Executive-Level Financial Leadership for Growth

CFO Worx delivers strategic finance, M&A expertise, and real-time financial reporting designed for businesses that want clarity, confidence, and control.

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Our Story

Executive-Level Financial Leadership for Growth

CFO Worx delivers strategic finance, M&A expertise, and real-time financial reporting designed for businesses that want clarity, confidence, and control.

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Financial Leadership Built Around Your Needs. We deliver financial clarity and strategy, strategic foresight, and scalable solutions that help leadership teams make confident decisions and stay ahead of the curve.

Because growth demands
more than compliance.
View our services

Expert CFO
Leadership

Our fractional CFOs bring Fortune 500 expertise to businesses between $4M and $80M+ in revenue- driving strategy, guiding decisions, and unlocking enterprise value without the full-time cost of hiring in-house.

Real-Time
Financial Clarity

We deliver instant visibility into your business with KPI dashboards, accurate reporting, and forward-looking forecasts at a fraction of the cost of traditional solutions.

Built to Scale
With You

From bookkeeping and controller oversight to M&A preparation and CFO leadership, we deliver solutions that scale with you and strengthen your finance function at any stage.

Our Services

We don’t just balance books - we build enterprise value.

We are not a CPA firm.

Mergers & Acquisitions

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Not Just Brokers.
Exit Partners Who Maximize Value.

Most businesses don’t sell - not because they lack value, but because they aren’t prepared.

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That’s why owners trust CFO Worx. We’re not brokers who “list and wait.

We’re CFOs and operators who’ve bought and sold companies with our own capital. We sit on your side of the table and we know how to protect your valuation.

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We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership.

01

Fractional CFO Services

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Executive financial leadership,
when and how you need it.

From forecasting and profitability analysis to capital structure and risk management, our CFOs give you clarity and strategy at every stage. Our team brings decades of experience working with businesses generating $4M to $80M+ in revenue.

We understand the unique challenges and opportunities facing lower mid-market companies- from managing cash flow and scaling operations to preparing for a transaction.

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With CFO Worx, you get Fortune 500–level expertise without the full-time executive cost, tailored to your business, your stage, and your goals.

02

Controller Services

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Operational finance leadership for
accuracy, control, and scale

Strong finance operations require strong foundations. Our controllers bring deep experience in reporting, compliance, and process design to ensure your numbers are accurate, audit-ready, and decision-useful.

With advanced qualifications and proven expertise, our team builds scalable frameworks that grow with your business- giving leadership the confidence that every report, control, and process can stand up to investors, auditors, and acquirers.

03

Bookkeeping & Accounting

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Accurate, reliable books that power
confident decisions

Our team delivers timely, accurate financials that are audit-ready and decision-useful- so you can trust the numbers that drive your business forward.

Reliable, scalable bookkeeping and accounting that integrates seamlessly with CFO and Controller oversight, creating a streamlined financial ecosystem with zero surprises.

04
Our Services

We don’t just balance books - we build enterprise value.

We are not a CPA firm.

Mergers & Acquisitions

Most businesses don’t sell - not because they lack value, but because they aren’t prepared.

‍

That’s why owners trust CFO Worx. We’re not brokers who “list and wait.

We’re CFOs and operators who’ve bought and sold companies with our own capital. We sit on your side of the table and we know how to protect your valuation.

‍

We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership.

Find out more

Fractional CFO Services

From forecasting and profitability analysis to capital structure and risk management, our CFOs give you clarity and strategy at every stage. Our team brings decades of experience working with businesses generating $4M to $80M+ in revenue.

We understand the unique challenges and opportunities facing lower mid-market companies- from managing cash flow and scaling operations to preparing for a transaction.

‍

With CFO Worx, you get Fortune 500–level expertise without the full-time executive cost, tailored to your business, your stage, and your goals.

Find out more

Controller Services

Strong finance operations require strong foundations. Our controllers bring deep experience in reporting, compliance, and process design to ensure your numbers are accurate, audit-ready, and decision-useful.

With advanced qualifications and proven expertise, our team builds scalable frameworks that grow with your business- giving leadership the confidence that every report, control, and process can stand up to investors, auditors, and acquirers.

Find out more

Bookkeeping & Accounting

Reliable, scalable bookkeeping and accounting that integrates seamlessly with CFO and Controller oversight, creating a streamlined financial ecosystem with zero surprises.

Our team delivers timely, accurate financials that are audit-ready and decision-useful- so you can trust the numbers that drive your business forward.

Find out more

We don’t work with startups or non-profits. We specialize in mid-market private businesses across professional services, construction, healthcare, manufacturing, technology, and more.

Our Partners

M&A Expertise That Protects and Maximizes Value

CFO Worx acts as your trusted M&A advisor, guiding you through every stage of the transaction. From preparing financials and building a buyer-ready data room to positioning your business and managing negotiations, we represent your interests with precision.


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Our team ensures fewer surprises, stronger offers, and a faster, more controlled exit, so you can maximize value with confidence.

$~35M
Average Transaction Value
$400M+
Total Deal Value (Cumulative)

Real-Time
Financial Reporting

Monthly reports aren’t enough.

CFO Worx delivers real-time, AI-powered reporting with QuickBooks integration, automated consolidations (even across multiple entities), and customizable dashboards. From cash flow forecasting to live budget vs. actuals, you get the clarity to make faster, smarter decisions.

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Our Technology

A tech-enabled financial consultancy that adapts to your systems and implements the right tools to give you clarity and control.
From platform-agnostic integrations to our proprietary client portal (built on Microsoft Azure with PowerBI dashboards), we deliver real-time visibility into financials, projects, and KPIs.

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Our team even builds custom solutions and templates, from budgets to due diligence data rooms, so your finance function scales faster and smarter.

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The Process

01

Consult

We begin with a deep-dive consultation to understand your business, challenges, and goals. Together, we identify opportunities and outline where financial leadership will make the biggest impact.

02

Align

We pair you with the right CFO, Controller, or finance team solution tailored to your company’s size, industry, and growth stage. This ensures you get expertise that fits seamlessly with your needs.

03

Execute & Scale

We put the plan into action- from reporting and forecasting to strategic initiatives. With full transparency and real-time insights, you’ll always know where your business stands and where it’s headed.