Financial Modeling for an Investor-Backed Consumer Products Company

CFOx recently provided financial modeling services to an investor-backed Consumer Products company as it prepared for its Series A funding round. The company currently sells its reusable whiteboards and office supplies online and plans to expand into big box retail. The company’s management needed to update its current financial model to clearly present its financial […]

Fractional CFO Services for a Concrete Coating Company

CFOx currently provides Fractional CFO services to a rapidly growing concrete coating company. The company installs premium concrete coating floors for garages, basements, and commercial spaces. As a result of the company’s rapid growth, management realized they needed a financial partner to improve their visibility into the business and develop scalable accounting processes. A fractional […]

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 for an HVAC company will be relatively straight-forward. Cash/AR/Undeposited Funds will likely account for the largest balances, with trucks/vans/vehicles and […]