Fox Financial Services LLC

With over a decade of experience in accounting and financial leadership, I've transitioned from the corporate world, including serving as a controller for both a local medium-sized private company and a global large public company, to running my own business. Recognizing my true passion lies in empowering small business owners, I've spent the last five years in fractional roles, offering accounting, tax, and CFO services across diverse industries such as retail, e-commerce, professional services, construction, and light manufacturing. My focus has now narrowed to providing dedicated fractional CFO services for growth-minded entrepreneurs who are driven by passion and purpose. My mission is to leverage my extensive financial expertise to not only help businesses survive but thrive under my strategic financial leadership.

Beyond my professional pursuits, I spend the majority of my time cheering on my two boys in their various sporting events. There always seems to be a practice or a game I'm running off to!  In my free time, you can usually find me enjoying the outdoors or unwinding with a good book and a vanilla latte.

Fulling Management & Accounting, Inc.

Account Manager/CFO

Fortiviti

Controller

Huhtamaki

Supply Chain Controller

• Ensure accuracy of financial statements in accordance with GAAP and compliance to internal policies.
• Perform accounting analysis for cash accruals, account payables, account receivables, reconciliations and foreign exchange.
• Perform month-end account closing activities.
•	Maintain general ledger accounts and prepare journal entries for accruals and variances.
• Monthly balance sheet reporting and reconciliation of accounts.
• Review financial reports to identify and explain variances.
• Report monthly, quarterly, and annual information to parent company and distribute financials to various departments and management. 
• Prepare special financial reports by collecting, analyzing, and summarizing account information and trends.
• Support Auditor in conducting internal and external audits.
• Responsible for completion and support of annual compilation for 3rd party review. 
• Back-up for fixed asset management.
• Assist other departments in developing automated processes and procedures such as development of Accounts Payable Lost Discounts analysis, which will allow for further Accounts Payable metrics development. 
• Managed property leasing for Goodyear tenant by ensuring timeliness of invoicing, receipt of payment, and completion of the annual operating expense statement according to the lease contract.  
• Completed special projects as assigned by the controller.

Corporate Finance Accountant

The Kincaid Group

•	Direct day-to-day accounting and finance operations including all treasury functions, financial     reporting, oversight and review of accounts receivables and payables for six companies.
•	Responsible for the accurate and timely preparation of financials for all six companies, including monthly presentation of operating results to management and owners. 
•	Manage and develop a staff of five accounting professionals including one A/P clerk, one A/R clerk, and three staff accountants. Hired an Executive Assistant for the President and Vice President of the group as well as an HR Manager for the group, both new positions which I support.
•	Coordinate and communicate on a regular basis with a third party tax preparer including the preparation of annual reviews for three of the companies.

Assistant Controller (August 2014 – April 2016)
•	Assisted CFO with oversight of accounting department and production of timely and accurate financials for all Kincaid companies. 
•	Reorganized accounting department staff creating operating efficiencies by reducing head count from 6 to 5 employees while maintaining timely and reliable financial reporting. 
•	Redesigned sales tax reporting process for multiple states and multiple entities to be compliant with current tax laws and regulations. 
•	Developed business recommendations for improving accounting and operating processes, as well as management procedures, after implementing new sales/accounting software for one of the Kincaid companies. Created a management process manual to streamline processes among 5 locations. Implemented reporting processes for decision makers to have timely and reliable information on demand. 
•	Conducted yearly 1099 preparation and reporting for all six companies. 

Kincaid Family Accountant (October 2013 – current)
•	Maintain financial statements for the Kincaid family for ten LLC entities and a personal financial statement for the estate of the Kincaid family. 
•	Maintain relationships with third party tax preparers, bankers, lawyers, and estate planners for the Kincaid family to complete estate planning and tax requirements. 
•	Played in integral part in creating complex organizational structures for various entities and trusts for financial reporting. 
•	Liaison between owners and executive managers of the Kincaid companies. Quickly became a reliable and trustworthy source to make business decisions when the owners weren’t available. 
•	Completed numerous financial analysis ad-hoc reports based on the needs of the owners to provide reliable information to manage their businesses.

Assistant Controller and Kincaid Family Accountant

Fractional CFO | Fueling entrepreneurial dreams with financial clarity for purposeful and sustainable growth.

🚨 Calling all Fractional CFOs! Ready to scale your advisory firm to 6 or 7 figures? The CFO Academy is the ultimate solution! 

Join now for the lowest price this year PLUS a FREE ticket to The CFO Accelerator LIVE! Learn from Michael King how to build your firm the right way and gain support from a community of like-minded Fractional CFOs 🚀   

Don't waste time and resources figuring it out alone—I've been there. The CFO Academy transformed not only my business, but my life, and it can do the same for you!  

There are 7 playbooks that cover the essential mindsets needed to think like a CEO, which services to offer, how to handle sales calls, how to onboard new clients, and so much more to set you up for success moving forward. 

