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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

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 Finance Transformation Litigation Support Services M&A Advisory Managed Accounting Services Office of the CFO Technical & Financial Reporting 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 Client Services 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 & Co, from industry recognitions and growth updates, to where we are contributing to important media stories.

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People
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 Executive 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 Westchester, NY Youngstown, OH
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Advisory Services

Finance Transformation

Helping CFOs Transform the Finance Function for Efficiency and Growth

The role of the finance and accounting function continues to evolve, as do the expectations that come with it. Building stronger partnerships with internal and external stakeholders, navigating changing business environments and helping deliver valuable insights across the organization are a few in a long list of challenges CFOs face. High performing finance and accounting functions can become the catalyst for broader organizational change, helping set and execute enterprise vision and strategy.

We partner with you and your team to transform your digital finance operations, building an infrastructure that is efficient and scalable to support the business as it grows. High value, low complexity digital solutions — coupled with an awareness and understanding of how those solutions integrate with people, process, data and governance — can help maximize your ROI. From enhanced strategies for your finance operating model, to core finance and accounting solutions, to financial planning and analysis, to incorporating the latest in digital solutions — we can help you improve efficiencies and prepare for growth.

Our Finance Transformation Services

  • Finance Operating Model Strategy
    • Rapid F&A capability assessment
    • Target operating model design
    • Finance technology strategy and application selection
    • Finance service delivery model and organization planning and design
    • M&A integration management, office and finance function integration
  • Core Finance & Accounting Solutions
    • ERP implementation services
      • QuickBooks Online
      • Sage Intacct
      • NetSuite
    • Finance operations transformation
      • Close optimization
      • Accounts Payable (AP)
      • Accounts Receivable (AR)
      • Treasury
  • Financial Planning & Analysis Solutions
    • Planning, budgeting and forecasting process optimization
    • Enterprise performance management (EPM) implementation services:
      • Workday Adaptive Planning
      • Sage Intacct Planning
      • NetSuite Planning and Budgeting
    • Profitability insights and cost accounting solutions
  • Digital Solutions
    • Process automation and workflow
    • Data strategy and transformation
    • Insights and analytics
    • Artificial Intelligence (AI) readiness and solutions

Meet Our Leadership

John Cavalier, MBA, MAcc

Partner, Cohen & Co Advisory, LLC
jcavalier@cohenco.com
216.774.1199

Office of the CFO

We provide C-level executives of closely held, private equity-backed and publicly traded companies critical leverage and expertise to make confident business decisions.

Our key services include:

  • Technical and financial reporting
  • Finance transformation
  • Managed accounting services
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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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