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

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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

CFO SERVICES

TRANSACTIONAL SERVICES

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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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Developed and prepare monthly financial reporting for a PE-backed HVAC rollup

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

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