CoCountant

BACKGROUND

Please describe your company and position.

I am the CEO of LaunchPath Innovation

Describe what your company does in a single sentence.

Innovation management platform specializing in supporting mission-driven organizations

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CoCountant to accomplish?

• Reduce time spent on accounting
• Reduce errors/issues with accounting
• Provide strategic intelligence on our finances

SOLUTION

How did you find CoCountant?

Online Search

Why did you select CoCountant over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CoCountant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Cocountant provides outsourced financial management, including bookkeeping, monthly check-ins, forecasting, and more.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I've greatly decreased the amount of time I spend managing our books. We've redone our whole chart of accounts so that I have clearer understanding of where money is going and where it's coming from. I finally have the strategic insight I need into our finances without the headache of managing the books myself.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They provide multiple people to support us, including a project manager, an accountant, and more. They work with my busy schedule and always deliver on time. They are clear communicators and a pleasure to work with.

What was your primary form of communication with CoCountant?

Virtual Meeting

What did you find most impressive or unique about this company?

The cost for the value is awesome. The accountant knows his stuff and is also very good at meeting deadlines to help our internal planning.

Are there any areas for improvement or something CoCountant could have done differently?

None observed so far

BACKGROUND

Introduce your business and what you do there.

I'm the director of marketing at a healthtech company. We provide technology-enabled solutions that help healthcare organizations streamline clinical workflows, boost revenue, modernize patient experiences, and reduce operational costs.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CoCountant?

We brought CoCountant on board primarily to bring structure, clarity, and control to our department-level bookkeeping, with a specific focus on marketing expenses.

SOLUTION

What was the scope of their involvement?

CoCountant was engaged to manage department-level bookkeeping for us, with a primary focus on marketing expenses. Their scope included tracking and categorizing spend by campaign, vendor, and channel in QuickBooks Online; managing vendor invoices, ad spend, and recurring software costs; monitoring budgets against actuals; and delivering monthly reconciled reports for leadership. With controller-level oversight, they ensured financial accuracy, compliance, and audit readiness. Key deliverables included a detailed marketing expense ledger, budget vs. actual reports, reconciled statements, and an audit-ready QuickBooks file.

What is the team composition?

We worked with two teammates from CoCountant.

How did you come to work with CoCountant?

We found CoCountant through Clutch. We chose them over other options because of their reliability and affordability.

What is the status of this engagement?

We worked with CoCountant from October 2023–May 2024.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The measurable outcomes from our project with CoCountant included the following:

• 100% on-time monthly closes for the marketing department’s financials
• A fully categorized and audit-ready QuickBooks Online file, tailored to departmental reporting
• Clear budget vs. actual reports, enabling better spend control and forecasting
• A 30–40% reduction in time spent by our internal team on managing marketing expenses
• Improved financial visibility that supported more informed decision-making at the leadership level

Before CoCountant, our team spent approximately 10–12 hours per week on the following tasks:

• Collecting and organizing receipts and invoices
• Manually categorizing transactions in QuickBooks
• Following up on vendor payments
• Reconciling ad spend across platforms (Google, Meta, LinkedIn)
• Creating budget tracking spreadsheets
• Preparing monthly reports for leadership

After CoCountant, these tasks were either fully offloaded or streamlined. Our team now spends only 6–7 hours per week (mostly for approvals and high-level review) thanks to the following:

• CoCountant’s automated categorization and reconciliations
• Proactive reporting and dashboards
• Direct vendor and expense management by their team
• Controller-level oversight reducing internal double-checking

The result was a consistent 30–40% drop in manual workload, freeing up our team to focus more on strategic marketing activities.

With clean, categorized books and timely reporting, we had a clearer view of our marketing ROI and spending patterns, enabling smarter budget allocation. Access to accurate, real-time financial data allowed our leadership team to make quicker, more confident decisions around campaign scaling, vendor negotiations, and budget reforecasting. Reducing the internal workload around expense tracking freed up our marketing and finance teams to focus on higher-value strategic tasks rather than day-to-day bookkeeping. The budget vs. actuals reporting and controller oversight helped us stay within planned budgets and proactively identify overspending before it became an issue.

How did CoCountant perform from a project management standpoint?

CoCountant’s project management was highly reliable and responsive. They consistently delivered reports and reconciliations on time, maintained clear communication channels, and adapted quickly to our evolving needs. Their team was proactive in flagging issues, following up on missing information, and ensuring deadlines were met without compromising on accuracy. We appreciated their structured approach—especially the monthly close process and regular check-ins—which kept everything on track and gave us confidence in the financial data.

What did you find most impressive about them?

