Five Signs Your Bookkeeping Needs a Second Look
Common warning signs — from inconsistent reconciliations to delayed reporting — that suggest it's time to revisit how your books are being managed.
Coming soon
Accounting · Tax · Financial Advisory
Your Numbers. Your Growth. Our Expertise.
Strategic accounting, financial management and tax solutions designed to help businesses understand their numbers, strengthen their financial foundation and grow with confidence.
We work as your financial partner — not just as a service that records transactions, but as a team invested in helping you understand, organize and grow your business.
30+
Years of experience
6
Service categories
1:1
Client partnership
About Us
A financial partner, built on three decades of experience
Cohen & Cohen Financial Solutions LLC was built on more than thirty years of hands-on experience in accounting and bookkeeping. That path began under the mentorship of a father who taught the discipline from the ground up, and continued through years of formal training as a Public Accountant and decades of work alongside businesses of every size — managing their finances, organizing their records and helping them make sense of their numbers.
Along the way, one pattern became clear: most businesses have access to someone who records their transactions, but far fewer have a partner who helps them truly understand their financial position, interpret what the numbers are saying and use that information to run a better business.
Cohen & Cohen Financial Solutions exists to fill that space. We work alongside our clients to improve financial organization, control expenses, strengthen cash flow and support better decision-making — so that a growing business is also a well-organized and financially sound one. Our clients should feel that their business is in good hands, and that we are building its financial foundation together, one step at a time.
Our vision
Over the next several years, our goal is to become one of the most trusted accounting and financial services firms for small and medium-sized businesses — known not only for accuracy, but for the clarity and guidance we bring to every client relationship.
0+
Years of experience
0
Service categories
Why Cohen & Cohen
More than a bookkeeping service
We approach every engagement as a long-term partnership, not a transaction — helping you understand your numbers and use them with confidence.
30+ Years of Experience
Three decades of hands-on work in accounting, bookkeeping and financial management.
More Than Bookkeeping
We go beyond recording transactions to help you understand what your numbers mean.
Personalized Financial Guidance
Every engagement is shaped around your business, not a one-size-fits-all package.
Business-Focused Accounting
We think in terms of business outcomes, not just entries in a ledger.
Reliable Financial Reporting
Consistent, accurate reporting you can depend on to make timely decisions.
Long-Term Partnership
We aim to be a steady financial partner as your business grows and changes.
Leadership
The people behind Cohen & Cohen
Jorge Cohen
Founder / Managing Partner
Jorge founded Cohen & Cohen Financial Solutions after more than three decades of experience in accounting, bookkeeping and financial management. His career began under the mentorship of his father and continued through years of formal training as a Public Accountant, working closely with business owners to help them understand and strengthen their financial operations.
Katherine Macias
Partner
Katherine partners with clients across accounting, financial reporting and business advisory engagements, helping organizations translate day-to-day financial data into clear, actionable insight.
Services
Accounting and financial services built around your business
From day-to-day bookkeeping to strategic financial guidance, each service is designed to work together as one coordinated financial function.
- Full-cycle bookkeeping
- General ledger management
- Bank and credit card reconciliations
- Accounts payable
- Accounts receivable
- Monthly closing
- Chart of accounts organization and cleanup
- Historical accounting cleanup
- Financial record organization
- QuickBooks support and accounting management
- Profit & loss statements
- Balance sheets
- Cash flow statements
- Accounts receivable aging
- Accounts payable aging
- Management reports
- Financial analysis
- Budget vs. actual analysis
- Budget preparation
- Cash flow management
- Financial planning
- Expense analysis
- Profitability analysis
- Business performance analysis
- Financial organization
- Strategic financial guidance
- Management reporting
- Decision-support financial analysis
- Individual tax preparation
- Business tax preparation
- Tax documentation support
- Federal and state tax support
- Sales tax assistance
- 1099 preparation
- Tax organization and year-end readiness
- Payroll accounting support
- Payroll reconciliation
- 1099 contractor reporting
- Employee and contractor payment tracking
- Payroll-related accounting coordination
- Condominium accounting
- HOA accounting
- Monthly financial reporting
- Budget monitoring
- Accounts receivable / owner balances
- Accounts payable
- Bank reconciliations
- Reserve fund tracking
- Management financial reporting
Industries
Experience across a range of business types
Every industry has its own financial rhythm. Our approach adapts to how your business actually operates.
Construction & Contractors
Job-cost visibility and financial organization for contractors managing multiple projects at once.
Transportation
Accounting support built around the cash flow and expense cycles of transportation operations.
Professional Services
Reporting and financial structure for firms whose value is built on billable time and client relationships.
Property Management
Organized financial oversight for portfolios of managed properties and their ownership groups.
Condominium & HOA Associations
Dedicated association accounting, from owner balances to reserve fund tracking and board reporting.
Small and Medium-Sized Businesses
Hands-on accounting and advisory support sized to fit growing, owner-operated businesses.
This list reflects our current areas of experience and will continue to expand as we work with more industries.
Our Approach
A clear process, from first conversation to lasting partnership
01
Understand
We learn how your business operates, where the financial challenges are and what information your management team truly needs.
02
Organize
We structure your accounting records, reporting and financial processes so your numbers are accurate and easy to follow.
03
Analyze
We turn financial data into clear, useful information that reflects the real condition of your business.
04
Advise
We share practical insight that helps ownership and management make better, more informed decisions.
05
Grow
We help you build a stronger financial foundation so your business is positioned for sustainable growth.
Resources & Insights
Guidance for staying financially organized
Practical articles and reminders on accounting, tax planning and business financial management. New content will be added regularly.
Year-End Tax Readiness: What Small Businesses Should Review
A practical checklist of documentation and financial records to organize before tax season arrives.
Coming soonTurning Monthly Reports Into Better Business Decisions
How consistent financial reporting can become a real decision-making tool instead of a routine formality.
Coming soonContact
Let's talk about your business
Schedule a consultation and tell us a bit about what you're looking for. We'll follow up to learn more about your business and how we can help.
Cohen & Cohen Financial Solutions LLC
- Website:
- cohencohenfs.com
- Email:
- info@cohencohenfs.com