About Us
CFO Worx is a “roll up our sleeves” full-service finance consulting firm with a focus on fractional CFO and corporate finance service needs.
Our team offers expert fractional CFO
services to elevate your financial strategy, help your company overcome challenges, accelerate
growth, improve financial reporting, increase shareholder value, and help prepare your business for sale when the time is right.
Our Services
Areas That CFO Worx Excels
Customized Monthly Reporting Packages
CFO-Level Oversight
Financial Model & Detailed Projections
Financial Performance Improvement Initiatives
M&A Preparation or Capital Raising Services
Automated Financial Reporting & AI Benchmarking
Why Choose Us
Why Do You Need a CFO?
The Chief Financial Officer (CFO) is responsible for the company’s financial accounting and
reporting and the internal controls that produce complete, timely, and accurate financial
information.In addition to overseeing the accounting team, the CFO is typically responsible for the following:
- Strategic planning
- Automated financial reporting
- AI benchmarking and analytics
- Annual budget process
- Cash management and cost controls
- Internal control systems
- Corporate transactions, including mergers and acquisitions and exit strategies
- Insurance management and renewals
- Tax planning and interaction with tax preparers
- Banking and investor relationships
- Audits with outside accountants, regulators, tax authorities, and insurance auditors
- Board meetings and finance committee meetings
Reviews
What Our Clients Thinks About Us
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Rebecca Wilde
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Aaron Moore
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Clarence Withmorre
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Alfredo Morato
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