CFO Worx

BACKGROUND

Please describe your company and position.

 I am the Owner of a retail company 

Describe what your company does in a single sentence.

Beach coastal lifestyle apparel 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CFO Worx to accomplish?

• M&A due diligence support and deal structuring
• Board/investor reporting and presentations
• KPI dashboard development and financial modeling
• GAAP-compliant financial statement preparation
• Internal controls implementation and documentation
• Risk management and internal controls oversight
• Pricing strategy and profitability analysis

SOLUTION

How did you find CFO Worx?

Online Search

Why did you select CFO Worx over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from CFO Worx were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

As the owner of Saltwater LLC, bringing CFO Worx onto our team has honestly been one of the smartest moves we've made for the future of this business. When you're running a growing clothing brand, it's easy to get swept up in the creative side and the day-to-day hustle, but having a team that truly understands the financial backbone of what we're building has given me so much more confidence moving forward. CFO Worx has stepped in to support us across several critical areas, and I couldn't be more thrilled with the partnership. On the M&A front, they're helping us navigate due diligence with a level of rigor and insight that gives me real peace of mind — whether we're evaluating a potential acquisition or preparing for our own next chapter, I know the numbers are being vetted by people who know exactly what they're looking for. They've also taken our board and investor reporting to a whole new level. Our presentations used to feel like just another item to check off the list, and now they actually tell a story — one that our board and investors get genuinely excited about. I'm especially proud of the KPI dashboards they've built for us. For the first time, I can look at real-time data on our revenue, margins, and inventory and actually feel like I understand the pulse of my own company. It's empowering, honestly. And on the compliance side, having GAAP-compliant financial statements has given us the credibility and structure we need as we scale and start having bigger conversations with investors and potential partners. Add in the risk management framework they've put in place, and I finally feel like we're not just reacting to challenges — we're anticipating them. Working with CFO Worx has felt less like hiring a vendor and more like gaining a true partner who's as invested in Saltwater's success as I am. I'm excited for what's ahead, and I know we're building something with a much stronger foundation because of them.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Reduced month-end close time from 10 days to 5 days, implemented 3 new internal controls with zero audit findings, and built KPI dashboards adopted by 100% of leadership team within the first quarter.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

One thing that's really stood out to me about working with CFO Worx is how present they've felt throughout this whole process. Whenever I've had a question or needed something pulled together, I got a response the same day — every time. Honestly, it hasn't felt like fractional support at all; it feels like they're right here with us, fully embedded in Saltwater's day-to-day. That kind of responsiveness matters so much when you're running a business and things move fast. I never feel like I'm waiting around or chasing anyone down for answers, and that's given me a level of trust and confidence that I didn't expect to find with an outsourced team. It genuinely feels like they're part of the company, not just a service we hired.

What was your primary form of communication with CFO Worx?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What's impressed me most about CFO Worx is how personal it feels, even as a fractional partner. I expected slower turnarounds and having to explain my business over and over — instead, I got same-day responses and a team that truly understood the nuances of running a clothing brand, not just generic financial advice. They move seamlessly between big-picture work, like M&A due diligence, and the detailed, in-the-weeds stuff, like KPI dashboards and GAAP compliance. But what really sets them apart is that it doesn't feel transactional — it feels like they care about Saltwater's success as much as I do.

Are there any areas for improvement or something CFO Worx could have done differently?

I am overjoyed with the work CFO Worx did for me — I wouldn't change a thing about our working relationship.