Trusted By Private Equity Investors And Founders Nationwide
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
As an early stage startup and founder, it was important to me to establish a sound financial infrastructure for our organization at the outset. CFOx has been a trusted partner from day one, as we’ve established our financial infrastructure, processes, and accounting methods. They are not just a vendor but an extension of our team and have been instrumental to our early success.
Founder
Digital Audio Collectibles Startup
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
Middle Market Investment Banking Firm
CFOx has done a fantastic job of pulling together our accounting books and reporting documents. With their insights, we've been able to keep careful tabs on our business and better manage our business. CFOx consistently delivers and has helped us spot potential issues before they become a real problem. We look forward to continuing to work with them.
President
Embedded Software Consulting Company
We engaged CFOx to provide us with an outside look into our business, specifically financial modeling and M&A strategy. Our experience working with the CFOx team was excellent – as we found them to be very detail-oriented, timely, and accurate. Their insights proved to be invaluable in our strategy building, planning, and ultimate execution. The CFOx team exceeded our expectations.
CEO
Recreational Sports Company
OUR EXPERIENCE
Post-Acquisition Transition Services for a PE-Backed HVAC Platform
CFOx recently completed an accounting transition for a PE-backed HVAC platform following a recent add-on acquisition. Our client acquired an established, family-owned HVAC company in the Southeast. CFOx was engaged post-acquisition to transition the acquiree’s...
Buy-side Quality of Earnings (QoE) for an Environmental and Infrastructure Contracting Business
CFOx provided financial due diligence services to a private equity-backed environmental and infrastructure contracting business for recent add-on acquisition. Our client has served the western U.S. for over 30 years and provides a wide range...
Financial Due Diligence and CFO Services for a Driving School Platform
CFOx recently provided buy-side financial due diligence services for the first acquisition of a newly-formed driving school platform. After the acquisition, CFOx was engaged to set up the accounting function and provide recurring CFO services....
NEWS & INSIGHTS
CFOx Expands its Team with the Addition of Colton Jackson
CFOx is pleased to announce the recent hiring of Colton Jackson, CPA. Colton is joining the firm as a Senior Associate and will be supporting both the CFO Services and Transaction Services groups. He will...
How to Effectively Manage Cash at Your Startup
Cash management plays a pivotal role in the success of startups and early-phase businesses, especially in today’s economy. During the early stages of the business, startups often face a period of negative cash flow....
Key Accounting Considerations for Consumer Packaged Goods (CPG) Companies
Consumer Packaged Goods (CPG) companies have unique accounting considerations due to the nature of their business. CPG companies typically have high volumes of transactions, which can make accounting challenging. These companies also face a high...
