Citrin Cooperman
- Company typePrivate
- Founded1979
- HeadquartersNew York, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingServices
Citrin Cooperman firmographics
Firmographics- Name
- Citrin Cooperman
- Legal name
- Citrin Cooperman & Company, LLP
- Website
- https://citrincooperman.com
- Company type
- Private
- Founded year
- 1979
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Ownership category
- akta.pro rank
Where Citrin Cooperman is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices34 records
Markets served
Citrin Cooperman business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Audit and Attest Services: Financial statement audits, reviews, and compilations provided by Citrin Cooperman & Company, LLP (licensed CPA firm) for public and private companies across industries including broker-dealers, hedge funds, employee benefit plans, and government contractors.
- Tax Services: Federal, state, and international tax compliance and advisory services including tax planning, controversy representation, M&A tax, private client services, and state and local tax (SALT) for individuals and businesses.
- Advisory and Consulting Services: Transaction advisory (buy-side/sell-side due diligence, quality of earnings), valuation services, forensic services, risk advisory, cybersecurity, business process outsourcing, and digital transformation consulting.
- Business Management and Family Office: Comprehensive business management services for high-net-worth individuals, entertainment professionals, athletes, and family office clients including cash management, investment advisory, trust and estate planning, and lifestyle management.
- Managed Services and Technology Solutions: Outsourced finance and accounting services, IT and managed services, and technology platform implementation services (Microsoft, NetSuite, Salesforce, Priority ERP, Workiva, Vena, Tipalti).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional services engagements are customized based on scope, complexity, and client requirements |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Citrin Cooperman product offering
Product offeringCore offering
Citrin Cooperman is a top-25 U.S. professional services firm providing audit and attest, tax, and advisory services to mid-market and large companies, high-net-worth individuals, and industry-specific clients through 35+ U.S. offices. The firm operates an alternative practice structure with Citrin Cooperman & Company, LLP (CPA licensed) and Citrin Cooperman Advisors LLC delivering integrated services including business management, business process outsourcing, technology platform implementation, and AI consulting.
Product overview
Citrin Cooperman is a professional services firm offering a comprehensive suite of accounting, tax, and advisory services through multiple specialized industry practices and service lines. The firm operates as a top 25 accounting firm with over $900 million in revenue, providing core services including Audit & Attest, Tax Services (Commercial Tax, International Tax, SALT, Private Client Services), and Advisory Services. The technology-enabled offerings include Technology Platforms (Microsoft, NetSuite, Priority ERP, Salesforce, Tipalti, Vena, Workiva) and AI Solutions and Consulting. The firm serves diverse industries through specialized practices including Healthcare, Life Sciences, Financial Services, Dealerships, Franchise, Government Contracting, Staffing, Manufacturing & Distribution, Real Estate, Restaurants & Hospitality, Cannabis Advisory, and Entertainment/Music/Sports. The advisory capabilities encompass Business Process Outsourcing, Digital Transformation, Risk Advisory, Cybersecurity, Valuation & Forensic Services, and Transaction Advisory.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 566 music catalogs valued at nearly $13 billion in 2025 (up from $10.7 billion in 2024)
- +2 more outcomes
Companies that use Citrin Cooperman
Customer profileNamed customers7 records
Segments7 records
Ideal customer profiles11 records
Citrin Cooperman technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature5 records
Citrin Cooperman partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered strategic, core and minor.
- TellenstrategicCitrin Cooperman invested in Tellen and entered a multi-year strategic partnership to develop and deploy AI-powered audit and assurance solutions. Tellen is an AI-native platform purpose-built for accounting practices. Under the arrangement, Tellen's engineering team collaborates with Citrin Cooperman professionals to design and roll out the platform for audit and assurance use, extending an existing collaboration between the two companies.
- Priority Software Ltd.coreCitrin Cooperman announced a strategic alliance with Priority Software to expand digital transformation capabilities in the U.S., supporting clients with AI-based cloud ERP solutions. The partnership aims to accelerate Priority Software's growth and enhance technology modernization services for middle market companies through Citrin Cooperman's implementation expertise.
- Moore North America (MNA)coreCitrin Cooperman is an independent member of Moore North America, which is a regional member of Moore Global Network Limited (MGNL). All associated firms are independent entities, owned and managed in each location. Their membership enables access to global resources and international service capabilities.
