Beyond the Numbers
Concierge Tax and Accounting Services*
Tailored to you, just like a family office. Cohesion’s personalized tax planning, outsourced accounting, and wealth management services break the mold and set a new standard in financial care.
Beyond the Numbers
Concierge Tax and Accounting Services*
Tailored to you, just like a family office. Cohesion’s personalized tax planning, outsourced accounting, and wealth management services break the mold and set a new standard in financial care.
A Fresh Approach
Our mission at Cohesion goes beyond the traditional client/accountant relationship; we aim to be your most trusted and thoughtful partner. We light your financial path by offering you the unparalleled, personalized attention commonly associated with family offices. With us, you're not just another client; you're a valued member of an elite financial experience.
At Cohesion, we redefine accounting and finance, together.
Oil & Gas Real Estate Professional Services Founders/Entrepreneurs Construction Manufacturing Technology Specialty Contractors Agriculture Private Equity High Net Worth Medical
PRECISION
Tailored Tax Services
Navigate your tax journey with confidence. We offer comprehensive tax services that go beyond tax return filing season. With proactive tax planning, continuous support, and a personalized approach, we help you understand your tax situation, save money and plan for the future.
STRATEGIC
Fractional CFO & Outsourced Accounting
Focus on your business while we handle the numbers. Our Fractional CFO & Outsourced Accounting services provide strategic financial leadership, allowing you to make informed business decisions and drive growth. From financial reporting to trend analysis, we have you covered.
GROWTH
Wealth Management
Secure your financial future with our wealth management services. We provide personalized wealth management strategies, helping you protect and grow your wealth. Whether you are planning for retirement or managing generational wealth, we are here to help.
Personalized Tax & Wealth Insights
Signs You’ve Outgrown QuickBooks for Your Accounting Needs
Signs You’ve Outgrown QuickBooks for Your Accounting Needs
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Preparing Founders With Financial Foresight for CFO Decisions
Preparing Founders With Financial Foresight for CFO Decisions
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CFO Insights on Business Model Optimization for B2B Success
CFO Insights on Business Model Optimization for B2B Success
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Recognizing the Risks of Monthly Close Delays in Business
Recognizing the Risks of Monthly Close Delays in Business
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Unlocking Revenue Opportunities via Financial Report Analysis
Unlocking Revenue Opportunities via Financial Report Analysis
Read MoreBeyond The Numbers.
Experience Concierge Tax and Accounting with Cohesion.
Certain employees of COHESION COMPANIES are Investment Advisor Representatives and/or Registered Representatives. Information and services provided are intended only for residents of the United States.
*COHESION is not a CPA firm, public accounting firm, or law firm. The information on our Site is not intended to provide legal, tax, or accounting advice and should not be relied upon in that regard. Persons accessing our Site are advised to obtain proper legal, accounting, tax or professional advice where necessary.
Prewitt CPA PLLC, which is a company affiliated with COHESION and which provides services to COHESION clients, does provide CPA and tax services and is a registered CPA firm.