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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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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

Office of the CFO

CFO Solutions that Add Value and Bring Peace of Mind

Successful companies pair strong execution with clear, reliable insight. Our Office of the CFO services help C-level executives of closely held, private equity-backed and publicly traded companies obtain the information they need to make confident decisions. Grounded in our firm’s entrepreneurial roots, we are your go-to resource and serve as an extension of your team to offer leverage while providing deep GAAP, audit, tax and business expertise.

Professionals from our Technical & Financial Reporting, Finance Transformation and Managed Accounting Services groups are here to help you succeed. We can support you as you modernize your finance department; provide financial reporting and analysis, including technical accounting and GAAP advisory; and offer CFO-level analysis. For companies looking to grow via acquisition, we have deep expertise leading complex buy and sell-side transactions. We also clearly understand private equity expectations and the critical role high-quality financial information plays in maximizing the value of your deal. So, whether you need outsourced and scalable CFO solutions, finance transformation services or strategic financial advisory to bridge resource gaps, we provide interim or ongoing strategic financial leadership to your business.

Meet Our Leadership

Phil Ryan, CPA, MBA

Market Leader, Private Equity
Partner, Cohen & Co Advisory, LLC
Partner, Cohen & Company, Ltd.
pryan@cohenco.com
216.774.1120

Technical & Financial Reporting

Our technical and financial reporting specialists provide scalable support to strengthen your compliance, enhance reporting quality and deliver clear, decision-ready financial information. Our key services include:

  • Financial statement reporting
  • Internal controls
  • Technical memos/accounting consulting
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Finance Transformation

Our finance transformation approach can help modernize your systems, streamline processes and build scalable foundations that elevate your finance function into a growth driver. Our key services include:

  • Finance Operating Model Strategy
  • Core Finance & Accounting Solutions
  • Financial Planning & Analysis Solutions
  • Digital Solutions
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Managed Accounting Services

Our managed accounting professionals deliver flexible, scalable support — from bookkeeping to interim CFO leadership — so your team can focus on strategy while maintaining accurate, reliable financial operations. Our key services include:

  • Audit preparation and support
  • Outsourced CFO
  • Outsourced accounting/staff augmentation
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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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