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Our Valued Services

CFO Worx acts as a swiss army knife for any and all accouning challenges a business may face. Learn more about our core services below:

CFO SERVICES

  • Fractional Controller
  • Interim CFO
  • Investor-Level Reporting
  • Tax Planning

CONTROLLER SERVICES

  • Fractional Controller
  • Private Equity Advisory
  • Experience with PE-backed businesses
  • Expertise in PE fund investing and post-acquisition reporting

M&A PREP

  • Internal owner representation for
    transaction readiness
  • Dashboarding and reporting
  • Note: "We are not an investment bank"

Bookkeeping
& Accounting

  • Already built
  • Ensure clear navigation

STAFF 
AUGMENTATION

  • Streamlined sourcing
  • Thorough vetting
  • Augmentation benefits
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