Accounting System Set Up and Financial Reporting for a Mortgage Company

CFOx recently helped a rapidly growing mortgage company set up a new accounting system and establish their financial reporting processes and deliverables.

Given the company’s rapid growth, the owners needed to improve their visibility into the business, specifically cash flow. CFOx was hired with the ultimate goal to produce financial statements that showed overall performance and cash flow. The first step was setting the company up on a new accounting software. The CFOx team then improved the company’s Chart of Accounts and developed a monthly financial reporting package for management.

CFOx continues to provide financial reporting services on a monthly basis as well as improving the company’s accounting and financial processes.

If you would like to learn more about our CFO Services, please reach out via email ([email protected]) or schedule a call directly on our Contact Us page.

CFO Services Provided:

  • Accounting System Set Up
  • Financial Planning & Analysis
  • Accounting Processes & Procedures