CoCountant is a bookkeeping and accounting firm offering controller-led monthly bookkeeping and accounting packages, plus a separate finance staffing product, built on remote and offshore delivery teams under a parent company called Creative Chaos.

A seed or Series A startup that needs GAAP accrual books built for diligence, with a controller signing off on every close from the entry tier, at an entry price of $160 per month, is well served here. Their startup onboarding configures SAFE and convertible note accounting, stock comp, and deferred revenue before the first close. Books live in the client's own QuickBooks Online account from day one, so there is no proprietary ledger to migrate off. A company that already has a CFO or finance lead and wants to add a dedicated bookkeeper, accountant, controller, or FP&A analyst as embedded headcount under that person, rather than buy a subscription service, is also better served by their separate Finance Team Extension staffing product.

Tax filing is not part of the monthly bookkeeping plan. It is a separate service line and a toggleable add-on with no published price, so total annual cost is not fixed by the rate card for a buyer who needs filing. Price is set by trailing average monthly operating expenses, reviewed quarterly, with increases effective the next billing cycle while decreases wait for renewal. They also state they are not built for daily on-site finance staff or full CFO-level strategic advisory.

Details reflect CoCountant's published site content as retrieved and may have changed since. Confirm current terms directly with CoCountant before deciding.

No. CoCountant's monthly plans cover bookkeeping and accounting. Tax advisory and filing is a separate service line, listed on their accounting services page among add-ons that can be turned on or off as needs change. Their tax page states they provide tax planning, filing, and advisory services aligned with the client's books. No price is published for this service.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

CoCountant's pricing page states pricing is set by average monthly operating expenses rather than transaction count. They review the account quarterly using the last three months of books: if the sustained average sits in a higher band, they move the account to the new price on the next billing cycle; if the average drops into a lower band, the price is reduced at renewal. Their accounting services page adds that they review quarterly and give 30 days notice before any adjustment.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

CoCountant's accounting services page states the QuickBooks Online company belongs to the client, that they work inside the account the client owns, and that the client keeps full access and all historical data. On ending service, they state they remove their own user access and provide a handoff package including trial balance, schedules, and reconciliations, along with a final controller-signed close.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.