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More Than An Advisor. We Are An Extension Of Your Management Team.
We are an advisory firm that specializes in CFO and Transaction services.

What We Offer


The CFOx team are 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.

Vice President and Board Member
Lower-middle Market Private Equity Firm


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 facility future Quality of Earnings reviews and integrated Pro Forma projections. The quality and timeliness of CFOx’s work has made our job easier.

Denver-based Investment Banking 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.

Solar Lead Generation Company


SolarLeadFactory is Acquired by Enphase Energy

CFOx’s client SolarLeadFactory (“SLF”) has been acquired by Enphase Energy, Inc. (NASDAQ: ENPH), a public global energy technology company that is the world’s leading supplier of microinverter-based solar and battery systems. CFOx provided the following...