Check out these FOUR bonuses 👇 

 ✅ A Ticket To The CFO Accelerator LIVE ($997 value)
 ✅ The CFO Templates Pack ($497 value)
 ✅ The CFO Scope of Work Templates ($197 value)
 ✅ The Executive Assistant Hiring Toolkit ($397 value)

Get all this for just $2,997—a $500 discount! Plus, with a 30-day money-back guarantee, it's risk-free. 🙌 

You'll have to act fast! This offer ends Monday, April 15th, at 11:59 PM CDT. Don't miss out on this opportunity to elevate your business! 💰 
 
👉 Click the LINK IN THE COMMENTS to snag the promotion! 

👉 Questions? I'm here to help! Book a call with me using the LINK IN THE COMMENTS!

Erin Fox, CPA

Most CPAs don't know anything about taxes. 

It wasn't until I started my own business and had a million questions of my own that I realized I had no idea what I was doing, let alone be capable of supporting others with their questions, so I decided to invest in becoming an EA (Enrolled Agent). The picture is from the Spring of 2021 on my first day of class! 

What I heard from most people was, "What?! You are a CPA. Why in the world would you do that when you don't need to?" Well, that's the problem with pretty much anyone being able to obtain a PTIN to prepare taxes! The quality of service can be questionable. I spotted issues in my clients' tax returns and situations and felt it was my duty to enhance my skills to truly make a difference for them and my future clients. 

I passed all 3 exams at the end of 2021 and officially added tax prep services to my business. I survived one tax season in the Spring of 2022 😂 It was literally the WORST time in history to be a tax preparer thanks to all of the changes during COVID. There were changes in tax credits and deductions and don't forget all of the ERTC and PPP loans! Everything was more complicated 😵 

I'm still a bit of a tax nerd at heart 🤓 but I've teamed up with some awesome preparers. This way, I can ensure my clients, and anyone seeking a seasoned tax pro, have a reliable resource they can count on. 

A great Fractional CFO ensures all of your financial needs are met year-round, not just during tax season. If you're facing challenges with this, don't wait - take action now. I'm here to help!

For anyone else who needs to hear this today...It's not about who you impress. It's about who you impact. 👏 

Last week, I received a notification that I had been selected to apply for a prestigious affiliation based on the work I was doing in my industry. Exciting, right? They wanted to interview me to ensure I met their criteria for acceptance. Great! But as the call unfolded, I realized something wasn't right. The questions didn't align with what truly mattered to me. 

I was eager to discuss my passion for partnering with small business owners, guiding them to financial clarity to thrive in both their professional and personal lives. Yet, the conversation veered solely towards what would look good on paper - my degrees, certifications, awards, honors, achievements, memberships, etc. I declined their invitation and ended the conversation. 

Initially I felt angry and hurt that they were sizing me up and I didn't fit their mold. But then it struck me: I no longer measure my success by those accolades and I haven't for a long time. My happiness doesn't hinge on those traditional markers of success. 

What truly matters is the impact I've had on those around me and the lives I've helped to improve. That's my real measure of success. There's where my focus will stay. 👊

My free marketing masterclass for CFOs is next week.

Over 130+ Fractional CFOs have already signed up in 24 hours! 😱

Why so much hype?

My main goal for the masterclass is to help you sort through the noise and figure out EXACTLY what you need to focus on to get more leads in the door.

I’ve been working closely for the past year with over a dozen other firm owners who are all doing $500k+ a year.

I’ve spent countless hours learning how they get leads.

I’ve also pulled from 8+ years of experience running my own firm.

I’m ready to lay out exactly what I’ve found!

At the masterclass, I’m going to share with you:
👉 5 Reasons my firm almost FAILED because of marketing
👉 7 Must-Have Marketing Strategies to use in 2024
👉 Why social media might not be the best place to start
👉 Which strategy is working best - RIGHT NOW

This is a no-BS masterclass for firm owners who are serious about getting more leads, and it’s happening on April 11th at 12 PM Eastern.

👉 Grab your seat now. Link in the comments.

📌 PS - If you’re looking for quick hacks or the easy way to get 20 qualified leads per month, this isn’t for you (because those don’t exist).

🚀 As your Fractional CFO, I'm here to empower you with insights to drive your business forward!

Yesterday, I emphasized the importance of reviewing The Critical 4 every month during your financial review. These key metrics—revenue, gross profit, net profit, and cash—are the pillars of your financial health and performance.

Understanding the correlation and interaction among these metrics is crucial for optimizing your operations and profitability. But knowing where to focus your efforts for improvement can sometimes feel overwhelming.

🔍 Let's simplify it: Start with your Gross Profit. Why? Because it's a significant factor in enhancing both your Net Profit and Cash. By analyzing and refining your Gross Profit, you lay a solid foundation for boosting overall financial performance.

