back-office needs? My co-founders and I have over 25 years of experience managing offshore operations in the tech space, and we realized we could bring that same level of quality, efficiency, and savings to small businesses - especially when it comes to accounting and bookkeeping.
What are the core values and principles that drive your company's culture, and how do you ensure alignment with these values across your team?
Our culture is built around a few key values: customer centricity, quality, thoroughness, and transparency. Confidentiality is absolutely non-negotiable. We continuously work to improve our processes and encourage over-communication to ensure alignment. Our client hub portal allows real-time collaboration, and clients enjoy unlimited chat access without worrying about extra fees. We’re committed to being a reliable and proactive part of our clients’ teams.
Can you highlight some of the key achievements or milestones your company has accomplished since its inception?
We’ve proudly become a QuickBooks Platinum Partner and were recently recognized by Clutch as one of the top bookkeeping firms in Massachusetts. Our client base has continued to grow month over month, a testament to the trust and value we provide.
Could you explain your company's business model? Do you primarily operate with an in-house team or utilize third-party vendors/outsourcing?
We operate on a transparent, fixed monthly pricing model with no long-term contracts or lock-ins. Our services are fully delivered by our in-house team—we do not outsource. We use QuickBooks as our backend platform, which ensures familiarity and flexibility for our clients.
How does your company differentiate itself from competitors in the industry?
Our offering goes far beyond basic bookkeeping. Every client gets a dedicated team that includes a bookkeeper, accountant, controller, and a customer success manager. We deliver full finance team capabilities at a fraction of the cost. We support both cash and accrual accounting and provide unlimited communication under a flat fee structure. This level of service, value, and accessibility is unique in our space.
How would you describe the dynamics within your team, and how do you foster collaboration and teamwork to achieve common goals?
We use a team-based approach, so no single individual is solely responsible for a client’s account. Our systems and processes ensure everyone is aligned and informed. Regular check-ins by our customer success managers keep communication flowing, and feedback loops are built in. Our shared goal is always 100% client satisfaction, and we’re proud to consistently stay in the high 90s.
What measures do you take to support the professional development and growth of your employees? Do you offer training programs or opportunities for skill enhancement?
Training is central to our business. While GAAP accounting principles are stable, each client brings new challenges and industry nuances. We run internal workshops, attend webinars, and participate in industry conferences to stay sharp, especially during tax season when IRS updates can directly impact client outcomes.
Could you share a notable success story or case study that exemplifies the impact your company has had on a client's business?
One great example is Rhino Web Group, a B2B digital marketing agency. When they partnered with us, their financials were disorganized and lacked the structure needed to track profitability or support key business decisions.
We implemented our full-service finance plan, which included rebuilding their chart of accounts, enabling profitability tracking by service line, and delivering clear, monthly financial reports.
The impact was immediate. For the first time, the founder had complete visibility into revenue, expenses, and cash flow—allowing him to confidently hire, price strategically, and plan for growth. In his words, he hasn’t felt this in control of his business in over 17 years.
What industries do you primarily cater to, and do you have a significant percentage of repeat clients? If so, what is the ratio of repeat clients?
We primarily serve startups and growing businesses across tech, e-commerce, and professional services. Over 90% of our clients stay with us year-over-year, and many expand their service plans as they grow. Our high retention speaks volumes.
What initiatives does your company undertake to foster innovation and stay at the forefront of industry trends? Do you invest in research and development projects?
We constantly explore and integrate technology - especially AI, to improve efficiency and accuracy. Our focus is not to replace accounting platforms but to build smart tools and systems that enhance our services and client experience.
Please share some of the most sought-after services that clients approach your company for.
Our controllership services are in high demand, especially among companies with $2M+ in revenue. At that stage, clients need more than just clean books - they need strategic insights, accurate cash flow projections, and smart budgeting. These services are built into our full-service finance plans and provide tremendous value.
How do you build and maintain strong relationships with your clients, and what mechanisms do you have in place for gathering and acting upon client feedback?
Our onboarding process is very hands-on, guided by a dedicated customer success manager. We also hold monthly financial review calls to go over the numbers, identify any red flags, and offer actionable advice. We aim to become an extension of our client’s team, available and responsive whenever they need us.
How has your company adapted to changes and challenges in the business landscape, and what strategies have you employed to ensure resilience and sustainability?
Like many businesses, we’ve embraced AI to drive productivity and efficiency. We remain proactive in exploring new tools and adapting our processes to stay ahead of industry trends and client expectations.
What payment structure do you typically follow when billing clients? Is it Pay per Feature, Fixed Cost, or Pay per Milestone (phases, months, versions, etc.)?
We operate on a fixed monthly pricing model with no long-term contracts. It’s simple, transparent, and easy for businesses to budget around.
Do you accept projects that meet your basic budget requirements? If yes, what is the minimum budget requirement? If no, what is the minimum budget you have worked with in the past?
Yes, we work with businesses of all sizes. Our plans start at just $99/month for early-stage startups and scale up based on complexity and needs.
Can you provide an overview of the price range (minimum and maximum) of the projects your company worked on in 2024?
In 2024, our pricing ranged from $99/month for startups to $2,000/month for more complex businesses. Most of our clients fall within the $500–$1,500/month range, depending on revenue and service scope.
What technological capabilities does your company possess, and are there any ongoing or planned investments in technology infrastructure or tools to enhance your services?
We’re continually investing in AI and automation tools that complement our accounting platforms. Our goal isn’t to replace accounting platforms, but to create efficient systems that help us serve clients better and stay ahead of the curve.
Where do you envision your company in the next 10 years? What are your long-term goals and aspirations for growth and development?
Our vision is to become the leading bookkeeping and accounting service provider for startups and growing businesses in the US. With the right people, systems, and strategy in place, we’re well-positioned to scale and make that vision a reality.