Accounting Services
More Confidence in Financial Reporting
Our accounting services provide accurate insights and organized financials you can trust.
We give you the clarity needed to move forward with confidence.
Month End Close & Reporting
- Lead a structured month‑end close process to deliver timely, accurate financial
statements - Prepare and review accruals, adjustments, and reconciliations to support
GAAP‑compliant accounting - Review Balance Sheet accounts and maintain detailed supporting schedules
- Prepare monthly financial reporting packages for management, investors, and lenders
- Perform variance analysis and provide insights to improve financial visibility and
decision‑making - Reconcile company bank, credit card, and other key accounts
- Prepare and post journal entries to the general ledger
Operational Accounting Support & Accounting Clean-Up
- Provide ongoing accounting support as an extension of the internal finance team
- Manage accounts receivable and accounts payable processes
- Clean up and normalize historical accounting records
- Organize and streamline the Chart of Accounts
- Convert accounting records from a cash-basis to an accrual-basis of accounting
- Ensure key business processes, systems, and operations are properly reflected in the
financials - Establish and document accounting processes, internal controls, and month-end close
checklists - Support accounting system implementations and integrations (QuickBooks, Sage,
NetSuite, Xero, and related tools) - Ensure underlying accounting records are accurate, complete, and management‑ and
investor‑ready to support reliable financial reporting - Assist with audit readiness, diligence support, and coordination with external advisors
- Deliver flexible accounting support that scales with business growth and transaction
readiness
Examine our Record
See how our focus on building relationships and taking a hands-on approach to the process makes the difference.
Accounting Solutions for Your Exact Challenges
Private Equity
Our Accounting Services team ensures Private Equity-backed portfolio companies’ financials are completed accurately and on-time, giving investors the information they need to make critical strategic decisions.
Business Owners
CFOx is dedicated to helping you strengthen your accounting and finance function by ensuring accurate, timely financial reporting. We provide you with reliable financial insights to support informed decisions and drive your business forward.
C-Suite
Our Accounting Services team provides C-Suites with the financial data they need to make strategic decisions and execute. We ensure management teams have reliable and accurate financial results that can be leveraged to enhance business operations.
Strategic Partners
Our comprehensive support ensures accuracy and reliability of your financial data while also decreasing the risk of accounting issues. CFOx helps maintain trust and confidence during negotiations, due diligence processes, and other critical business activities.