CFOx partnered with a global risk advisory and protective services provider to strengthen its finance function and build the accounting infrastructure needed to support the organization’s continued growth and global operations. The Company helps organizations, family offices, and high-net-worth individuals navigate complex security, operational, and reputational risks through a combination of expertise, intelligence, and tailored solutions.
Our team began by assessing and enhancing the Company’s accounting processes, Chart of Accounts, and financial systems before fully integrating financial data into Xero. We performed historical cleanup where needed, implemented accrual-based accounting practices, and established controls to ensure revenue and expenses were recognized in the appropriate periods.
To improve visibility for management, CFOx developed a monthly consolidated financial reporting package that provided actionable insights into business performance. We also assisted with system integrations and process improvements designed to create a more scalable and efficient finance function.
Following implementation, CFOx transitioned into ongoing accounting support, managing month-end close activities, Balance Sheet reconciliations, foreign currency translation adjustments, U.S GAAPl accounting, and consolidated financial reporting.
Through a combination of process improvement, reporting enhancements, and ongoing accounting support, CFOx helped the Company establish a stronger financial foundation that can scale alongside the firm’s growing advisory and risk management services.
If you would like to learn more about our Accounting Services, please reach out via email (info@cfoxadvisory.com) or schedule a call directly on our Contact Us page.
Services Provided:
- Chart of Accounts
- Historical Cleanup
- Accounting Integration
- Ongoing Accounting Support
