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Citrin Cooperman

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uuid00031gu

Namestring
Citrin Cooperman
Legal namestring
Citrin Cooperman & Company, LLP
Company typeenum
Private
Founded yearint
1979
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1,001–5,000
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices34 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
audit and attest services, tax compliance advisory, transaction advisory services, business valuation services, outsourced accounting services
NAICS code1 code
  • Offices of Certified Public Accountants541211
Product category
Professional Accounting and Advisory Services
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model5 records
1Audit and Attest Services
TypeProfessional Services
Description

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.

citrincooperman.com
2Tax Services
TypeProfessional Services
Description

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.

citrincooperman.com
3Advisory and Consulting Services
TypeProfessional Services
Description

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.

citrincooperman.com
4Business Management and Family Office
TypeProfessional Services
Description

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.

citrincooperman.com
5Managed Services and Technology Solutions
TypeManaged Services
Description

Outsourced finance and accounting services, IT and managed services, and technology platform implementation services (Microsoft, NetSuite, Salesforce, Priority ERP, Workiva, Vena, Tipalti).

citrincooperman.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details1 tier
1Professional services engagements are customized based on scope, complexity, and client requirements
ModelOtherBilling cadenceMulti-year contract
Notes

Fees are determined based on the scope of engagement, client size, industry complexity, and specific service requirements. The firm does not publicly disclose pricing as engagements are tailored to individual client needs.

citrincooperman.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

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.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • 566 music catalogs valued at nearly $13 billion in 2025 (up from $10.7 billion in 2024)
+2 more records
Product overview1 text field

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.

Scale indicator7 records

Each record includes

Type, Value, Description, Source

Partnership4 partners
Strategic tierStrategicTypeTechnology or IntegrationAnnounced on2026-05-01
Description

Citrin 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.

Strategic tierCoreTypeTechnology or IntegrationAnnounced on2025-12-01
Description

Citrin 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.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Citrin 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.

4DealerCPA Network
Strategic tierMinorTypeStrategic or Co-development Partner
Description

Citrin 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.

citrincooperman.com
Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

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.

TypeBroad incumbent
Description

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.

TypeDirect peer
Description

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.

TypeDirect peer
Description

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.

TypeDirect peer
Description

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.

TypeDirect peer
Description

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.

TypeBroad incumbent
Description

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.

TypeDirect peer
Description

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.

TypeDirect peer
Description

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.

TypeDirect peer
Description

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

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers7 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment7 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile11 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI capability4 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles13 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries10 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance4 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors1 record

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A14 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment1 record

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Citrin Cooperman

Professional Accounting and Advisory Servicescitrincooperman.com

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

Location

Headquarters

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

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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

ModelBillingPrice
OtherMulti-year contractProfessional 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 offering

Core 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 profile

Named customers7 records

Segments7 records

Ideal customer profiles11 records

Citrin Cooperman technology and API

Technology

Technology 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 signal

Partnerships

Four partnerships are on record, tiered strategic, core and minor.

  • TellenstrategicTechnology or Integration · 1 May 2026Citrin 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.coreTechnology or Integration · 1 December 2025Citrin 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)coreStrategic or Co-development PartnerCitrin 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 NetworkminorStrategic or Co-development PartnerCitrin 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 assessment

Broad 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 presence

Citrin Cooperman compliance and trust

Trust signal

Compliance4 records

Citrin Cooperman financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Citrin Cooperman leadership team

Management profile

Number of profiles

Profiles13 records

Citrin Cooperman subsidiaries and ownership

Company hierarchy

Subsidiaries10 records

Citrin Cooperman funding detail

Funding detail

Funding 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 investment

M&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.

