Your dedicated bookkeeping partner - for Accountants and CPAs.
Why partner with
Cobella Financial?
Reliable and Dedicated
Our dedicated team is reliable for both you and your clients, providing you both with the lifeline you need. This shows up in our accuracy and ensuring your clients’ books are up-to-date with reliable numbers for reporting at tax time.
Grow your firm
The more time you have to focus on your high-level and high-value services can be used to grow your firm. We’ll take care of the rest.
Big 3 Promise
Our Big 3 promise of: Technology, On-boarding and Advisory - will give your firm the peace of mind in knowing your clients are in the best of hands with us.
Get Started today
Step 1 : How can we support you and your clients?↓
Simply schedule a call and we can discuss a potential new partnership or how we can work together.
Discuss the requirements needed and here, we set a plan into action.
Step 2 : Client Introductions↓
We'll go through an easy onboarding process to get your clients up and running.
If there's any catch up bookkeeping to be done, we'll take care of that as well.
Step 3 : Plan in action↓
We take care of your clients' books on a monthly basis and deliver accurate financial reports.
Thus giving you and your clients clean books for tax time.
Step 4 : Billing↓
Our billing system for partnerships can operate one of two ways.
We can agree to: bill your firm directly or bill the client directly. We also offer discounts based on the number of referrals you direct to Cobella Financial.