Citrin Cooperman

Citrin Cooperman

Financial services,Security services,Legal and Consulting

Accounting, tax, and advisory services

Company Overview

Citrin Cooperman is a nationally recognized firm specializing in accounting, tax, and advisory services tailored for private companies, franchise systems, and high-net-worth individuals. Their integrated approach delivers targeted solutions for common franchise challenges, including compliance, technology adoption, and financial management, directly supporting scalable growth for franchise operations.

Services Offered

  • Comprehensive outsourced finance and accounting services, including payroll, bookkeeping, and CFO advisory
  • Audit, tax compliance, and planning for single- and multi-unit operators
  • Business advisory solutions such as budgeting, performance management, and cybersecurity advisory
  • Transaction advisory for M\&A, valuations, and due diligence specific to multi-location and franchise expansion

Value Proposition

  • Industry Specialization: Serves a diverse range of industries with deep experience in franchise systems, retail, hospitality, manufacturing, and financial services.
  • Key Benefits:
    • Provides scalable accounting solutions to streamline operations and enable franchise owners to focus on growth.
    • Offers franchise-specific financial reporting for compliance and royalty management.
    • Delivers integrated tax and advisory services to optimize profitability across multi-unit systems.
  • Franchise Expertise: The firm offers dedicated resources, case studies, and industry-specific guidance for franchise operators, with recognition for responsive service and practical advisory tailored for the franchise sector.

Company Snapshot

Year Founded

1979

Headquarters Location

New York, NY

Key Executives

Joel Cooperman, CEO

Industry

Financial services,Security services,Legal and Consulting