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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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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

Managed Accounting Services

Outsourced Accounting Services that Provide Scalable Solutions for CFOs

CFOs and finance leaders are consumed more than ever with their daily responsibilities, from analyzing financial results, managing cash flow and monthly close, to bank reporting and audit and tax compliance. Our team of dedicated resources can help lessen the burden for you and your finance team.

Your company may be seeking daily operational support via staff augmentation and bookkeeping, or an interim outsourced CFO solution resulting from a period of significant growth or transaction activity. Other times you may need help resolving complex technical accounting and tax matters, audit assistance and related financial statement preparation, or help with board reporting and budgeting. Our outsourced accounting professionals provide scalable solutions to help public and private companies with these and a variety of other needs. Whether you have a start-up or growth stage entity, we use our deep background in audit, tax and corporate finance to ensure your team has the necessary resources to handle your complex business matters.

Our Managed Accounting Services

  • Audit preparation and support
  • Client accounting services
    • Bill pay/accounts payable
    • Bookkeeping
    • Monthly financial reporting
  • Financial statement prep
  • Outsourced CFO
  • Outsourced accounting/staff augmentation
  • FP&A managed services

Meet Our Leadership

Todd Scherrer, CPA

Partner, Cohen & Co Advisory, LLC
Partner, Cohen & Company, Ltd.
tscherrer@cohenco.com
716.204.7797

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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