Local Expertise Cohen + Associates, LLC has established a strong presence in the Boston and greater New England area, specializing in personalized accounting, tax, and consulting services, which positions them well to attract clients seeking localized expertise and tailored solutions.

Boutique Advantage As a boutique firm with a dedicated team and low employee turnover, Cohen + Associates emphasizes personalized client service, presenting opportunities to target small to midsize businesses looking for high-touch, flexible accounting partnerships.

Growing Revenue Range With revenues between one and ten million dollars, the company is positioned in a growth-oriented segment where tailored financial consulting and specialized services could generate new revenue streams, especially from small to medium-sized enterprises.

Technology Stack Utilizing commonly adopted tools like Microsoft 365, MySQL, and PHP indicates openness to integrating new technology solutions, creating potential sales pathways for software integrations, automation tools, or cybersecurity enhancements.

Competitive Landscape Operating in a market with large firms such as KPMG and Deloitte, Cohen + Associates can position itself as a flexible, community-focused alternative, appealing to clients who prefer personalized service over the scale of larger firms—this offers an opportunity for targeted outreach and differentiation.