Cohen & Co Tech Stack

Mid-market accounting and tax firm serving corporates, funds, and private enterprises

Accounting Cleveland, OH 501–1,000 employees Privately Held

Cohen & Co is a 15-office accounting and tax practice with 800+ professionals serving mid-market and Fortune 1000 clients across attest, tax, advisory, and consulting. The hiring and project mix—dominated by finance and senior-level accounting roles, with heavy investment in Sage Intacct and NetSuite implementations alongside Workday and Adaptive Planning adoption—signals aggressive modernization of their core accounting operations and shift toward cloud-based ERP infrastructure to handle fund accounting complexity and multi-jurisdictional reporting.

Tech Stack 20 technologies

Core StackNetSuite QuickBooks Workday DocuSign SAP Oracle Dynamics 365 Salesforce Power Query Outlook Excel Word Adobe CCH Axcess Sage Intacct Yardi Microsoft Office Sage QuickBooks Enterprise

AdoptingWorkday NetSuite Adaptive Planning Sage Intacct

What Cohen & Co Is Building

◆Challenges

Complex fund structures
Reporting efficiency
Technology adoption
Complex accounting and financial reporting challenges
Complex multi-state filings
Cleansing and migration of historical data
Sec reporting compliance
Data integrity
Process improvements and efficiency opportunities
Remediation of control gaps

▲Active Projects

Improving accounting processes and reporting efficiency
Centralized billing operating model
Implementation of new accounting standards
Billing dashboards and kpis
Sage intacct implementation projects
Accounting system implementations
Implementing new technologies and tools
M&a integration
Tax planning consulting projects
Enterprise performance management system implementation

Hiring Activity

Decelerating320 roles · 85 in 30d

Department

Finance

281

Consulting

Ops

Tax

Engineering

Legal

Seniority

Senior

150

Manager

Director

Intern

Mid

Staff

Junior

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About Cohen & Co

Founded in 1977, Cohen & Co operates as a licensed CPA firm (Cohen & Company, Ltd.) providing audit and attest services, alongside advisory and consulting entities (Cohen & Co Advisory, LLC) for tax and business consulting. The firm serves privately held companies and their owners, investment funds and advisers, and large multinational enterprises. With 15 U.S. offices and an affiliated presence in the Cayman Islands, the practice handles complex fund structures, multi-state tax filings, and enterprise compliance. Current projects focus on accounting system migrations, billing model transformation, SEC reporting infrastructure, and M&A integration support.

HeadquartersCleveland, OH

Company Size501–1,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Cohen & Co use?

Core stack includes NetSuite, Sage Intacct, QuickBooks, Workday, Salesforce, SAP, Oracle, Dynamics 365, and Microsoft Office suite. Currently adopting Workday, Adaptive Planning, Sage Intacct, and NetSuite for ERP and workforce management.

Where is Cohen & Co headquartered?

Cleveland, Ohio. The firm operates 15 offices across the United States and has an affiliated entity presence in the Cayman Islands.