Bookkeeping & Accounting

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 don’t gamble with your exit.We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership - so you exit with clarity, confidence, and maximum value.

Not Just Brokers. Exit Partners Who Maximize Value.
Schedule an Appointment

Bookkeeping & Accounting

Schedule an Appointment
Not Just Brokers. Exit Partners Who Maximize Value.

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 don’t gamble with your exit.We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership - so you exit with clarity, confidence, and maximum value.

Average Transaction Value:

$20–30M EV

Most businesses don’t sell because
they aren’t prepared. We change that.
Cumulative Deal Value:

$200M+

A strong finance function begins with disciplined bookkeeping.

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At CFO Worx, we deliver clean, timely, and accurate financial data that gives leadership the clarity needed to operate confidently, scale efficiently, and eliminate guesswork.

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We support mid-market businesses between $4M–$80M+ in revenue, providing professional bookkeeping integrated directly with controller and CFO oversight.

Bookkeeping & Accounting

Accurate, Reliable Books That Power Confident Decisions

Schedule an Appointment

A strong finance function begins with disciplined bookkeeping.

‍

At CFO Worx, we deliver clean, timely, and accurate financial data that gives leadership the clarity needed to operate confidently, scale efficiently, and eliminate guesswork.

‍

We support mid-market businesses between $4M–$80M+ in revenue, providing professional bookkeeping integrated directly with controller and CFO oversight.

The Challenge

As companies grow, outdated bookkeeping processes can cause major issues:

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  • Reconciliations fall behind
  • Reporting becomes unreliable
  • Tax compliance gets complicated
  • Manual processes slow operations
  • Leadership loses visibility

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CFO Worx solves this by building a clean, accurate, and scalable bookkeeping foundation — transforming your accounting function into a dependable operational asset.

View case studies

What We Deliver

Our bookkeeping and accounting services provide the accuracy, structure, and visibility your business needs to make informed decisions.
Our bookkeeping and accounting services provide the accuracy, structure, and visibility your business needs to make informed decisions.

Financial Reporting & Visibility

Reliable, decision-ready financial data.

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  • Monthly reporting packages
  • Balance sheet & income statement reviews
  • Cash flow reporting
  • Budget vs. actual analysis
  • Performance and trend insights
  • Audit-ready documentation

Core Bookkeeping Operations

Accurate daily, weekly, and monthly accounting support.

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  • Transaction categorization & coding
  • Bank, credit card, and loan reconciliations
  • Revenue tracking and invoice processing
  • Vendor payments & AP management
  • Month-end close support

Accounts Receivable & Invoicing

Improve cash flow with structured AR processes.

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  • Accurate invoice generation
  • Collections management
  • AR process implementation
  • Customer payment portal setup
  • AR aging analysis & reporting

Accounts Payable Management

Secure, efficient vendor payment operations.

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  • Bill.com implementation & management
  • Weekly AP review & processing
  • Vendor relationship management
  • Payment scheduling & optimization
  • Dual-control approval workflows
  • Expense categorization

Sales Tax Compliance

Comprehensive compliance across jurisdictions.

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  • Federal, state & local filings
  • Accurate tax calculations
  • Audit-ready documentation
  • Compliance monitoring
  • Regulation updates

Month-End Close Excellence

Consistent reporting delivered on time.

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  • Close target by the 10th
  • Reporting package by the 15th
  • Detailed reconciliations
  • Variance analysis
  • Issue identification & resolution
We don’t just manage numbers, we build the financial foundation for your next level of growth.
Schedule consultation

How We Work

1

Assess

We evaluate your current books, systems, and workflows to identify gaps, inefficiencies, and compliance risks

2

Build

We implement clean bookkeeping structures, standardized processes, automated workflows, and reliable reporting frameworks.

3

Lead

We manage ongoing bookkeeping operations with accuracy, discipline, and transparent communication — month after month.

How We’re Different From Brokers

Traditional Brokers

List and wait
Minimal preparation
Mass outreach
Limited diligence support
Focus on listings
Paid regardless

CFO Worx

Prepare > Position > Target > Negotiate > Close
Full financial cleanup + CIM + AI data room
Curated, vetted buyer targeting
Full diligence management & valuation defense
Focus on outcomes and enterprise value
Success-based alignment — we win only when you do
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The CFO Worx Advantage

About us
01
Process-Driven Approach
  • Standardized procedures
  • Quality control checkpoints
  • Consistent deliverables
  • Scalable workflows
02
Technology Integration
  • Accounting system optimization
  • Automated workflows
  • Digital document management
  • Real-time reporting capabilities
03
Security Focus
  • Dual-control implementation
  • Secure data handling
  • Access controls
  • Audit trails
04
Dedicated Support
  • Responsive communication
  • Regular status updates
  • Proactive issue resolution
  • Continuous process improvement
Pricing Transparency

Customized to your company’s structure, reporting needs & operational complexity.

We offer:

Small Business Package

Built for companies establishing a financial foundation.

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  • Essential bookkeeping
  • Basic monthly reporting
  • Standard month-end close
  • Core compliance support
Growth Business Package

Ideal for scaling teams needing deeper financial visibility.

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  • Comprehensive bookkeeping
  • Enhanced financial reporting
  • Advanced system integration
  • Full compliance management
Enterprise Package

Designed for complex or multi-entity environments.

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  • Multi-entity bookkeeping
  • Custom reporting solutions
  • Complex system integrations
  • Strategic financial insights

Frequently
Asked Questions

What size businesses do you typically support?

We specialize in private mid-market companies generating $4M–$80M+, particularly those experiencing growth or increasing financial complexity.

How is professional bookkeeping different from basic bookkeeping?

Professional bookkeeping ensures structured processes, accurate reconciliations, consistent reporting, tax compliance, and data quality strong enough to support CFO and Controller decision-making.

How quickly will we see improvements?

Clients typically see improvements within the first 30 days, including cleaner books, faster reconciliations, and improved cash flow visibility.

Do you work with our existing systems?

Yes — we are platform-agnostic and work with QuickBooks, NetSuite, Sage, Bill.com, and other automated workflows your team already uses.

What problems does bookkeeping commonly solve?

  • Unreliable financial reporting
  • Delayed close cycles
  • Tax compliance issues
  • Manual or inconsistent processes
  • Limited financial visibility
  • Cash flow uncertainty
  • Inefficient AP/AR workflows

Ready to Strengthen Your Financial Foundation?

Let’s build the accuracy, clarity, and operational confidence your business needs to grow.

Schedule a consultation