CFO Services
More Actionable Insights for your Company
CFOx solves complex accounting and finance problems seamlessly, timely, and accurately, giving you the visibility you need to scale and understand performance.
We are a reliable extension to your management team.
Fractional CFO
- Provide strategic and financial guidance
- Oversee the compilation of financial information into financial statements and ensure timely financial reporting
- Prepare financial reports and packages for management and investors
- Develop annual budgets and prepare budget-to-actual analyses
- Integrate the finance and accounting function into the operations of the business to aid in data-driven decision-making
- Oversee and train internal finance and accounting staff
Interim Staffing
- Provide finance and accounting services on an interim basis
- Provide short-term support for projects that require additional capacity such as post-transaction transitions, systems integrations, financial reporting requirements, or audits
- Serve in roles such as CFO, VP of Finance, Accounting Manager, Controller, and FP&A Manager
- Bridge the gap until full-time hires are found and train new hires
- Ensure tasks are completed and business operations are not interrupted
Transitions & Integrations
- Develop and execute a plan to achieve a smooth transition post-acquisition and maintain business continuity
- Opening Balance Sheet (OBS) entries and Net Working Capital calculation
- Improve and document formal accounting policies and procedures, such as accruals, inventory, and revenue recognition
- Integrate accounting software and systems post-acquisition including general ledger, payroll, invoicing, and billing systems
- Evaluate short-term and long-term staffing requirements and supplement the required needs on an interim basis
Financial Planning
& Analysis
- Develop an organized set of financials with accurate and reliable information
- Develop and implement internal processes to update financial reporting to ensure consistent and accurate reporting
- Develop and present consistent financial reporting and processes across an entire organization
- Provide periodic reporting of KPI’s
- Create reliable financial reporting packages to be presented to lenders and outside investors
- Update financial models and forecasts on a monthly basis
Examine our Record
See how our focus on building relationships and taking a hands-on approach to the process makes the difference.
CFOx recently worked with a rapidly growing Consumer Packaged Goods (CPG) company that sells its products online and through retailers across the country. Â 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.
CFOx recently worked with a rapidly growing Consumer Packaged Goods (CPG) company that sells its products online and through retailers across the country. Â 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.
CFO Solutions for Your Exact Challenges
Private Equity
Our CFO Services offer specialized fractional or interim expertise tailored for Private Equity firms. We provide and support strategic financial leadership to portfolio companies nationwide, ensuring they have the necessary financial insight to thrive.
Business Owners
CFOx can give you insights and visibility to grow your business to its full potential. Our CFO Services enhances your business by bringing additional capabilities, credibility, and trust by specializing in financial report preparation and strategic planning.
C-Suite
When you partner with CFOx, you are gaining a reliable extension to your management team. We work with you to solve your business’ complex accounting and finance problems seamlessly, timely, and accurately.
Strategic Partners
We can help ensure financial accuracy to support negotiation and due diligence processes. We collaborate with local and nationwide strategic partners to provide precise financial assessments, enhancing the credibility and reliability of your finances.