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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 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

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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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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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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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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 Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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Private Equity Reporting Accelerated

FAQs: Cohen & Company’s Private Equity Reporting Accelerated Solution

  1. Is Cohen & Company a fund administrator?
    • No, Cohen & Company is a CPA firm that provides advisory services including digital finance solutions and managed service offerings.
  2. Can Cohen & Company replace my fund administrator ?
    • Depending on your current use of a fund administrator and desired support model, Cohen & Company may be able to provide complementary services to existing fund administrators or limited services for smaller firms who do not need a full fund administrator.
  3. Does the model scale to support future funds?
    • Yes, our proprietary templates can support new portfolio companies, add-ons and new funds. Additionally, having all performance data in one location accelerates the fundraising process by already storing performance history of portfolio companies and funds.
  4. I already have a Business Intelligence (BI) solution, can I still use Cohen & Company’s reporting solution?
    • Yes, our solution can integrate with the majority of widely used BI and data apps. There are several methods of integration, which we will scope to determine the best method for each client.
  5. Does this solution replace BI?
    • No, the solution is intended to work alongside BI tools to provide a connected reporting platform. Cohen & Company assesses and implements BI tools and can help you best design your reporting environment.
  6. Is my data secure?
    • The solution uses technology platforms, all of which have a SOC 1 Type II and SOC 2 Type II reports. These reports are available upon request.
  7. Can the solution be customized?
    • Yes, every element of the solution is subject to customization to specific clients. Using preconfigured templates will accelerate the deployment; however, we understand every client is unique and different levels of customization are necessary.
  8. Can my entire reporting team use the platform?
    • Yes, Cohen & Company will work with your teams to create permissions registers ensuring proper controls over reporting are in place.
  9. Can I have the models and reporting built without Cohen & Company’s managed service support?
    • We have a flexible service delivery model intended to adapt to various client needs based on build and deliver, or managed service support models.

Meet Our Leadership

Jim Boland, MBA

Partner in Charge, Advisory
jboland@cohenconsulting.com
216.774.1211

Phil Ryan, CPA, MBA

Partner, Assurance
pryan@cohencpa.com
216.774.1120
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