
"CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax filing."
"CoCountant provides outsourced financial management services for a software company. The team is responsible for accounting, bookkeeping, and forecasting."
"CoCountant was engaged to manage department-level bookkeeping for a healthcare technology company, focusing on marketing expenses. Their work included tracking spend, managing invoices, and delivering reports."
"A nonprofit hired CoCountant to clean up their multi-year financials, set up donation tracking, and prepare annual audit reports for board governance to ensure GAAP compliance."
"CoCountant was hired by a fintech startup to manage accounting around interchange fees, capital inflows, and fee structures. They provide categorization, automate reconciliations, and audit-ready reports."
"CoCountant provides accounting services for a dental care provider. The team has optimized 12 months of financial records, implemented GAAP-compliant reporting, and created interactive dashboards."
"CoCountant provided bookkeeping and accounting services for an IT consultancy. The team cleaned up the client's historical records, flagged missing 1099 data, and set up monthly reporting."
"CoCountant integrated a POS system with accounting software for a home goods boutique. The team recategorized six months of data, set up vendor tagging, and created a monthly reporting system."
"CoCountant provides accounting services for a medical center. They've reconciled 10 months of untracked transactions, set up expense classifications, and created reimbursement workflows for physicians and PAs."
"CoCountant provided accounting services for a dental clinic. The team reviewed and corrected eight months of prior transactions, categorized expenses, built a custom reporting system, and tracked payroll."