Co-Source Solutions is owned and managed by financial professionals who have sat in the same seats as our clients, and understand the challenges and opportunities they are faced with every day. Members of our leadership team combine deep experience and strong leadership skills with business expertise across many disciplines. Many of our professionals have served as senior executives, directors of internal audit, and Big Four firm partners.

We provide our clients with project resources in areas such as Finance and Accounting, Internal Audit, Regulatory Reporting/Compliance, Risk Management, and System Conversions among others.

When you’re faced with tight deadlines, limited resources, or special projects, which require unique skill-sets, Co-Source Solutions provides Project Professionals with the industry knowledge, depth of experience, and leadership qualities, necessary to ensure our clients success. We hire only industry professionals who have at least 7 years of practical hands on public accounting or industry experience.

Our clients range from small commercial enterprises to large, publicly traded financial institutions and manufacturing corporations with up to $20 billion in assets or revenues. Our industry experience includes:

Advertising Manufacturing
Banking Marketing
Brokerage Nonprofits
  • Construction
Consumer Products Publishing
Distribution Real Estate
Entertainment Retail
Government Technology
Higher Education Telecommunications
Healthcare Utilities
  • Wholesale Organizations
Investment Companies  












Leadership Team