Use our guide to help your private company proactively plan for tax opportunities and potentially ease your 2026 tax burden.
Learn MoreOrganizations are growing and evolving at a rapidly increasing pace, driving complexity and a need for better information faster. Legacy systems and finance functions built for yesterday’s business environment can no longer keep pace with the speed and demands of today’s. As a CFO, has your...
Read MoreNonprofit controllers, CFOs and finance directors will gain relevant insights and an actionable playbook to help manage tight budgets and high stakes.
Read MoreCohen & Co has been named a winner in the FY2025 Sage Platinum Club for Partners Awards.
Read MoreCohen & Co, one of USA Today’s Most Recommended Tax and Accounting Firms, is excited to announce it is now a certified implementation partner for two leading financial management software platforms: Sage Intacct and Workday® Adaptive Planning. Together, these platforms build on each other’s...
Read MoreDuring boom times, M&A activity can be one of the most challenging strategies for organizations to successfully execute, often with high rates of failures. In a challenging environment, say, of rising inflation and interest rates, that challenge becomes even greater. And while pre-deal activities,...
Read MoreA critical component of any acquisition is ensuring business continuity throughout the integration, therefore easing the burden on your employees and allowing your business to realize deal synergies. The treasury function plays a critical role in that continuity. Understanding the current and future...
Read MoreAlmost every industry is facing a labor shortage that is restricting businesses’ ability to grow. While employee engagement strategies can help attract and retain key talent, technology to help digitize your close often offers an impactful solution to overcome the labor gap. Finance leaders are...
Read MoreWhen is the last time you took a careful look at the treasury department of your business? How are you saving money and creating efficiencies while managing the lifeblood of your business: your cash? In this installment of our series on treasury and risk management best practices, explore the core...
Read MoreIn this first installment of our series on treasury and risk management best practices, find out why it’s critical to incorporate payment process best practices into your business and what you can do to achieve that goal. Implementing payment process best practices for your treasury department...
Read MoreIt’s hard to believe it’s been a year since terms like quarantine, social distancing and remote working became part of our normal vocabulary. We’ve been through a lot in 12 months, and our organizations have become stronger, while at the same time, in some cases, have paid a steep toll. Looking...
Read MoreWhen there is a significant shift in business operations due to a crisis — whether a health pandemic or natural disaster — deliberate leadership is critical not only to survival but also to drive positive outcomes when the crisis abates. Business leaders should address three key areas — cash...
Read MoreOrganizations embark on change continuously, whether by choice or by necessity. However, if not managed effectively, change efforts can cause severe disruption at best, and fail at worst. One key to organizational change is stakeholder management. Too often, change efforts fall prey to lack of...
Read MoreNearly eight in 10 executives agree with the following statement: "If we could harness all of our data, we would be a much stronger business." Business intelligence can help companies do just that, significantly improving their data and reporting capabilities, and ultimately their bottom...
Read MoreIn this installment of our “Business Intel” series — helping you monitor, understand and maximize your organization’s liquidity and cash management processes — we offer insights into the technical and reporting differences between net revenue, gross profit and net income. As we’ve learned...
Read MoreIn this installment of our “Business Intel” series — helping you monitor, understand and maximize your organization’s liquidity and cash management processes — we provide insights on how to make your debt instruments work for you. As we continue to face disruption while making our way through...
Read MoreIn this installment of our “Business Intel” series — helping you monitor, understand and maximize your organization’s liquidity and cash management processes — we provide more detail on specific strategies to make your working capital work for you. When organizations need cash, they often first...
Read MoreIn this installment of our “Business Intel” series — helping you monitor, understand and maximize your organization’s liquidity and cash management processes — we focus on strategies to make your organization’s working capital work for you and ways to optimize your cash management. As we...
Read MoreIn our currently uncertain economic state, it is imperative to have a system in place to help monitor and understand your organization’s liquidity and cash management. In addition to our PowerBI Liquidity Dashboard — which helps analyze your current position and ensure your organization has real...
Read MoreHere we are, barely into Q2 of the calendar year, and many organizations are operating under a budget that is essentially irrelevant. For calendar year-end companies, operating under the current budget for the remainder of the year doesn’t make sense. Organizations with non-calendar fiscal years may...
Read MoreCash is the lifeblood that supports day-to-day business operations. Near limitless access to capital and liquidity fueled a decade of growth, while illiquidity catapulted the economy into the financial crisis of 2007-2009. Regarding the broader economy, the ease of access to liquidity directly...
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