Stay ahead of today’s dynamic business landscape

Compliance and operational excellence are at the heart of our framework, designed to strategically deliver a comprehensive solution consisting of the right people, enhanced processes, and integrated technology. Our CohnReznick team brings deep industry experience, allowing us to understand the unique needs of our clients within the context of industry-specific best practices and challenges. This perspective enables us to identify, recommend, and implement the right solutions, processes, and support model for your organization.

Our CAS professionals help businesses streamline operations for optimal efficiency and effectiveness. By empowering our clients to leverage cutting-edge technology and data-driven analytics, we enable them to stay ahead of today’s dynamic business landscape through improved strategy development and decision-making.

Service offerings

  • We help companies prepare monthly, quarterly, and annual financial statements and perform monthly balance sheet reconciliations, required journal entries, month-end close, and cash flow statements and projections. We can also formulate annual budgets and financial reports.
  • With former CAOs and CFOs on our team, we work with management teams to help them prepare for upcoming audits. We can also support management throughout the audit process.
  • We can oversee customer invoicing and receivables. We can also research and implement applications that can increase efficiencies and streamline many processes.
  • Using an agnostic accounting system approach, we collaborate with our clients to set up business accounting systems. These systems help client teams improve efficiency on procedural changes, chart of accounts, financial reporting, and internal controls.
  • We can process accounts payable, credit cards, and expense reports. Our automated solutions offer transparency and visibility throughout the process. We can also provide year-end Form 1099 processing to ease the tax reporting burden of paying vendors.
  • We offer a comprehensive suite of services to streamline both your HR and payroll functions. This includes onboarding & new hire management, talent acquisition support, and benefits administration. We provide accurate payroll processing, administrative support for your HRIS system, and benefits reconciliation & compliance.
INDUSTRy-SPECIFIC Technology
We deliver technology stacks that enable our clients to standardize, optimize, and scale back-office operations in alignment with business needs. Leveraging our expertise and established relationships with leading technology providers, we can identify and implement the best solutions to meet your unique needs. Our agnostic approach to technology includes continuous evaluation of the latest advancements in the accounting industry.
key benefits to standardizing your technology stack

Financial

Timely and accurate reporting

Enhanced efficiencies that can reduce costs

Point solutions that can implement end-to-end process automation for increased productivity and cost savings

Automation for risk mitigation with standard processes and security protocols

Operational

Promoting operational efficiency and effectiveness

Continuous process improvement

Scalability and cross-training opportunities

Providing business insights to help drive business decisions

Technology Relationships

Our relationships with the following companies help our clients achieve better outcomes. Discover how we can help you scale operations, optimize resources, and access leading technologies.

acumatica logo
ADP logo
Bill logo
Coupa logo
Deltek costpoint logo
fyle logo
Intuit quickbooks logo
MRI logo
microsoft dynamics 365 logo
Nexus logo
Oracle Netsuite logo
Reach reporting logo
Sage intacct logo
SAP concur logo
Tipalti logo
Unanet logo
Yardi logo
Discover how our technology relationships can create value for your organization
accounting today top 100

Kane Polakoff named to Accounting Today’s Most Influential list

Per Accounting Today, this list “identifies the thought leaders, change-makers, regulators, and other leaders who are shaping the profession, and the issues that they face as they chart the future of accounting.”
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INSIGHTS

Related issues and insights

Insight

Financial agility in a dynamic market: Harness tech, data, and outsourced insights

Case Study

Case study: Optimizing efficiency by transforming financial systems

Press Release

CohnReznick’s Polakoff named among top 100 most influential in accounting

Press Release

CohnReznick’s Schatko appointed to Intuit QuickBooks Partner Council

Insight

At the Forefront: C-Suite priorities for value, resilience, and performance

OUR PEOPLE

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Kane Polakoff headshot

Kane Polakoff

 Partner, Practice Leader – Client Advisory Services (CAS) – CohnReznick Advisory LLC
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Contact Kane Kane+Polakoff [email protected]

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Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture – addressing any industry-specific needs.