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 […]

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 […]

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 Balance Sheet, and develop financial reporting. The CFO Services team first focused its attention on accounting processes and procedures. The […]