Our Services

Helping business owners stay organized, tax-ready, and focused on growing their business.

We mind your business

A person working at a white desk with a laptop displaying spreadsheets and charts, a calculator, notebooks with handwritten notes, a cup of coffee, plants, and papers.

Basic Service

“Clean, tax-ready books”

Get organized fast. We clean up your books, reconcile accounts, and deliver clear monthly reports—so you always know where you stand.

Details:

  • Cleanup & Set-Up: Chart of accounts tune-up, historical catch-up, and rules for consistent categorization.

  • Monthly Close: Bank/credit card reconciliations, receipts organized, error checks.

  • Core Reports: Monthly Profit & Loss, Balance Sheet, and Cash Summary with a brief notes digest.

  • Tax-Ready Package: Year-end support for your tax filing (trial balance, GL, and supporting schedules).

  • Document Hub: Simple folder structure for statements, bills, and receipts.

  • Support: Email support + one 30-min review call per month.

Ideal for: startups, solo business owners and independent contractors, small businesses that need organized records, current book, and reliable monthly reporting.

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Intermediate Service

“Day-to-day support + visibility”

Everything in Basic, plus help running the daily money flows—cash-flow tracking, budgets, and routine A/P–A/R or payroll support.

Details:

  • Cash-Flow Tracking: 13-week cash forecast with weekly update.

  • Budgeting: Annual budget + monthly budget-vs-actuals.

  • A/P Management (light): Enter bills, schedule payments, vendor.

  • A/R Management (light): Create/send invoices, apply payments, aging review, gentle collections reminders.

  • Payroll & 1099 Contractor Coordination: Run payroll or reconcile with your provider.

  • Key Performance Indicators Snapshot: Simple dashboard (A/R days, gross margin, cash runway).

  • Quarterly Review Call: 60-min strategy check-in to spot trends and next steps.

Ideal for: restaurants, retailers, home healthcare agencies, and growing businesses that need support managing cash flow, receivable, payable, payroll coordination, and day to day financial activities.

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Advanced Service

“Financial Reporting & Business Support”

Everything in Intermediate, plus reporting, custom reporting, forecasting, and advisory to support confident, bigger decisions.

Details:

  • Month-End Discipline: Formal close checklist, variance analysis, and management report pack.

  • Custom Reporting: Class/location/job reporting, product & margin analysis, inventory/COGS controls.

  • A/P–A/R at Scale: Structured approvals, payment runs, collections cadence.

  • Sales Tax Tracking & Compliance Support – Accurate tracking and reconciliation of sales tax collected, with organized reports prepared for filing by your tax preparer or CPA.

  • Owner Meetings: Monthly (or bi-weekly) financial review meetings with clear action items.

Ideal for: established businesses that need deeper financial reporting, operational visibility, and ongoing management support

Accounting Firms: Behind on Client Books? We Handle Cleanup & Catch-Up — Quietly and Efficiently.
Tax season. Month-end. Year-end. Backlogs happen.

At Cool Bean Counters, we provide behind the scenes bookkeeping support to accounting firms — helping you get client records clean, current, and under control without adding staff and increasing payroll.

WHAT WE HANDLE

We support your firm by taking care of the work that slows you down:

  • Cleanup of disorganized or incomplete books

  • Catch-up bookkeeping for prior months or years

  • Bank & credit card reconciliations

  • Transaction classification and corrections

  • Preparing clean, organized financials for review

HOW WE WORK

We work behind the scenes so you stay front-facing with your clients.

  • Discreet & professional — we represent your standard

  • Fast turnaround on backlog projects

  • Experienced with real accounting workflows

  • Able to handle high-volume work efficiently

WHY FIRMS OUTSOURCE TO US

No hiring. No training. No long-term commitment.

Just dependable support when your workload increases.

  • ⏱ Meet tight deadlines without stress

  • 💰 Reduce overhead and staffing costs

  • ✅ Deliver clean books to your clients

  • 📈 Keep your operations running smoothly

WHO THIS IS FOR

We work best with:

  • Accounting firms with overflow or backlog work

  • Firms needing help during tax season or peak periods

  • Teams that want reliable support without expanding payroll

👉 Contact Cool Bean Counters Today

Need Help Clearing Your Backlog?

Let’s get your client books cleaned up and back on track — fast.