Trusted By Private Equity Investors And Founders Nationwide
OUR SERVICES
ARE SAYING ABOUT CFOx
The CFOx team is a critical asset and extension of our accounting team. They are extremely thorough and detailed in their analysis and presentation of work; saving us extensive time and money in our reviews. Additionally, they have been able to assist the operating team in a myriad of ways that increase our accuracy and timeliness.
Investor and Board Member
Lower-middle Market Private Equity Firm
After hiring numerous bookkeepers over the years with varying degrees of success, CFOx became our rock-solid financial partner, going well beyond bookkeeping as we prepared for a merger. The team was indispensable in cleanup, ongoing reconciliation, and running point for the numerous financial questions that came up during the transaction process. If I had to do it again I'd choose CFOx, and I plan on sending business their way.
Co-Founder
Lead Generation Company
As an early stage startup and founder, it was important to me to establish a sound financial infrastructure for our organization at the outset. CFOx has been a trusted partner from day one, as we’ve established our financial infrastructure, processes, and accounting methods. They are not just a vendor but an extension of our team and have been instrumental to our early success.
Founder
Digital Audio Collectibles Startup
CFOx has been instrumental in assisting our client in “Professionalizing” their financials prior to engaging a sale process. The team created a report that will facilitate future Quality of Earnings reviews, and developed Pro Forma projections. The quality and timeliness of CFOx’s work has made our job easier.
Partner
Middle Market Investment Banking Firm
CFOx has done a fantastic job of pulling together our accounting books and reporting documents. With their insights, we've been able to keep careful tabs on our business and better manage our business. CFOx consistently delivers and has helped us spot potential issues before they become a real problem. We look forward to continuing to work with them.
President
Embedded Software Consulting Company
We engaged CFOx to provide us with an outside look into our business, specifically financial modeling and M&A strategy. Our experience working with the CFOx team was excellent – as we found them to be very detail-oriented, timely, and accurate. Their insights proved to be invaluable in our strategy building, planning, and ultimate execution. The CFOx team exceeded our expectations.
CEO
Recreational Sports Company
OUR EXPERIENCE
Sell-Side Quality of Earnings for Family-Owned Greenhouse
CFOx recently worked with a middle-market investment bank and its client, a greenhouse and farm, to provide due diligence in order to transition the greenhouse to an Employee Stock Ownership Plan (ESOP). To anticipate and...
Buy-Side Quality of Earnings for PE-Backed Food Service Company
CFOx provided Quality of Earnings (QoE) support to a private equity-backed food service company for a recent add-on acquisition. Our client, a Greek life catering company, has been expanding and acquiring food service competitors over...
Accounting Clean-Up and Processes for a Custom Toyota Specialist
CFOx completed the first phase of a multi-phase project with a Colorado-based client that specializes in custom Toyota modifications and consultations. The CFOx Accounting Services team cleaned up the client’s financial statements, implemented internal accounting...
NEWS & INSIGHTS
CFOx Bolsters Team with Additions of Jacob Lee and Tom Lyons
Please join us in welcoming Jacob Lee as Director of Business Development and Tom Lyons as Vice President of Transaction Services at CFOx! Jacob brings a wealth of experience to the role, with a unique...
How to Develop Scalable Accounting Processes and Procedures
As your business grows, it becomes increasingly important to invest in processes and systems to support the new needs of the business. Integrated and automated accounting processes are vital for growing businesses, providing owners and...
Signs Your Business Needs a CFO or Controller
During the early stages of a business, for various reasons, many businesses owners are reluctant to hire a CFO or Controller. However, as your business grows, having proper financial leadership in place can be the...
