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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

Technical & Financial Reporting

Additional Support to Help Your Business Succeed

As your organization grows, enters new markets or considers transactions, your internal finance teams are often stretched managing daily operations while addressing evolving standards and heightened reporting demands. Bolstering your team with external technical and financial reporting resources can help your business navigate complex accounting requirements and deliver clear, decision-ready information to stakeholders.

Our seasoned team offers technical accounting support for the types of complex issues large private companies, including private equity-backed entities, and publicly traded companies face. For those growing via acquisition, we offer deep transaction accounting expertise. From pre-transaction close work through the purchase and net working capital settlement, our team is well versed in the accounting needed for complex transactions. We provide U.S. GAAP financial statement preparation and reporting, including monthly, quarterly and annual statements, footnotes and consolidations, and can help your entity file initial registration statements such as Forms 10-K, 10-Q and S-1. On the advisory side, we help you analyze your internal controls to strengthen your processes, enhance documentation and drive audit-ready financial reporting by improving close procedures and reducing risk. Through technical memos and broader accounting consulting, we deliver clear positions on complex or nonroutine matters, support the implementation of new standards, and ensure financial reporting remains compliant, defensible and aligned with your business objectives.

Regardless of your organization’s needs, our expertise, cross-industry perspective and scalable resources can strengthen your finance function, enhance reporting accuracy and timeliness, and support confident decisions by management, boards, investors and lenders.

Our Technical and Financial Reporting Services

  • SEC/non-SEC Financial Reporting
  • ASC 805 opening balance sheet and net working capital consulting
  • Technical memos/accounting consulting
  • Internal controls
    • Controls gap analysis
    • Internal audit support
    • SOX compliance assistance
  • IPO readiness
    • Audit readiness

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

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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