NEWS & INSIGHTS
insights
3 Signs Your Business Should Outsource Its Accounting
Many small to mid-sized businesses struggle to implement proper accounting processes and keep their accounting records up to date. Business owners often do not have enough time or resources to dedicate to building out a...
Making a New Acquisition? Three Keys to a Successful Accounting Integration
One of the biggest challenges businesses and investors face following the acquisition of another business is the transition and integration of the accounting functions. A smooth transition is key to not only maintain business continuity,...
CFOx Adds Adam Ruff to Lead Its CFO Services Practice
CFOx is pleased to announce the recent hiring of Adam Ruff, CPA. Adam is joining the firm as the Head of our CFO Services practice, where he will be responsible for developing and implementing strategy,...
SolarLeadFactory is Acquired by Enphase Energy
CFOx’s client SolarLeadFactory (“SLF”) has been acquired by Enphase Energy, Inc. (NASDAQ: ENPH), a public global energy technology company that is the world’s leading supplier of microinverter-based solar and battery systems. CFOx provided the following...
CFOx Continues Its Rapid Growth with the Addition of DJ Lydy
CFOx is pleased to announce the recent hiring of DJ Lydy. DJ is joining the firm from Deloitte as a Vice President and will be supporting both the CFO Services and Transaction Services groups. DJ...
How to Ensure Your Business is Prepared for a Sale or Capital Raise
Businesses that are considering a sale or capital raise are often unprepared for the strenuous and time-demanding process. From the moment a business owner decides to sell or raise capital, the clock starts ticking to...
How an Outsourced CFO Can Help Your New Acquisition
Newly acquired companies, particularly in the lower-middle market, often lack the financial and accounting sophistication investors expect and need. These companies likely have limited financial resources on staff and do not have the experience to...
The Importance of Having a Budget
The formal budget process is rarely undertaken by small and new business owners. They commonly find it “complicated” and “hard to start and stick to”. However, establishing a formal budget process and comparing the budget-to-actual...
3 Benefits of Outsourcing Your Business’ Bookkeeping
Small and new business owners often find themselves juggling the day-to-day responsibilities of operating their business with complex, time-consuming accounting and finance tasks. As a result of the COVID-19 pandemic, management teams realize, now more...
