Accounting Services and Transaction Preparation for Dermatology Practice

CFOx was recently engaged by an Illinois-based investment bank to assist with one of their clients, a multi-location Dermatology practice located in North Carolina and South Carolina. The company was entering a sale process and needed a team to clean up their books and provide monthly accounting services. The CFOx Accounting Services team successfully migrated […]

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 management with reliable financial information and visibility into their business. Through experience gained from assisting our clients, CFOx has identified […]

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 establish an Opening Balance Sheet. CFOx’s CFO Services team first focused on setting up the platform’s accounting systems. The new […]