Cohen & Co is a team of licensed CPA's delivering outsourced CFO, Controller, Bookkeeping, and Tax services — combining real financial expertise with modern AI automation, so you get real-time clarity and tax savings most accountants miss.
From day-to-day bookkeeping to strategic forecasting — get the right level of finance leadership at every stage of growth.
Strategic financial leadership without the full-time price tag. We sit alongside your leadership team to drive growth.
Tight financial controls, accurate reporting, and rigorous month-end close — all powered by intelligent automation.
AI-assisted bookkeeping that's faster, more accurate, and dramatically more affordable than legacy firms.
As licensed CPA's, we don't just file your taxes — we proactively plan year-round to legally minimize what you owe and uncover savings most accountants miss.
We pair seasoned financial professionals with a proprietary tech stack — so you get the best of both worlds: judgment you can trust, and speed legacy firms can't match.
Our CPA's continuously monitor your books and flag unusual activity, duplicate payments, and accounting errors before they become problems.
We connect directly to your bank accounts, credit cards, and accounting system to track every dollar in real time. Our team of CPA's then layers in historical patterns, seasonality, and your AR/AP pipeline to project where your cash is heading — so you always know your runway before it becomes a problem.
Have a question like "How much did we spend on payroll last quarter compared to revenue?" or "Which customers are driving the most profit this year?" Our team of CPA's are always available to answer — with clear, data-backed insights you can actually use to make decisions.
Bank-grade encryption, role-based access, and continuous compliance monitoring keep your financial data locked down.
We integrate with the tools you already use — and layer AI on top.
A proven onboarding process that gets your books clean, your dashboards live, and your team aligned — fast.
We learn your business, goals, current state, and pain points in a free 30-minute conversation.
We connect your accounting, banking, and operational tools — and clean up historical data with AI assistance.
Within 2 weeks, you have real-time financial dashboards, automated reporting, and a dedicated CFO partner.
Monthly strategy sessions, board-ready reports, and continuous optimization to drive profitability.
AI automation handles the grunt work, so your CFO spends time on strategy, not data entry.
Get senior-level CFO expertise at a fraction of the cost of a full-time hire — with no overhead.
You get a CFO, Controller, and Bookkeeper — not a rotating cast of junior associates.
Live dashboards, mobile-friendly reports, and a chat-based AI assistant available 24/7.
GAAP-compliant, audit-ready financials with full transaction trails and supporting documentation.
Month-to-month engagements with flexible scopes. Scale up or down as your needs evolve.
"Cohen & Co transformed our finance function. We closed our Series B six weeks faster because our books were investor-ready from day one. The AI dashboards are a game-changer."
"We replaced a full-time controller plus a bookkeeping firm with Cohen & Co. Better reporting, faster close, and we saved over $180K in taxes in year one."
"The AI-powered anomaly detection caught a duplicate invoice we would've paid twice — saving us $42K. Worth every dollar before we even got to strategy."
Book a free 30-minute consultation. We'll walk you through your current state, identify quick wins, and show you what modern finance looks like.
Send an email or give us a call and a senior partner will respond within one business day — no high-pressure sales pitch, just a real conversation.
Cohen & Co · Serving clients nationwide
Within 24 hours, every business day.
The fastest way to start the conversation is a quick email or call. We respond within one business day.
📧 Email Moshe → 📞 Call (267) 412-6574