Accounting Processes and System Integration for a CPG Company
CFOx recently worked with a rapidly growing Consumer Packaged Goods (CPG) company that sells its products online and through retailers across the country. Due to recent growth, the CPG-client needed to improve their accounting processes, procedures, and systems to solidify its financials and streamline month-end closes. During the first phase of the engagement, CFOx improved […]
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 […]
