CFOx Bolsters Team with Additions of Jacob Lee and Tom Lyons
Please join us in welcoming Jacob Lee as Director of Business Development and Tom Lyons as Vice President of Transaction Services at CFOx! Jacob brings a wealth of experience to the role, with a unique background as an operator and finance executive, M&A consultant, and salesperson. His ability to combine technical expertise with strategic thinking […]
Accounting Processes and System Integration for a CPG Company
CFOx recently worked with a rapidly growing Consumer Packaged Goods (CPG) company that sells its products online and through retailers across the country. Due to recent growth, the CPG-client needed to improve their accounting processes, procedures, and systems to solidify its financials and streamline month-end closes. During the first phase of the engagement, CFOx improved […]
Accounting Services and Transaction Preparation for Dermatology Practice
CFOx was recently engaged by an Illinois-based investment bank to assist with one of their clients, a multi-location Dermatology practice located in North Carolina and South Carolina. The company was entering a sale process and needed a team to clean up their books and provide monthly accounting services. The CFOx Accounting Services team successfully migrated […]
