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 […]

Synergies Gained by Engaging CFOx for Multiple Phases of the Acquisition Process

During a recent add-on acquisition, an existing client of CFOx experienced the value of engaging CFOx for multiple phases of the acquisition process.  The client, a PE-backed audio production and marketing platform, engaged CFOx for both financial due diligence and accounting transition services which resulted in synergies and technical efficiencies. Financial Due Diligence Based on […]