Cover Image for Tax Advice with Cohen & Co CPA’s
Cover Image for Tax Advice with Cohen & Co CPA’s
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Presented by
Propel Earth
Private Event

Tax Advice with Cohen & Co CPA’s

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About Event

Join Propel Earth and Moshe Cohen for a practical online session on tax strategy, cash flow, bookkeeping, and modern financial operations for growing businesses.

Most founders and business owners do not need more reports. They need better financial clarity.

They need to know:

Can we afford to hire?
When will cash get tight?
Which customers, projects, or divisions are actually profitable?
What should we be tracking every month?
How do we reduce taxes legally before it is too late?
What do investors, lenders, or buyers want to see in the numbers?

Moshe Cohen is a CPA, financial strategist, and fractional CFO who helps business owners reduce tax burden, improve cash flow, and make better decisions with their numbers. Cohen & Co CPA’s provides outsourced CFO, controller, bookkeeping, and tax strategy services, combining licensed CPA expertise with AI-powered financial operations.

In this session, Moshe will share practical advice on how founders and business owners can move from reactive accounting to proactive financial leadership.

We’ll cover:

How to think about tax strategy before tax season
What separates bookkeeping from CFO-level financial leadership
How to understand runway, margins, cash flow, and profitability
Why clean books matter for fundraising, lending, acquisitions, and growth
How AI is changing bookkeeping, reporting, forecasting, and financial operations
What founders should set up now to avoid expensive cleanup later
When it makes sense to work with a fractional CFO, controller, or CPA partner

This event is for educational and informational purposes only and does not constitute tax, accounting, legal, or investment advice.

Who Should Attend

Founders
Business owners
Startup operators
Service providers
Real estate investors
Construction and project-based businesses
Consultants and agency owners
Companies preparing to raise capital
Companies trying to improve cash flow and profitability
Anyone who wants better financial clarity

About Cohen & Co CPA’s

Cohen & Co CPA’s provides outsourced CFO, controller, bookkeeping, and tax strategy services for growing businesses.

The firm helps clients increase cash flow, improve profitability, reduce taxes, build financial roadmaps, and get real-time clarity into the numbers that drive better decisions.

Cohen & Co CPA’s works with business owners who want more than compliance. They want proactive advice, strategic planning, clean reporting, and a trusted financial partner.

About Moshe Cohen, CPA

Moshe Cohen is a CPA, financial strategist, and fractional CFO focused on helping business owners pay their fair share and not a penny more.

His work centers on reducing tax burden, maximizing cash flow, improving financial visibility, and helping founders and operators make better decisions.

LinkedIn:
https://www.linkedin.com/in/moshe-cohen-cpa

Website:
https://cohen-cpas.com/

Propel Profile:
https://propel.earth/service-providers/jHn9424Z7onT4pmE8LHj

Propel Offer:
https://propel.earth/marketplace/listings/IN7ny2M27m9z9kFDgVzA

​​​​Media Consent

Photography and Video Acknowledgement

By registering for and attending this event, you acknowledge that Propel Earth (the "Organizer") may record the session (including video, audio, and chat transcripts). You grant the Organizer a perpetual, royalty-free, worldwide license to use, reproduce, and distribute any such recordings or photographs for promotional, educational, or commercial purposes. You waive any right to inspect or approve the finished product and understand that no compensation will be provided for your appearance in these materials. Attendance at the event shall be deemed as conclusive evidence of your agreement to these terms.

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Propel Earth