Expect More
CFO, Transaction, & Accounting Services for the Middle Market
Trusted by Private Equity Investors, Business Owners, C-Suites, and Strategic Partners Nationwide
Exit the Uncertainty.
Enter the New Type
of Advisory.
When you partner with CFOx, you are gaining a reliable extension to your management team.
You can expect us to be responsive, accurate, timely, and transparent – all for a fair cost.
We are here to raise the bar and change how advisory firms help businesses.
Solutions for Your Exact Challenges
Transaction Services
More value for your company and your investments
We partner with Private Equity, Business Owners, C-Suites, and Strategic Partners to drive value across the transaction and business cycle.
CFO Services
More actionable insights for your company
CFOx solves your business’ complex accounting and finance problems seamlessly, timely, and accurately.
Accounting Services
More confidence in financial reporting
Our GAAP-compliant accounting services simplify financial reporting to provide accurate insights.
Transaction Services
More value for your company and your Investments
We partner with Private Equity, Business Owners, C-Suites, and Strategic Partners to drive value across the transaction and business cycle.
CFO Services
More actionable insights for your company
CFOx solves your business’ complex accounting and finance problems seamlessly, timely, and accurately.
Accounting Services
More confidence in financial reporting
Our GAAP-compliant business CPA services simplify financial reporting to provide accurate insights.
Expertise & Intelligence
Explore our success stories and see how combining a relational approach with relevant insights can make all the difference.
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).
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).
Experience MORE
Our team 
your 
factor
Our clients can expect more value, and our people can expect more opportunity.
