Cocoon Advisors
Back-Office Operations
Cocoon Advisors, LLC is a business advisory and outsourcing company that provides back-office operations for small to medium-sized businesses, known for its tailored systems and processes that enhance operational efficiency.
Size
Private
Mission
To handle administrative burdens for small business owners, providing clarity on business health and future direction.
About
Cocoon Advisors, LLC offers back-office operations along with bookkeeping, strategic planning, project management, and marketing consulting for clients in various industries. The company operates using a virtual delivery model and supports small to medium-sized businesses across the U.S.
It is recognized for its focus on personalized service and operational clarity, with a mission to alleviate administrative burdens for entrepreneurs and small business owners.
Services
Cocoon Advisors, LLC provides back-office operations supported by bookkeeping, strategic planning, project management, and marketing consulting. These services cover financial management, compliance guidance, and operational optimization, and are tailored to support small to medium-sized businesses in managing their administrative functions effectively.
Capabilities
Financial Planning & Analysis (FP&A)
Business & Financial Research
Market & Competitive Intelligence
Procurement Administration
Billing & Invoicing
Document Indexing & Digitisation
Tax Compliance & Filing
Industries Served
The company serves clients in various industries, primarily focusing on small to medium-sized businesses. It has experience supporting entrepreneurs and startups with services aligned to their specific operational needs and growth objectives.
Unique Stregths
Cocoon Advisors is known for its commitment to helping small business owners focus on their core passions while managing administrative complexities. Its approach includes developing customized systems and processes that fit clients' busy schedules, ensuring efficiency and clarity in business operations.
Delivery Footprint
Headquartered in Detroit, Michigan, the company operates using a virtual delivery model. It serves clients across the U.S., with a focus on direct collaboration and support for businesses looking to optimize their back-office functions.
Certifications
Minority Business Enterprise
Verticals
Non-Profit & NGOs
Clients
No items found.
What's the main service provided by
Cocoon Advisors
?
Cocoon Advisors specializes in back-office operations, providing essential support to businesses. Their services extend to financial planning and analysis, business and financial research, market and competitive intelligence, procurement administration, billing and invoicing, document indexing and digitization, as well as tax compliance and filing. This comprehensive suite is designed to streamline various administrative functions, enabling businesses to focus on their core operations.
What additional services does
Cocoon Advisors
provide?
When was
Cocoon Advisors
founded?
Cocoon Advisors was established in 2018, marking its entry into the business world as a provider of back-office solutions. As of 2024, the company has been in operation for six years, during which it has developed a reputation for delivering personalized services to small and medium-sized enterprises.
What industry verticals does
Cocoon Advisors
serve?
Cocoon Advisors primarily serves the Non-Profit & NGOs sector. This focus allows the company to tailor its services to meet the unique needs and operational challenges faced by organizations in this vertical.
What delivery model does
Cocoon Advisors
offer?
Cocoon Advisors employs a work-from-home or virtual delivery model, enabling them to provide services efficiently to clients across the U.S. This approach allows for flexible collaboration and support, ensuring that businesses can access the expertise they need without the constraints of a traditional office environment.
How many employees and/or seats does
Cocoon Advisors
have?
Can
Cocoon Advisors
be considered a good service provider for startups?
Cocoon Advisors is well-positioned to support startups, particularly through its tailored back-office services and strategic planning capabilities. The company’s approach focuses on alleviating administrative burdens, which can be particularly valuable for fledgling businesses that need to concentrate on growth and innovation. Their commitment to personalized service ensures that startups receive the attention and support they require to establish a strong operational foundation.
Can
Cocoon Advisors
be considered a good service provider for SMBs?
Cocoon Advisors is an excellent service provider for small and medium-sized businesses (SMBs). With a diverse range of services designed to optimize back-office functions, the company offers the flexibility and scalability that SMBs often need to grow. Their experience working with various industries, coupled with their focus on operational clarity, makes them a reliable partner for businesses looking to enhance efficiency and streamline processes.
Can
Cocoon Advisors
be considered a good service provider for enterprises?
Cocoon Advisors may not be ideally suited for large enterprises, as their core focus is on small to medium-sized businesses. While they hold a Minority Business Enterprise certification and have received recognition such as the Channel Futures MSP 501 award, their service offerings are tailored more towards the unique needs of smaller organizations rather than the complexities typically associated with larger enterprises.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.