OUR SERVICES
CFOx is an advisory firm that specializes in CFO and Transaction services. We work with private equity-backed businesses, founder-owned businesses, and investors nationwide.
Fractional CFO and Transaction Services
Assess current accounting processes and policies
Develop weekly and monthly KPI reporting
Develop monthly reporting packages
Provide strategic and financial guidance
Integrate financial function into the operations of the business to allow data-driven decisions
Historical accounting clean up and recurring CFO services for a rapidly growing drone delivery start up
Recurring CFO services for a newly-formed PE-backed assembly and installation
Developed and prepare monthly financial reporting for a PE-backed HVAC rollup
Daily Journal Entries
Create Chart of Accounts
Reconcile Cash and Credit Card Accounts
Manage AR & AP
Reconcile Accrual Accounts
Review Petty Cash
Record Fixed Assets
Calculate Inventory
Properly Record Revenue and Expenses
Execute ‘Month-End Close’ Process
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Historical accounting clean up and recurring CFO services for a rapidly growing drone delivery start up
Recurring CFO services for a newly-formed PE-backed assembly and installation
Developed and prepare monthly financial reporting for a PE-backed HVAC rollup
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RECENT ENGAGEMENTS
Recurring CFO services for a newly-formed PE-backed assembly and installation.
Historical accounting clean up and recurring CFO services for a rapidly growing drone delivery start up.
Developed and prepare monthly financial reporting for a PE-backed HVAC rollup.
CFO SERVICES
TRANSACTIONAL SERVICES
Due diligence for a PE client targeting market-leading international radio imaging entities
Historical clean-up and due diligence support for a solar lead generation business entering a sale process (pre-LOI).
Financial modeling for a leading sports facility operator that was contemplating a sale