- DealerCPA NetworkminorCitrin Cooperman is a member of the DealerCPA Network, highlighting the firm's dedication to serving the automotive and equipment dealership industry with specialized expertise and resources.
Scale indicators7 records
Recent moves7 records
Expansion highlights5 records
Citrin Cooperman competitors and assessment
Company assessmentBroad incumbents
- Grant Thornton US: Grant Thornton is a top-5 US accounting and advisory firm serving mid-market and large clients with audit, tax, and advisory services — a broader incumbent peer with comparable vertical breadth and industry specializations.
- RSM US: RSM is a top-5 US accounting firm with a strong mid-market focus across multiple industries — directly overlaps with Citrin Cooperman's target client profile but operates at materially larger scale as a global network member.
- BDO USA: BDO is a top-5 global accounting network with a large US practice serving mid-market and large clients across audit, tax, and advisory — a broader incumbent competitor with overlapping verticals and target clients but materially larger scale.
Direct peers
- Wipfli LLP: Wipfli is a top-20 US accounting and advisory firm serving mid-market clients with comparable service breadth (audit, tax, advisory, technology) and similar industry-vertical specialization.
- Plante Moran: Plante Moran is a top-10 US accounting firm serving mid-market and large enterprise clients with audit, tax, and advisory — comparable in vertical breadth and mid-market concentration, though it remains partnership-owned.
- Crowe LLP: Crowe is a top-10 US accounting and advisory firm with a similar mid-market, multi-industry platform including financial services, healthcare, and government contracting — directly comparable in target client segments.
- Marcum LLP: Marcum is a top-15 US accounting firm and was a Carlyle Group PE-backed platform pursuing aggressive M&A and mid-market expansion — directly comparable in strategy, scale, and PE-backed consolidation model.
- Baker Tilly US: Baker Tilly is a top-10 US accounting and advisory firm, PE-backed by Hellman & Friedman, with a comparable multi-vertical mid-market focus and PE-driven growth strategy.
- Withum: Withum is a top-25 US accounting and advisory firm, PE-backed by BV Investment Partners, with a similar mid-market multi-vertical model spanning audit, tax, and advisory — the closest comparable on size, strategy, and PE ownership profile.
- PKF O'Connor Davies: PKF O'Connor Davies is a top-20 US accounting firm that has pursued a similar roll-up strategy with PE backing (private equity partnership), serving mid-market clients across multiple verticals in the Northeast and beyond.
Market position
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Citrin Cooperman social profiles
Digital presenceCitrin Cooperman compliance and trust
Trust signalCompliance4 records
Citrin Cooperman financial estimates
Financial estimateRevenue estimate
Valuation estimate
Citrin Cooperman leadership team
Management profileNumber of profiles
Profiles13 records
Citrin Cooperman subsidiaries and ownership
Company hierarchySubsidiaries10 records
Citrin Cooperman funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Citrin Cooperman M&A and investment
M&A and investmentM&A14 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Citrin Cooperman
What does Citrin Cooperman do?
Citrin Cooperman is a top-25 U.S. professional services firm providing audit and attest, tax, and advisory services to mid-market and large companies, high-net-worth individuals, and industry-specific clients through 35+ U.S. offices. The firm operates an alternative practice structure with Citrin Cooperman & Company, LLP (CPA licensed) and Citrin Cooperman Advisors LLC delivering integrated services including business management, business process outsourcing, technology platform implementation, and AI consulting.
Is Citrin Cooperman a public or private company?
Citrin Cooperman is a private company. It is classified as private equity controlled and is currently operating.
When was Citrin Cooperman founded?
Citrin Cooperman was founded in 1979. It employs 1,001 to 5,000 people.
Where is Citrin Cooperman based?
Citrin Cooperman is headquartered in New York, United States, in the North America region.
How does Citrin Cooperman make money?
Five revenue lines are on record. Audit and Attest Services are the primary driver. The others are tax Services, advisory and Consulting Services, business Management and Family Office and managed Services and Technology Solutions.
Who are Citrin Cooperman's main competitors?
Broad incumbents on record are Grant Thornton US, RSM US and BDO USA. Direct peers are Wipfli LLP, Plante Moran, Crowe LLP, Marcum LLP, Baker Tilly US, Withum and PKF O'Connor Davies.
Does Citrin Cooperman have an API?
No public API is recorded for Citrin Cooperman.