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
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
Denver-based Investment Banking Firm
OUR EXPERIENCE
Buy-side Quality of Earnings and Tax Due Diligence Services for a Family Office
CFOx recently performed buy-side financial and tax due diligence for a family office on a Colorado-based target. The target was ultimately acquired by our client. The acquisition is an ISO certified machining and manufacturing company...
Financial Reporting and CFO Services for a Restaurant Group
CFOx recently provided CFO services to an acquisitive, family-owned restaurant group. The group’s management was frustrated by the inability to produce monthly financials and wanted to implement consistent accounting processes across all restaurants. The first...
Buy-side Financial and Tax Due Diligence Services for Landscaping Services Platform
CFOx recently provided buy-side financial and tax due diligence services to a newly formed, investor-backed landscaping services platform for its acquisition of a commercial landscaping services company. In addition to performing Quality of Earnings and...
NEWS & INSIGHTS
Accounting for HVAC – Part 2 – Job Costing & Financial Reporting
The next installment of our ‘Accounting for HVAC’ series highlights how HVAC related direct expenses are generally treated, the importance of job costing, and the financial reporting impact when converting cash-basis financials to accrual-basis. It...
Accounting for HVAC Companies – Part 1 – Revenue
There are over 105,000 heating, ventilation, and air conditioning (HVAC) companies in the United States, and each has their own approach to the way they pursue, manage, and account for their business. While there are...
How to Develop Scalable Accounting Infrastructure for Your Business
A well-established accounting infrastructure is a vital piece of a growing business, providing owners and management with reliable financial information and visibility into their business. As your business grows, it becomes increasingly important to invest...
