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About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Events

Join us in person and online for events that address timely topics and key business considerations.

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News

Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

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People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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Digital Finance Solutions

Giving Accounting & Finance Teams the Right Tools to Operate at Optimal Levels

The role of the finance and accounting function continues to evolve — as do the expectations associated with it. Building stronger partnerships with internal and external stakeholders, navigating changing business environments and helping deliver valuable insights across the organization are a few in a long list of challenges CFOs face. High performing finance and accounting functions can become the catalyst for broader organizational change, helping set and execute enterprise vision and strategy. 

We partner with CFOs and their organizations to design and build the optimal organization, one that is efficient, highly capable and able to support the business, including our outsourced reporting solutions. High value, low complexity digital solutions, coupled by an awareness and understanding of how those solutions integrate with people, process, data and governance help maximize value realization. 

While some companies require help building and deploying their long-term, efficient and scalable organization, others need resources to serve as an extension of the finance and accounting team. Our accounting outsourcing model is a scalable, cost-effective solution that allows your company to grow without worrying about capacity constraints. More flexible than most business process outsourcers, we take pride in growing with you and offering the flexibility you need.

Meet Our Leadership

John Cavalier, MBA, MAcc

Partner, Management Consulting
jcavalier@cohenconsulting.com
216.774.1199

More About Our Core Accounting & Finance Solutions

Private Equity Reporting Accelerated

Cohen & Company can help private equity firms increase transparency and reduce the time spent on financial reporting processes.

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Outsourced Accounting Solutions

We have deep, sophisticated backgrounds in audit, tax and corporate finance that can handle your back office accounting so you can focus on growing your business.

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Finance Operations & Service Delivery

Our solutions seek to lower the cost of your finance and accounting function. We help you improve the accuracy and timeliness of financial reports and enable forward-looking analysis to drive more informed business decisions.

  • Acceleration of your close process

  • Budgeting and planning optimization

  • Organization design and enhanced people management

  • Digital enablement


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Digital Automation Solutions

We don’t believe in automating bad processes, so we help you ensure an investment in automation will deliver tangible value, while boosting employee productivity and satisfaction. We can lead you through the selection, design, implementation and organizational readiness of automation solutions.

  • Robust assessment of current processes to find the right “fit” and readiness for automation

  • Robotic Process Automation (RPA) and Intelligent Automation (IA)

  • Tax automation solutions

  • Close management and automation solutions

  • Budgeting and management reporting solutions

  • Work with most technology vendors, with special expertise in leading F&A platforms, such as Workiva, FloQast, Avalara and UIPath

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Reporting Solutions

More data does not necessarily translate to greater insights. Our integrated reporting solutions integrate disparate data sources and streamline, simplify and automate reporting across your business ecosystem — from internal management reporting, to statutory and compliance, to investor and outward facing external reporting.

  • Data and Reporting Strategy

  • Management Reporting

  • Statutory and Regulatory Reporting

  • ESG Reporting and other Specialized Reporting

  • Shareholder and External Stakeholder Reporting

  • Fund Accounting and Investor Reporting

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Related Insights

Article

A Strategic Imperative for Private Equity Funds: Building Responsive Governance

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Article

Is Your Company Ready for “Big Data”?

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Article

Outsourcing Your Financial and Accounting Function: Why It Might Be Time

Read More
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