📊 Take a moment to print the table below for your next financial review. It outlines the strategies you should prioritize and work towards to drive growth and profitability in your business.

Ready to take your business to the next level? Let's team up and strategize how to leverage these insights to reach your goals! 

#FinancialStrategy #Profitability #CashFlow #BusinessGrowth #FractionalCFO

It's human nature to seek the easy way out. But here's the truth...there's no shortcut to success 🚫  

I've seen too many business owners chasing after the latest hack or thinking they can simply delegate their way to growth. 

The real magic happens when you realize that you must learn and implement over and over to get to the next level of success. You have to become a lifelong learner to continue in business. This also allows you to "know enough" in order to hire and hold others accountable.  

Where do you begin? Start by asking yourself: "What do I need to learn? What skills do I need to level up?" Once you've identified your areas for growth, seek out experts who have a deep understanding of those subjects and dive in 📚 

If you're serious about taking your business to the next level, stop expecting and requiring immediate results. It's time to shift your mindset. Stop wishing that things were easier and start working to becoming better 💪 

Ready to elevate your business? Let's make learning a lifelong commitment together. 🚀 

#FractionalCFO #BusinessGrowth #ContinuousLearning #LevelUp #MindsetShift #ContinuousImprovement

Do you feel like your company is stuck or not growing as quickly as you'd like? 

If you're leading a business and needing actionable advice to propel it forward, Traction is a must read for you and your team. 

Here's a snapshot of its key components:

1️⃣  Vision: Define where you're headed and how to get there.
2️⃣  People: Ensure the right people are in the right roles
3️⃣  Data: Make decisions based on solid data.
4️⃣  Issues: Swiftly tackle problems to keep on track.
5️⃣  Process: Streamline operations for efficiency.
6️⃣  Traction: Set and achieve goals with accountability.

Pairing it with a fractional CFO adds financial firepower to the mix, maximizing profitability and driving growth 🚀  

Let's get everyone aligned and move forward together! 🔥 

#Traction #EOS #FractionalCFO #BusinessGrowth

🚨 The CFO Academy is closing for registration TONIGHT! 🚨 

When you register today, Michael King will answer your biggest questions:

 1️⃣  How to close leads and sell to more clients
 2️⃣  Which services to offer and how much to charge for them
 3️⃣  How to prepare for CFO calls with clients
 4️⃣  How to hold a WORLD CLASS CFO call that amazes your clients and creates real impact
 5️⃣  How to set and maintain boundaries so scope creep doesn't ruin your firm

Better yet, you'll FINALLY have the PLAN you've been hungry for. You'll know exactly how to think, what to do, and what your next steps should be...

The Academy is open for enrollment for you, but only UNITL TONIGHT, so register IN THE LINK IN THE COMMENTS ⬇ 

As you'll see, the Academy is just $2997.

That's NOTHING compared to the years and time you'll save by finally learning how to do everything The CFO Academy will teach you.

And remember, the course has a 100% 30 day money back guarantee. So no risk.

Please remember: After tonight, this offer is gone, meaning you'll lose the awesome bonuses, like:

 💸 BONUS: A Ticket To The CFO Accelerator LIVE ($997 value)
 💸  BONUS: The CFO Templates Pack ($497 value)
 💸  BONUS: The CFO Scope of Work Templates ($197 value)
 💸  BONUS: The Executive Assistant Hiring Toolkit ($397 value)
 💸  And the $500 discount off The CFO Academy (normally $3497)

Let me know if you have any questions because we're coming down to the wire. You can book a call with me using THE LINK IN THE COMMENTS ⬇

Overwhelmed by your finances? Focus on The Critical 4 🔍 

As a fractional CFO, I understand the challenges many business owners face when reviewing their finances. To overcome the overwhelm, shift your focus to these 4 essential numbers. It's non-negotiable that you and your leadership team must directly correlate every decision to their impact on these metrics. 

Mastering these numbers isn't just beneficial—it's the key to gaining clarity and confidence in your financial strategy, ultimately paving the way for your business to thrive. 📈 

Let's call them The Critical 4:

1️⃣  Revenue
2️⃣  Gross Profit
3️⃣  Net Profit
4️⃣  Cash

For each of these, ask yourself: "How are we trending and why?" This sparks discussions about aspects you might overlook. Without these conversations, you're simply hoping for the best.

My role is to align your goals with each of these numbers, ensuring you're well-informed and empowered to make necessary adjustments along the way.

Are you facing challenges in any of these areas but unsure how to make improvements? I'll be diving into each one, so be sure to stay tuned and follow along for insights and strategies! 💡 

If you're tired of feeling overwhelmed from trying to DIY it, it might be time to hire a Fractional CFO. Reach out to start the conversation! 

#FractionalCFO #FinancialStrategy #TheCritical4 #BusinessSuccess

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