About
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Careers
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Contact
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
Client Portal
Services Industries Knowledge Center People

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.

Learn More

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.

Learn More

Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
VIEW THE COMPLETE LIST

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.

Learn More

Insights

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

Read Our Insights

Events

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

Explore Our Events

News

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

Read Our News
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
Client Portal
Advisory Services

Outsourced Accounting Solutions

An Outsourced Accounting Team that Brings Peace of Mind

Business owners and CFOs often spend too much of their valuable time deciphering the numbers. Instead of analyzing financial information at a strategic level for the betterment of the company, leadership is “tasked” with everything from accounting for individual transactions to making sense of and confirming the numbers being presented are even accurate.

Your time is better spent focusing on the business fundamentals, not chasing the record keeping of those decisions, and not worrying about whether the numbers are right.

Our professionals 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. While we leverage everyone on our team to complete your work while keeping your costs low, all work is thoroughly tech reviewed by our management team. You will always have two skilled professionals reviewing and confirming your numbers are accurate. 

Our Outsourced Accounting Services

  • Financial statements – Preparing statements according to the accounting basis you elect
  • Cash flow forecasting – Projecting your cash needs so you can plan accordingly
  • Investor statements – Producing investor statements based on your results
  • Audit readiness – Evaluating your accounting process and reviewing supporting schedules
  • Accounting policies – Drafting accounting policies tailored to your business, for management’s approval
  • Record keeping – Organizing and storing your invoices, receipts, contracts, etc.
  • Bookkeeping - Reconciling your bank and credit card accounts, making journals, recording depreciation
  • Bill pay - Processing payments, subject to your approval requirements
  • Catch-up accounting – Recording entries to bring your records up to date
  • SEC filings - Preparing your complete, printer-ready drafts of quarterly and annual reports for business development companies (BDCs)

Who We Serve

Our team provides flexible solutions for business leaders across all industries, including:

  • Administrators for BDCs
  • Digital asset funds
  • Distribution 
  • Family office
  • Manufacturing
  • Private equity funds and portfolio companies
  • Professional services
  • Real estate funds 
  • Registered Investment Advisers (RIAs) and Commodity Pool Operators (CPOs)

Meet Our Leadership

Caroline Jiang, CPA

Director, Accounting Advisory Solutions
caroline.jiang@cohencpa.com
410.527.3925

Leverage Technology to Your Private Equity Firm’s Advantage

We use a proprietary technology platform to streamline data collection, valuation, accounting and reporting activities. The result is a secure reporting environment that provides more accurate information at a lower cost than companies handling this function internally.

Learn More
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy
LinkedIn Twitter Facebook
© 2023 Cohen & Company