Regional accounting firm · Cleveland, OH
Cohen & Co
Regional firm offering audit, tax, and managed accounting and office-of-the-CFO services, with industry practices including manufacturing, construction, real estate, health care and nonprofits.
Profile
- Headquarters
- Cleveland, OH
- Size type
- Regional: Firms with offices in one region or a handful of states, often with deep industry niches and partners who work on each client directly.
- Services
- Audit and assurance, Tax advisory and compliance, Client accounting services
- Industry niches
- Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate
- Website
- www.cohenco.com
- Last checked
- November 11, 2026
Services
Audit and assurance
An audit is an independent CPA firm's examination of your financial statements, ending in a written opinion on whether they are fairly presented under the accounting framework you use (usually US GAAP).
Tax advisory and compliance
Tax compliance is preparing and filing returns: federal, state and local income tax, sales and use tax, payroll tax, and information returns such as Forms 1099.
Client accounting services
Client accounting services (CAS) is outsourced accounting: a firm keeps your books, closes the month, reconciles accounts, runs payables or payroll, and can act as your controller or fractional CFO.
Not listed on the firm’s website: SOC 1 / SOC 2. If you need it, ask the firm directly.
Industry niches
Technology and software
Software and SaaS companies face revenue recognition questions under ASC 606, capitalized development costs, research credits, equity compensation and sales tax on digital products in many states, and their customers often ask for SOC 2 reports.
Nonprofits
Nonprofits file Form 990, follow nonprofit accounting standards for restricted gifts and net assets, and, when they spend federal money above the threshold, need a Single Audit under the Uniform Guidance. Boards and funders read these reports closely.
Manufacturing and distribution
Manufacturers and distributors carry inventory costing, multistate sales and payroll, and tax incentives such as the research credit and cost segregation. A firm that knows inventory observation and standard costing audits faster and finds more in planning.
Construction
Contractors are judged by sureties and banks on their financial statements: percentage-of-completion revenue, work-in-progress schedules and bonding capacity. A firm that knows what sureties look for writes statements they accept.
Health care
Health care providers deal with payer reimbursement, cost reports, regulatory compliance and physician compensation rules. A firm with health care clients knows the reporting regulators and lenders expect.
Real estate
Real estate owners and developers rely on partnership tax planning, depreciation and cost segregation, 1031 exchanges and investor reporting. Audits for lenders and investors have their own fair-value and lease questions.
What to ask Cohen & Co
- Is Cohen & Co licensed in our state, and is the partner who would sign our work a licensed CPA there? (Check on CPAverify before the first call.)
- What was the result of your most recent AICPA peer review, and can we see the report?
- Who will be our day-to-day contact, and how often will we speak with the partner?
- How will you bill us: fixed fee, hourly or retainer? What is included, and what would cost extra?
- If we are a public company or broker-dealer: is the firm registered with the PCAOB, and what did its latest inspection report find?
- Who prepares our returns and who reviews them? Is the reviewer a CPA or an enrolled agent?
- Which accounting software do you work in, and do we keep ownership of our books and login?
- Do you prepare and review work-in-progress (WIP) schedules?
- Which kinds of providers do you serve: hospitals, physician groups, behavioral health, senior living?
- How do you approach inventory observation and costing?