Contact Us: 617.694.4600


  • Improve Senior Management Oversight, Control, and Planning
  • Improve Board Governance Process
  • Improve Financial Statement Reporting
  • Improve Budget Process
  • Streamline Accounting Processes
  • Improve Accounting Policies, Procedures, and Controls
  • Improve Efficient Monthly Closing Procedures
  • Prepare Policies and Procedures Manuals
  • Assist In Audit Preparation
  • Remediate Audit Deficiencies
  • Accounting System Conversion
  • Simplify Grant Accounting Procedures
  • Endowment Accounting Procedures


John Cohen has been a Controller and CFO for multiple companies and performed many process improvement projects as a Consultant and Project Manager, including Sarbanes-Oxley Act (SOX) evaluation and remediation initiatives. He has been a Lead Partner in the Internal Control and Risk Services (ICRS) practice of a national consultant firm and has been hired on multiple occasions by Boards of Directors and Senior Management as a Subject Matter Expert (SME).

In the Nonprofit Community, he has been a Process Improvement Consultant, Interim Director of Finance, and Audit Partner. As a practicing CPA, he performed many audits for Nonprofit Organizations, including audits under OMB A-133 requirements, and has been responsible for other compliance requirements such as Form 990 preparation.

John holds an MBA degree from the University of Chicago and a BA degree (Mathematics) from Franklin and Marshall College. He also did post-graduate work at the University of London.


Bill O’Shea has 30 years experience in a variety of accounting and IT roles, including internal audit, IT audit, Controller, CFO, CIO, and consultant to Senior Managements and Boards Of Directors.

His expertise includes strategic planning, business process re-engineering, enterprise risk management, systems selection and implementation, and Sarbanes Oxley (SOX) compliance for accounting and IT controls. He has designed and maintained the accounting systems, procedures and controls for multiple Nonprofit organizations.

Bill is a graduate of Rutgers University and is a Certified Public Accountant, a Certified Information Systems Auditor, and holds memberships in the American Institute of Certified Public Accountants, the Institute of Internal Auditors, the Association of Certified Fraud Examiners and the Information Systems Audit and Control Association.


Barry has over 20 years experience as a change agent for clients, working with and through operating staff to accomplish the client’s mission. He is familiar with numerous ERP systems and is an expert at maximizing the value of systems and staff through better operating procedures. Barry grew up in Europe, is bi-lingual (French and English), and has worked in the U.S., Europe, and Asia. He most recently spent two years with a national Executive Services Consultant firm.

Barry is a graduate of Boston University with an MBA from Babson College. He is a Master Black Belt Six Sigma and is a Certified Public Accountant and Certified Internal Auditor.