Services Support

What You Need, When You Need It

CoEfficient Services offers a complete spectrum of Accounting and Finance staff to meet your specific needs.  And best of all, you can hire us on a flexible and scalable basis. This means we are a variable cost you control depending on your needs and budget allocation.

We examine your needs and establish a pricing model that meets a small-to-medium sized company budget.

Each company is assigned a dedicated support person who is responsible for managing all aspects of the CoEfficient service plan.



Accounting Outsourcing

A complete spectrum of Accounting and Finance Services:

  • Outsourced Bookkeeping Services
  • Accounts Receivable (AR)
  • Accounts Payable  (AP)
  • Account Reconciliation
  • General Ledger
  • Accrual and depreciation tracking
  • Financial Statement Preparation
  • Payroll Tax Filing
  • Management Reporting & Analysis
  • Annual Budgeting & Projections
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Controller Services

Monthly reporting and insights about your company’s Accounting and Financial data:

  • Advice and recommendations from experienced Controllers on a fractional basis
  • Creation of board documents
  • Business continuity in working with a dedicated resource who is managing your account
  • Unbiased and unemotional advice from somebody who is not within your company on a day-in and day-out basis
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Hosted Financial Software

A cloud-based solution available anytime and anywhere:

  • Access via secure login that provides remote access to your live financial software file
  • This means you can access from your office, iPad, and even your home computer; any device that has Internet access
  • Multiple users can work at the same time and still maintain the integrity of your financial software file
  • Save time that you typically waste sending your financial software file back and forth between members of your team
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Business Intelligence

A secure portal that enables simple views of your Accounting data:

  • Visual representations of your financial data
  • Shows growth, revenue, profitability, in clean and concise formats
  • Reliable services that allow you to focus on your core tax advisory and audit services
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M&A Support

You need support from a professional, independent, non-biased team before, during and after acquisitions to:

  • Transition accounting function to a professional organization before marketing an opportunity
  • Provide reliable accounting services during pre-sale period to ensure no “surprises” during buy-side diligence
  • Deliver accounting and strategic due diligence support
  • Create and update your Offering Memorandum
  • Perform a one-time cleanup of bookkeeping after acquisition
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  • Update Transactions
  • Accounts Payable Management
  • Accounts Receivable Management
  • Payroll
  • Reporting
  • Inventory Management
  • Other Services

  • Controls Implementation
  • Tax/Audit Prep
  • Sales Tax Filings
  • Payroll Tax Returns
  • 1099 Filed/Mailed
  • Payroll Audit
  • Workers Comp Audits
  • Many Others
  • Free Accounting Review

    Speak with an Accounting Expert today...

    ... about saving time and getting more accurate reports.

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