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
OUR EXPERIENCE
Buy-side Quality of Earnings (QoE) for a PE-Backed HVAC Platform
CFOx recently provided financial due diligence services to a private equity-backed HVAC platform for an add-on acquisition. The Midwest-based acquisition target specializes in heating and cooling products. The target was ultimately acquired by our client....
Financial Modeling and Strategic Advisory for a Sports Facility Operator
CFOx provided financial modeling services to a multi-location sports facility operator as the company assessed various strategic options. In order to understand the financial impact of the different options, management engaged CFOx to develop a...
Accounting Integration and Fractional CFO Services for a Medical Device Company
CFOx currently provides Fractional CFO services to a growing medical device design and manufacturing company. CFOx was initially engaged by the company to provide buy-side financial due diligence services for an add-on acquisition. After the...
NEWS & INSIGHTS
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...
Accounting for HVAC – Part 3 – The Balance Sheet
In the third and final installment of our Accounting for HVAC series, we will review the Balance Sheet and touch on key areas business owners should monitor on a consistent basis. Overall, the Balance Sheet...
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...
