Michael Cohen

Stronger finance and operations through data strategy and automation

Specialized in working with owners of small and mid-sized businesses and PE operating partners.

I sit between finance and data, turning messy business questions into systems that work. This isn’t just code; it’s people and their workflows, and I stay alongside the business as a partner.

Built on tools you own, not a platform you rent.

01Operating thesis

The system is not the deliverable. The decisions are.

People, processes, data, finance, and AI already shape how every company runs. I make those relationships legible, align what matters, and build only where the work can change revenue, profit, cash, or capacity.

Horological movements · 1861

03What clients say

“100x easier to get the data I need than working in QuickBooks - easy job-to-job comparison, and easy to see the abnormalities within larger projects.”

COO · Niche Custom Manufacturer

“This is super powerful stuff, especially when we’re having to consolidate.”

PE Associate · Multi-Entity DTC & Wholesale

“Super helpful for a lot of our portfolio companies - creating efficiency with how we actually view the P&L on a line-item basis rather than GL.”

Operating Partner · Mid-Market Consumer Brands

“Brings a high level of creativity and an ability to see simple solutions in complex business problems.”

CEO · Finance & Accounting Consulting

04How I work

I don’t build it, hand it off, and leave.

This work isn’t just code; it’s people and their workflows. I work alongside the business through the change, build on the tools you already own, and stay on as a partner where it’s useful.

  • Built on tools you ownNo proprietary platform, no vendor lock-in.
  • Hands-on, not hands-offI work next to your team, not from a distance.
  • Measured by your outcomesA faster close and decisions made, not hours billed.

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