Cohen & Co CPA’s
New York · Financial Services
We provide end-to-end financial management for venture-backed and bootstrapped startups, combining CPA and CFO services under one monthly retainer. Our core offerings include bookkeeping and accounting (monthly close, GL management, reconciliations), tax preparation and filing (federal, state, and multi-state), and strategic tax planning (QSBS, 83(b) elections, R&D credits). We also produce investor-ready financial statements — P&L, balance sheet, and cash flow — and deliver ongoing CFO support, including burn rate tracking, runway forecasting, scenario modeling, and fundraising prep. Engagements typically start with a financial systems audit, followed by a custom service plan scoped to your stage and complexity.
Services
CPA, CFO, Tax, Financial Statements, Accounting