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
Financial Reporting and Opening Balance Sheet for New Logistics Platform
CFOx was recently engaged by a lower-middle market Private Equity firm to assist with their newly established logistics platform entity. Post-acquisition, the Michigan-based company needed to set up its accounting system, develop financial reporting, and...
Post-Acquisition Interim CFO Services for New HVAC Services Platform
CFOx was recently engaged by a Colorado-based Private Equity firm to assist with their newly established HVAC services platform. Post-acquisition, the Florida-based company needed an Interim CFO to improve its accounting processes, coordinate the Opening...
Post-Acquisition Interim CFO for PE-Backed Wellness Centers
Early 2024, CFOx was engaged by a Michigan-based Private Equity firm to assist with one of their recently acquired portfolio companies, a multi-location Chiropractic & Wellness Center in Florida. Post-acquisition, the portfolio company needed an...
NEWS & INSIGHTS
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...
Abigail Ward Joins CFOx to Lead CFO Services Group
CFOx is pleased to announce the recent hiring of Abigail (Abby) Ward, CPA. Abby will lead the firm’s CFO Services group as Director and will have active involvement in the firm’s operations and strategy. Abby...