What stood out most about working with CoCountant was their ability to combine hands-on bookkeeping with controller-level oversight—something rare in outsourced finance teams. They weren’t just data entry partners; they truly understood our business context and helped us build department-level financial discipline. Their responsiveness, attention to detail, and ability to deliver clean, audit-ready books consistently made them feel like an extension of our in-house team. The fact that they could handle complex marketing spend tracking across multiple platforms with minimal back-and-forth was particularly impressive.

Are there any areas they could improve?

One area where CoCountant could have improved was more proactive data visualization and dashboarding. While their reports were accurate and timely, having more real-time, visual insights—especially for non-finance stakeholders—would have made it easier for our marketing team to track spend and performance at a glance. Additionally, a more formal onboarding or documentation process in the early phase would have helped us ramp up faster and reduce initial back-and-forth. That said, their team was quick to adapt once aligned and remained responsive throughout.

BACKGROUND

Please describe your company and position.

I am the Executive Director of Nonprofit organization

Describe what your company does in a single sentence.

A nonprofit organization

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CoCountant to accomplish?

• CoCountant was engaged to clean up multi-year financials, set up donation tracking, and prepare annual audit reports for board governance.

SOLUTION

How did you find CoCountant?

Online Search

Why did you select CoCountant over others?

• High ratings
• Good value for cost
• Referred to me

How many teammates from CoCountant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They successfully transitioned the organization into GAAP-compliant reporting and improved financial transparency across all departments.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Passed annual audit with zero material issues

Increased donor reporting clarity

Cut annual financial prep time by 50%

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They kept us accountable to timelines, with weekly email updates and recurring task reminders.

What was your primary form of communication with CoCountant?

Email or Messaging App

What did you find most impressive or unique about this company?

They adapted their typically startup-focused services to a nonprofit with empathy and expertise.

Are there any areas for improvement or something CoCountant could have done differently?

Would have appreciated earlier guidance on donor-designated funds classificatio

BACKGROUND

Please describe your company and position.

I am the CEO of Fine Tech Startup

Describe what your company does in a single sentence.

 FinTech startup

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CoCountant to accomplish?
CoCountant was brought on to help the FinTech company manage accounting around interchange fees, capital inflows, and platform fee structures.

SOLUTION

How did you find CoCountant?

Online Search

Why did you select CoCountant over others?

• High ratings
• Good value for cost
• Referred to me

How many teammates from CoCountant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They delivered flawless categorization, automated reconciliations, and audit-ready reports for financial partners.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Passed independent audit in under 5 weeks
• Created real-time revenue tracking models
• Board reporting streamlined by 40%

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Extremely reliable — weekly deliverables, no delays. All queries are responded to within 24 hours.

What was your primary form of communication with CoCountant?

Email or Messaging App

What did you find most impressive or unique about this company?

Their ability to handle technical FinTech workflows without hand-holding — they understand our fee logic better than our internal ops team.

Are there any areas for improvement or something CoCountant could have done differently?

Would love even more automation around bank reconciliation, but this is being scoped.

BACKGROUND

Please describe your company and position.

I am the Dentist of 209 NYC Dental

Describe what your company does in a single sentence.

Our New York City dental office was established in 1887 and has provided the best dental care to patients in this area for over a century.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CoCountant to accomplish?

• Clean up 12 months of early-stage bookkeeping and bring our financials in line with GAAP standards to prepare for investor due diligence.
• Build clear, reliable reports for burn rate, runway, revenue, margins, ARR, and churn — critical for internal tracking and board communication.
• Ensure our financial data was investor-ready ahead of our seed round, without the need to hire a full-time controller.

SOLUTION

How did you find CoCountant?

Online Search

Why did you select CoCountant over others?

• High ratings
• Good value for cost

How many teammates from CoCountant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CoCountant cleaned up 12 months of financial records, implemented GAAP-compliant reporting, and created interactive dashboards to track burn rate, revenue, and key SaaS metrics like ARR and churn. Key deliverables included investor-ready financial statements, detailed SaaS metrics, and clear reports for internal and board use.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

CoCountant successfully cleaned up our financial records and delivered investor-ready reports ahead of our seed round. We now have accurate tracking of ARR, churn, burn rate, and runway, enabling more informed decision-making and seamless board updates. The work also saved us from hiring a full-time controller.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CoCountant was highly organized and delivered everything on time. Their team was responsive and proactive, ensuring all our needs were met promptly. They maintained clear communication via their Client Hub, keeping us updated and aligned throughout the process.

What was your primary form of communication with CoCountant?

Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most was how CoCountant transformed our messy financials into investor-ready reports without us needing to hire a full-time controller. Their proactive approach and deep understanding of our startup’s needs made the entire process smooth and efficient.

Are there any areas for improvement or something CoCountant could have done differently?

At this stage, we haven’t identified any areas for improvement. The team meets our expectations and delivers the work efficiently and on time.

BACKGROUND

Please describe your company and position.

I am the IT Expert of Terk Consulting, LLC

Describe what your company does in a single sentence.

