Help Your Clients Fix Their Financial Operations Without Adding Work to Your Firm
Cohensa partners with CPA firms to keep client books clean, support back office operations, and provide extra capacity so your team can focus on tax and advisory.
Many CPA firms work with clients whose books are incomplete, disorganized, or months behind. This slows down tax preparation and creates unnecessary pressure during busy season.
Cohensa partners with CPA firms to keep financial records organized year round so tax preparation is smoother and clients receive better financial support.
We provide bookkeeping, cleanup, and financial operations support while CPA firms remain focused on tax and advisory work.
How We Support CPA Firms
Keep Client Books Clean Year Round
Ongoing bookkeeping, reconciliations, and reporting so clients are prepared for tax season.
Fix Messy or Behind Books
Cleanup and catch up work to get financials accurate and ready for filing.
Handle Bookkeeping Overflow
Additional capacity when your team is busy or hiring is not practical.
Support Client Back Office Operations
Help with invoicing, bill pay, and financial workflows beyond basic bookkeeping.
What Makes Cohensa Different
Built for CPA Firm Partnerships
We are structured to support CPA firms, not compete with them. Our focus is bookkeeping and financial operations so you can stay focused on tax and advisory.
Experience Across Multiple Industries
We have worked with a wide range of service based businesses, allowing us to step into new client situations quickly and identify issues without a long learning curve.
US Based Team
All work is completed by experienced US based professionals, ensuring clear communication, consistency, and reliability.
Free Bookkeeping Diagnostic
We provide a quick review of reconciliations, transactions, and account structure so you can understand the condition of the books before work begins.
White Label Bookkeeping Support
We can operate behind the scenes as your bookkeeping team so your firm can offer these services without hiring or changing your client relationships.
Referral Structure
CPA firms who partner with Cohensa receive a 10% referral share on bookkeeping clients you send our way for the first 12 months.
We also refer clients to our CPA partners for tax services, as Cohensa does not provide tax work.
Trusted by small business across these industries:
• Construction and home services
• Ecommerce brands
• Restaurants and hospitality businesses
• Photography and creative studios
• Real estate businesses and property managers
• Marketing and creative agencies
• Consultants and professional services firms
• Law firms
• Medical and wellness practices
• Event and production companies
• Fitness studios and gyms
• Salons and personal care businesses
• Technology companies and startups
• Nonprofits and associations
• Online education and coaching businesses
• …. and many more
Software Expertise
