CFO Worx
visit site- $1,000+
- 10 - 49 employees
- Tampa, FL
CFO Worx is a small Fractional CFO Services company. Launched in 2022, the team provides Fractional CFO Services, Finance & Accounting Outsourcing (FAO), Financial Consulting, Accounting, and more. The firm is based in Tampa, Florida.
Client Insights
Industry Expertise
20%
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10%
10%
10%
10%
5%
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5%
Client Size Distribution
Small Business (<$10M) 45%
Midmarket ($10M - $1B) 55%
Common Project Size
$10K-$49K 1 project
Clients
This provider has not added their key clients.
Highlights from Recent Projects
CFO Worx was hired by Saltwater LLC, a retailer specializing in beach coastal lifestyle apparel, to assist with significant financial aspects of the business. The primary objectives of the partnership included M&A due diligence support, deal structuring, presenting board reports, developing KPI dashboards and preparing GAAP-compliant financial statements, among others. Their selection primarily leaned on their high ratings and perceived good value for their cost.
As a result of bringing CFO Worx onboard, the owner of Saltwater LLC expressed enhanced confidence in navigating the future of the business. The CFO Worx team was particularly praised for helping the company understand the financial elements of their business, thereby allowing the owner to concentrate on the creative and operational aspects. In the M&A realm, their due diligence processes were lauded for offering peace of mind and security in business decisions. Enhancements were also noted in the company's board and investor presentations, which reportedly went from a routine task to an engaging narrative that excited stakeholders.
On the technical side, Saltwater gave positive feedback on the KPI dashboards built by CFO Worx, describing them as an empowering tool to understanding company performance in real-time. The production of GAAP-compliant financial statements added much-needed credibility and structure as the company scaled. Additionally, the risk management framework established by CFO Worx imparted a proactive approach to business challenges. Overall, the company expressed satisfaction and excitement for its continued partnership with CFO Worx, who they regard more as a partner rather than a hired vendor.