We’re a New Orleans-based IT consultancy working with life sciences, SaaS, and civic tech teams around the 128 corridor.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CoCountant to accomplish?
Catch up bookkeeping, Clean up contractor payments and 1099 tracking, Prep financials for our first office lease, Get monthly numbers in the form of accurate statements

SOLUTION

How did you find CoCountant?

Online Search

Why did you select CoCountant over others?

• High ratings
• Good value for cost

How many teammates from CoCountant were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

CoCountant cleaned up our historical records, flagged missing 1099 data, and helped us understand how much runway we really had heading into the lease. They also set up monthly reporting with custom tags for our biotech and civic tech projects

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Reconciled contractor payments, On-time reports for our landlord and lender, Project-specific visibility we didn’t have before, Confidence to scale, most importantly, Fixed 1099s and contractor payment tracking, Prepped clean financials for our first commercial lease.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was smooth and well-organized. Deliverables were consistently provided on time, and they maintained clear communication throughout. They were responsive to my needs and quickly addressed any queries or adjustments I requested. Overall, they provided a reliable service for bookkeeping tasks.

What was your primary form of communication with CoCountant?

Email or Messaging App

What did you find most impressive or unique about this company?

They didn’t waste time explaining what I already knew. They just fixed what was broken, gave us clear reports, and made it easier to move forward. That’s all we needed.

Are there any areas for improvement or something CoCountant could have done differently?

A slightly more detailed initial onboarding or checklist might also help clients understand what's needed from their side. That said, CoCountant was receptive to feedback and showed a willingness to improve.

BACKGROUND

Please describe your company and position.

I am the Founder of City Home

Describe what your company does in a single sentence.

 We’re a home goods boutique based in the Beaverton, Oregon.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CoCountant to accomplish?

• Track expenses tied to vendor invoices
• Get visibility into profit margins
• Fix inconsistent categorization from POS system
• Deliver monthly reports

SOLUTION

How did you find CoCountant?

Online Search

Why did you select CoCountant over others?

• Great culture fit
• Good value for cost

How many teammates from CoCountant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They integrated our POS with our accounting software, recategorized six months of data, set up vendor tagging, and created a monthly reporting system we can actually rely on.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Better vendor tracking and invoice management

Weekly cash flow visibility
Clear gross and net margin insights
More confidence in managing finances

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Not specified.

What was your primary form of communication with CoCountant?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I didn’t even know what cash flow meant before. Now I check my dashboard every week.

Are there any areas for improvement or something CoCountant could have done differently?

Not yet,

BACKGROUND

Please describe your company and position.

I am the Doctor of UIC Medical Centre

Describe what your company does in a single sentence.

We’re a multi-specialty medical practice in Newark, New Jersey

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CoCountant to accomplish?

• Clean up reimbursement logs for staff and providers Reconcile 10+ months of untracked transactions Improve vendor and supply cost categorization Provide reporting for better margin tracking

SOLUTION

How did you find CoCountant?

Online Search

Why did you select CoCountant over others?

• High ratings
• Referred to me

How many teammates from CoCountant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CoCountant went through every transaction for the prior fiscal year, set up new expense classifications, created reimbursement workflows for physicians and PAs. They gave us clean monthly reports that we now rely on in our partner meetings.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Accurately categorized books, Reimbursement and payroll tracked correctly, Clear monthly reports for decision-making, No compliance issues in latest audit

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes their delivery has been timely.

What was your primary form of communication with CoCountant?

Email or Messaging App

What did you find most impressive or unique about this company?

Everything has gotten cleaned up way faster than expected.

Are there any areas for improvement or something CoCountant could have done differently?

The team was professional, but at times communication felt delayed.

BACKGROUND

Please describe your company and position.

I am the Owner of Desert Smiles Dental

Describe what your company does in a single sentence.

 We provide family and cosmetic dental care in the Phoenix metro area.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CoCountant to accomplish?

• The goal was to improve clarity and prepare for a smooth tax season.

SOLUTION

How did you find CoCountant?

Online Search

Why did you select CoCountant over others?

• High ratings
• Good value for cost

How many teammates from CoCountant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CoCountant reviewed and corrected 8 months of our prior transactions, categorized expenses by vendor and service, and built out a custom reporting system to show gross and net margins per procedure. They also cleaned up how we track payroll for part-time hygienists and front desk staff. Now I can actually see what I’m spending per role.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Fully reconciled books, Clean categorizations by service and department, Improved visibility into profitability by dental procedure

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, punctual and on-time delivery

What was your primary form of communication with CoCountant?

Email or Messaging App

What did you find most impressive or unique about this company?

I liked that they didn’t overcomplicate anything. They handled the mess and didn’t make a big deal out of it. Just got it done.

Are there any areas for improvement or something CoCountant could have done differently?

Not specified.