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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

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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 Litigation Support Services M&A Advisory Outsourced Accounting Solutions 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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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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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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Join us in person and online for events that address timely topics and key business considerations.

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

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Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Join Our Talent Community
Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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Healthcare

Addressing the Financial Needs of the Healthcare Industry

Our many years of experience serving the healthcare industry enable us to efficiently address the financial areas that affect your organization — allowing you to stay focused on your patients, customers and daily operations. Our healthcare team advises growth-oriented private companies in all stages. We work with individual and group physician practices, health systems, ambulatory surgery centers, dental practices, home health and elder care providers, bioscience organizations, manufacturers and distributors of durable healthcare goods, and medical insurance companies.

Our Healthcare Industry Services

Our expertise in the following areas allows us to help healthcare entities address issues such as complex payment systems, costing methods, financial management, compensation planning and retention of key personnel: 

  • Tax compliance and planning

  • Financial statement audits, reviews, compilations and other attest services

  • Cost accounting

  • Budgeting and forecasting

  • Compensation models

  • Internal control assessments     

  • Benchmarking

  • Structure of partnership/operating, employee, non-compete and physician agreements

  • Physician buy-in and buy-out structures

  • Estate planning

  • Mergers & acquisitions

We also offer additional resources through our membership in the following organizations: 

National CPA Health Care Advisors Association (HCAA)

Healthcare Financial Management Association (HFMA)

Medical Group Management Association (MGMA)

Meet Our Leadership

Tina Dzik, CPA, MBA

Partner, Cohen & Co Advisory, LLC
Partner, Cohen & Company, Ltd.
tdzik@cohenco.com
216.774.1125

Judy Bell, EA

Manager, Cohen & Co Advisory, LLC
jbell@cohenco.com
586.541.7732

What Our Clients are Saying

Service from Cohen & Co was extremely professional, on time and very accommodating. After working with other firms, I will say the level of service Cohen & Co provided was fantastic. Met all our expected deadlines.
Healthcare Services Company
We have a very favorable working relationship with Cohen & Co. I really appreciate having consistency with the team and therefore the understanding of our process. The knowledge and expertise on our service team is strong.
Mental Health Services Company

Related Insights

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How to Know If Your Organization Will Need an Audit for Provider Relief Funds

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Questions Remain on How Providers Should Account for Provider Relief Fund Money

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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