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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

Advisory Services

Accounting & Finance Solutions Business Valuations Data & Insights Family Office Services IT Strategy & Implementation M&A Advisory 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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Advisory Services

Risk Assurance & Advisory

Meeting Your Strategic Goals Starts with Managing Your Risk

As technology continues to evolve and data remains center stage in the business world, protecting your company and its data is key. While risk cannot be avoided, it can be managed — making risk management initiatives integral to meeting your strategic goals.

We’ve assembled a highly skilled team to help you assess your risk and better understand both barriers and opportunities to managing it. Our team has backgrounds ranging from traditional accounting and auditing experience, to information technology, SOC reporting and stablecoin. We offer practical solutions that support, rather than hinder, your daily operations and help you address your risks.

Meet Our Leadership

Steve Guarini, CPA

sguarini@cohencpa.com
586.541.7736

More About Our Core Risk Assurance & Advisory Services

SOC 1, 2, 3 and SOC for Cybersecurity Assurance Services

Our team understands the importance of SOC reports, which can help you improve the operational excellence of your business and build trust with external audiences.

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IT Risk Advisory

We can help you assess your security infrastructure, controls and processes — for small scale initial assessments and larger cybersecurity framework implementations.

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Stablecoin

One of the leading attest and advisory stablecoin practices in the U.S., we’ve provided attestations for over a dozen types of stablecoins using specially tailored procedures.

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In-Depth: SOC Toolkit

Your Guide to Navigating SOC Reports

Whether you are in the process of preparing for a SOC exam or are simply considering one, find resources to help you better understand these reports and your role within them.

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Related Insights

Article

Why (and How) to Assess Your Internal Controls for Better Risk Management

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Article

4 Ways Stablecoin Issuers Can Help Ease Concerns in Washington

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Article

5 Tax, Assurance and Business Areas to Watch in 2021 and Beyond

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