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Live signals
AccountingtodayCitrin Cooperman adds AI consulting firmCitrin Cooperman acquired AI consulting firm Rosetree Solutions effective Oct. 1, adding about 60 employees. The deal gives mid-market clients access to AI implementation, with only 14% of small businesses having AI fully embedded. Rosetree partners with Anthropic and OpenAI.PR NewswireCitrin Cooperman Acquires AI Consultancy Rosetree to Help Middle-Market Companies Put AI to WorkCitrin Cooperman Advisors acquired Rosetree Solutions, an AI consultancy, to help middle-market businesses integrate AI into operations. The deal closes October 1, 2026, and cites that 76% of small businesses use AI but only 14% have it fully embedded. Rosetree will join Citrin Cooperman's AI strategy alongside other alliances.PR NewswireCitrin Cooperman Welcomes Sean Trahan to National Tax AdvisoryCitrin Cooperman launched its Transfer Pricing and Value Chain Optimization Practice, led by Sean Trahan as a partner in National Tax Advisory. Trahan brings over 25 years of experience in transfer pricing and global trade, previously leading similar efforts at a Big Four firm. The new practice aims to integrate tax efficiency with global trade optimization for middle-market and multinational clients.YahooHow Investors Are Reacting To Intuit (INTU) Expanding AI-Native ERP And Launching Intuit Intelligence ChatIntuit Inc. expanded its Intuit Intelligence AI capabilities across QuickBooks Online Advanced and Intuit Enterprise Suite in August 2026, introducing a new chat feature for finance leaders. Citrin Cooperman Advisors LLC simultaneously highlighted the growing adoption of Intuit's AI-native ERP platform among mid-market clients. These developments are positioned to deepen customer reliance on Intuit's financial platform while investors monitor potential legal risks associated with TurboTax.SahmcapitalHow Intuit’s AI-Native ERP Push With Citrin Cooperman (INTU) Has Changed Its Investment StoryCitrin Cooperman Advisors LLC announced the rollout of Intuit Enterprise Suite to its middle-market clients, integrating Intuit’s AI-native ERP platform with their digital services practice. This partnership introduces co-built AI agents designed to automate back-office functions such as receivables collections and accounts-payable decisioning for mid-sized enterprises.MarketScreenerCitrin Cooperman Expands Its ERP and Advisory Offerings with Intuit Enterprise SuiteCitrin Cooperman Advisors LLC and Intuit Inc. announced the availability of Intuit Enterprise Suite for Citrin Cooperman's clients, integrating an AI-native ERP solution into its digital services practice. The partnership involves co-developing three AI agents to automate back-office tasks such as receivables collections and accounts-payable decisioning. This expansion aims to help middle-market businesses streamline operations and scale using a connected cloud platform.MarketScreenerCitrin Cooperman Advisors Llc and Intuit Inc. Announce Availability of Intuit Enterprise Suite for Citrin Cooperman Advisors Llc ClientsCitrin Cooperman Advisors LLC and Intuit Inc. have announced the availability of the Intuit Enterprise Suite specifically for Citrin Cooperman Advisors LLC clients. This partnership signifies an effort to enhance the suite of management software solutions available to Citrin Cooperman's clients. The development is part of Intuit's broader strategy to expand its reach in providing tailored financial management tools.Stock TitanIntuit Enterprise Suite ERP Available to Citrin ClientsCitrin Cooperman Advisors LLC and Intuit Inc. announced the availability of Intuit Enterprise Suite for Citrin Cooperman clients seeking an AI-native ERP solution for middle-market businesses. The partnership enables Citrin Cooperman to offer Intuit's ERP platform through its digital services practice, including three co-built AI Agents that automate receivables collections, financial package preparation, and accounts-payable decisioning. Citrin Cooperman serves private, middle-market businesses and high-net-worth individuals and is recognized among the fastest growing top 20 U.S. firms.PR NewswireCitrin Cooperman Expands Its ERP and Advisory Offerings with Intuit Enterprise SuiteCitrin Cooperman announced Intuit Enterprise Suite availability for its middle-market clients, combining ERP implementation with advisory. The firm co-built three AI agents with Intuit to automate back-office tasks. The suite provides AI-native financial management and insights for scaling businesses.Third NewsCitrin Cooperman Advisors LLC Partners with Ode to Transform AI StrategiesCitrin Cooperman Advisors LLC (CCA), a professional services firm serving middle-market enterprises and high-net-worth clients, has partnered with Ode, an AI services company launched in 2026 by Anthropic, Blackstone, Hellman & Friedman, and global investors, to accelerate its enterprise AI transformation across tax, accounting, and advisory operations. The collaboration aims to streamline CCA's workflows and enable professionals to deliver deeper, personalized client insights through practical AI applications. Both companies' CEOs emphasized the strategic importance of this partnership in positioning them as forward-thinking leaders in their respective fields.