Cocoon Advisors

Cocoon Advisors

About

Founded in 2018, Cocoon Advisors, based in Detroit, MI, is a business process outsourcing agency that caters to small to medium-sized businesses. They specialize in virtual accounting and bookkeeping services, ensuring your books are always up-to-date. Cocoon Advisors prides itself on working closely with clients to develop systems and processes that fit seamlessly into their schedule, providing a clear financial overview of their business at all times.


Highlights

7 years in business
Serves Detroit, MI

Social media


Specialties

Industry

Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries

Annual income

Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP

Accounting for

Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit

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Services offered

Accounting
Business Consulting