Expert Outsourced CFO & HR Services

“We engaged Preferred CFO about 8 months ago when our controller left. We were looking for both accounting services and a higher level of CFO type services but without the cost of a full time CFO. Preferred CFO assigned David G as our fractional CFO and Julie T as our accountant. We could not be more pleased with their service to date. They prepare our monthly financials, work with our auditors, help out with weekly payroll and accounts payable, assist with cash flow budgeting for new clinics and a number of other services at a fair and reasonable cost. I would highly recommend Preferred CFO.”

“Preferred CFO is a first class organization who stepped up to the challenge for my company when we were going through a major transition. They ultimately ran our accounting department and prepared financials for for the sale of the business. This was a very complex operation that was handled with grace and professionalism. I would highly recommend Preferred CFO to anyone looking for top shelf outsourced CFO services!”

“We have been engaged with Preferred CFO for about a year now and have been very happy with our investment thus far. Our CFO, Wes, has been a delight to work with and is extremely competent in all areas of finance and accounting. He is responsive, experienced, and very professional. I highly recommend Preferred CFO and look forward to the continued growth of our business as a result of this partnership.”

“Jill Tavey has done an excellent job for our company. We were struggling without a CFO, and she has provided the financial guidance we needed to stabilize and grow. Because of Jill, we are looking forward to a stellar year, and I highly recommend her.”

“We have been working with the team at Preferred CFO for almost six months. Wes, dove head first into understanding our business (something that is not the easiest task), helped to put some necessary financial reporting and structure in place, as well as continues to work with our internal team on projects & initiatives to drive our business forward.”

“Preferred CFO is a first class organization who stepped up to the challenge for my company when we were going through a major transition. They ultimately ran our accounting department and prepared financials for for the sale of the business. This was a very complex operation that was handled with grace and professionalism. I would highly recommend Preferred CFO to anyone looking for top shelf outsourced CFO services!”