What Cooper Richards does

Cooper-Richards, LLC is a Denver-based, privately held professional services consulting firm that delivers IT and financial risk management, regulatory compliance, and corporate accounting services to enterprise clients. The firm was founded by three partners — Marty Cooper, Lori Richards, and Mike White — each a former Big 4 accounting firm engagement leader with active CPA and CISA credentials and more than 20 years of industry experience. Cooper-Richards maintains two service lines: an Information Technology pillar covering technology risk, IT and SOX audit, system implementation assistance, and data analysis; and an Accounting & Financial pillar covering corporate accounting, accounting process documentation, internal reporting, and internal audit. The firm reports that 83% of its clients have revenues greater than $1 billion, 75% are publicly traded, and 58% are Fortune 1000 companies, with primary exposure in financial services and additional verticals in technology, manufacturing, energy, and home building.

The firm's business model is project-based professional services engagement: clients reach out via phone, email, or the firm website, and engagements are scoped and priced per project. Delivery is partner-led, with the team traveling nationally and internationally to serve clients outside of Colorado. There is no disclosed pricing, no subscription or SaaS component, and no proprietary technology platform — revenue is generated through hourly and project-based professional service fees. The firm maintains a strategic alliance with 361 Services, a Colorado-based firm, to flex staffing capacity for surges in project demand.

From an investment standpoint, Cooper-Richards is a small boutique consultancy (11–50 employees per firmographic data, with three named partners and supporting staff) operating in a mature services category — IT risk, SOX compliance, internal audit, and corporate accounting — where competitive advantage is grounded in senior practitioner credentials and referenceable Big 4 lineage rather than technology, scale, or data assets. The firm carries no disclosed institutional investors, no funding history, and no M&A activity, and operates as a partner-owned LLC with no public financial reporting obligations. The core strategic considerations for any prospective investor or acquirer center on partner concentration risk (the firm is anchored to three named individuals), customer concentration in a small enterprise book, the absence of any technology or AI differentiation, and limited disclosed signals of growth or expansion momentum.

Name

Cooper Richards

Legal name

Cooper-Richards, LLC

Website

https://cooper-richards.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Cooper-Richards is a Denver-based boutique consulting firm founded by three former Big 4 partners that delivers IT risk management, SOX compliance, internal audit, and corporate accounting services to large enterprise and publicly traded clients across financial services, technology, manufacturing, energy, and home building.

Ownership category

akta.pro rank

Headquarters

HQ city

Coushatta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Services Engagements: Project-based consulting engagements for IT risk assessment, SOX compliance, technology implementation assistance, and accounting/financial services. Revenue is generated through professional service fees for engagements spanning technology risk, IT and SOX audit, system implementation, data analysis, corporate accounting, accounting process documentation, internal reporting, and internal audit services.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Cooper-Richards is a Denver-based professional services firm delivering IT risk management, IT and SOX audit, system implementation assistance, and data analysis services, alongside corporate accounting, accounting process documentation, internal reporting, and internal audit services. The firm serves enterprise clients in financial services, manufacturing, technology, energy, and home building, with 83% of clients having revenues greater than $1 billion and 75% being publicly traded companies.

Product overview

Cooper-Richards is a professional services firm offering two primary service lines: Information Technology (IT) services and Accounting & Financial services. The IT offerings include Technology Risk, IT & SOX Audit, System Implementation Assistance, and Data Analysis. The Accounting & Financial offerings include Corporate Accounting, Accounting Process, Internal Reporting, and Internal Audit services. The firm serves clients in financial services, manufacturing, technology, energy, and home building industries, providing regulatory compliance, risk management, and operational support.

Differentiator

Problem solved

Functional benefit

Products and services

• Technology Risk IT governance, business continuity, SSAE 16/SOC readiness, and information security governance covering program change, logical access to applications and data, computer operations, and program development, targeted at enterprise clients needing IT risk oversight.
• IT & SOX Audit Internal audit outsourcing, co-sourcing, and advisory including perimeter network scans, application security reviews, fraud investigation, ERP module reviews, and Sarbanes-Oxley controls development and testing, designed for public companies and enterprises subject to SOX 404.
• System Implementation Assistance Data conversion assistance and testing, user acceptance testing, custom report user requirements, and project plan development support during system conversions and post-launch, targeted at organizations deploying or upgrading enterprise systems.
• Data Analysis Computer aided audit techniques (CAATs), data quality reviews, forensic investigation, journal entry analysis, and duplicate vendor/payment detection, used by clients to support audit and forensic investigations.
• Corporate Accounting Interim management and management advisory, controllership, month end close assistance, SEC filing support, and accounts payable management, provided to enterprises requiring temporary or specialized accounting leadership.
• Accounting Process Accounting policy review, design, and redefinition; standardization of procedures, reconciliations, onboarding documentation, and month end close procedure optimization, aimed at companies improving accounting operations.
• Internal Reporting Budgeting, forecasting, planning, management report design, efficiency analysis, report design requirements, testing, and ad-hoc business analysis, supporting management reporting needs of enterprise finance teams.
• Internal Audit Controls design and testing, walkthrough documentation, substantive and analytical procedures, and Sarbanes-Oxley controls testing for external auditor reliance, providing outsourced or co-sourced internal audit capability.

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• 361 ServicescoreImplementation/ SI/ Consulting PartnerCooper-Richards maintains a strategic alliance with 361 Services, a premier Colorado-based company, for recruiting and project staffing needs. This partnership supports the firm's ability to bring in additional qualified professionals for client engagements.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Regional players

• Eide Bailly: Large regional CPA firm with a technology risk and SOX advisory practice concentrated in the Midwest and Mountain West. Comparable service portfolio to Cooper-Richards among middle-market and large public companies.

Broad incumbents

• Grant Thornton: Top-5 US accounting firm with a sizable IT advisory and SOX practice. Comparable service mix in IT risk and internal audit, with significantly larger delivery capacity.
• BDO USA: Top-10 global accounting and advisory firm with a substantial IT risk and SOX compliance practice. Competes with Cooper-Richards for enterprise IT audit and compliance engagements, but as part of a much broader portfolio.
• Crowe: Major accounting firm with strong IT audit, SOX, and risk consulting practices serving public and large private companies. Overlaps with Cooper-Richards's core IT and SOX compliance work.
• Baker Tilly: Top-10 accounting firm with a dedicated IT risk and SOX consulting practice. Competitive overlap with Cooper-Richards in IT controls testing and internal audit outsourcing.
• RSM US: Large accounting firm with a dedicated technology risk consulting practice covering SOX, SOC, cybersecurity, and ERP controls. Comparable offering set but operates at far greater scale and geographic breadth.

Direct peers

• Schellman & Co: Professional services firm focused on SOC audits, ISO certifications, cybersecurity assessments, and IT risk consulting. Comparable to Cooper-Richards in serving compliance-driven clients with Big 4-style technical audit expertise.
• Linford & Co: Boutique CPA firm specializing in SOC 1/SOC 2 audit, IT risk, and compliance services for technology and SaaS companies. Operates in the same IT audit and SOX compliance niche as Cooper-Richards with a partner-led delivery model.
• A-LIGN: Cybersecurity and compliance firm providing SOC audits, ISO assessments, and FedRAMP/CMMC services. Competes with Cooper-Richards in the IT risk and compliance advisory space for mid-to-large enterprises.
• The Yari Group: Boutique IT advisory firm providing SOX and IT audit co-sourcing, ERP controls, and technology risk services. A comparable small, partner-led IT risk consulting peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cooper-richards-llc
• Xx.com/cooprichards9

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Cooper Richards