Expert Outsourced CFO Services
Conquer the Road Ahead by Elevating Financial Strategy, Overcoming Challenges, Maximizing Profits & Accelerating Growth
Services
Our outsourced CFO team empowers your business by elevating financial strategy, maximizing profits & accelerating growth.
Success Stories
Explore case studies to see how the Preferred CFO expert outsourced CFO team has elevated the success of companies like yours.
Free Consultation
How can we help? Speak with an expert CFO to discuss how Preferred CFO can help your business achieve your goals–faster.
OUR SERVICES
Preferred CFO provides Outsourced CFO & Controller services to companies seeking to elevate financial strategy, overcome challenges, maximize profits & accelerate growth. Preferred CFO’s outsourced CFOs & controllers have decades of experience developing successful financial strategies. Our CFOs are experienced in working with organizations of all sizes, industries, and stages. In addition to financial services, Preferred CFO also offers outsourced HR services that optimize employee performance and satisfaction in alignment with financial strategy.
Explore our specialties below or contact us to learn how Preferred CFO can help your organization achieve its goals faster.
Outsourced CFO Services
Preferred CFO is the most experienced active outsourced CFO team in the country. Our CFOs specialize in forward-facing financial strategy to help your company see the road ahead. Our strategies help your business overcome obstacles & achieve your goals faster & more efficiently.
Outsourced Controllers
Preferred CFO is a full-service outsourced financial team, which means in addition to CFOs, we also have outsourced controllers. Our controllers are experts in record-keeping, monthly closes, & reporting. Our controllers organize your books and processes, prepare reports & support your financial strategy.
Outsourced HR Services
Human Resources are a critical part of managing a growing business, from hiring to benefits, compensation strategies, training & more. With expert outsourced HR services, you can get the Human Resources support to make your company more effective and compliant without the in-house cost.
Financial Forecasting
Turn on the headlights with a financial forecast. If you don’t have an up-to-date financial forecast, our fractional CFO team can help. Our CFOs have developed countless of long and short-term financial forecasts for companies of all sizes & industries. A financial forecast can cut costs, prevent waste, and help achieve goals faster.
Raising Capital
Raising capital can be stressful, but Preferred CFO can help get you in the door and make the process go more smoothly. We bring experience, strategy, and clout to your organization. Our capital raising experts have helped raise hundreds of millions of dollars of debt & equity capital and are highly respected in the industry.
Cash Flow Management
If your company is currently experiencing cash flow issues such as tight margins, high expenses, inventory tying up cash flow, or high accounts receivable, our outsourced CFOs can help. The Preferred CFO team is expert at strategizing spending, making cost cuts, analyzing contracts, and optimizing financial systems.
Talk to an Outsourced CFO Today
Contact us to speak with one of our CFO experts. Schedule a free financial consultation or discuss how an outsourced CFO may be able to help your company achieve its goals faster.
MEET YOUR OUTSOURCED CFO TEAM
Our team consists of some of the top Virtual CFOs, controllers, and bookkeepers in the industry. We can function as a complete outsourced finance team for your organization or augment existing teams.
Jerry Vance
Founder & Managing PartnerJerry Vance is the founder and managing partner of Preferred CFO. With nearly 2 decades of experience providing CFO consulting services to over 300 organizations, Jerry is one of...
K. Scott Crawford
Scott Crawford is an experienced business development expert and client experience specialist. His role at Preferred CFO is to develop new business relationships between...
Jill Tavey
Jill Tavey has over 10 years of success in finance for various industries. Her ability to negotiate and shape strategic direction has propelled multiple companies through...
Curtis Bigelow
Curtis Bigelow is an experienced finance professional with 20 years of finance experience. He has worked with a number of companies in a variety of industries, including SaaS,...
Tim Laukka
Tim Laukka is a vision-driven & goal-focused CFO with significant expertise in financial & operational leadership. He has a proven track record of excellence in...
Carlos Bowden
Carlos Bowden is a financial leader with significant experience in driving financial strategy, growth, and successful exits for a range of global companies in a variety of...
Wes Anderson
Wes is an experienced CFO with success building & implementing financial models, leading finance departments through significant growth, & coordinating corporate...
Tiffany Kvitek
Tiffany Kvitek is a seasoned financial management executive with a strong track record in optimizing performance, profitability, and success within companies at multiple stages...
Brian Gore
Brian Gore is an innovative and results-driven finance leader with success in promoting institutional effectiveness through platform development, forecasting, customer...
David Guyaux
David Guyaux brings over 25 years' experience as CFO, VP of Finance, and Controller roles in public and private enterprises. He has organized finances for companies to turn...
Kyle Hill
Kyle is an experienced CFO with over 20 years in financial and audit management. His expertise includes financial forecasting, budgeting, and cash management. A veteran of the...
Wayne Vance
Wayne Vance is an experienced CFO and finance expert with over 19 years of SaaS industry experience in both Silicon Valley and Silicon Slopes including raising over $85M in...
Al VanLeeuwen
Al VanLeeuwen is an experienced CFO with significant operations experience. He has significant experience with global manufacturing, including successfully coordinating...
Jim Ogan
Jim Ogan is a versatile finance and accounting professional with lengthy experience in financial leadership. He has significant expertise in strategy development as well as...
Steve Koscik
Steve Koscik is a multifaceted financial leader with a record of optimizing operational, financial, & employee performance across a diverse range of industries & with...
Jason Lachance
Jason is an impactful CFO with over 20 years of diverse experience in senior leadership & strategic finance roles. As a skilled leader, he has significant expertise in...
Don Calcote
Don Calcote is a growth- and results-driven CFO with over 40 years of experience in strategic finance leadership. He has worked with public & privately-held companies in a...
Mike Paulsin
Mike Paulsin is a respected business & financial leader with significant organizational & financial expertise in a variety of economic landscapes in both public &...
Sarwar Uddin
Sarwar is a highly experienced financial executive with an outstanding record of achievement in operational profitability, cost efficiencies, financial forecsting &...
Anna Bissell
Anna Bissel has over 15 years of executive finance experience with extensive success in forecasting and budgeting, operational optimization, and strategy development and...
Amber Neiberger
Amber is an experienced finance leader with over 20 years of professional experience. She specializes in non-profit, affordable housing, real estate, and construction, and has...
Todd Kemp
Todd Kemp is a high-level CFO with significant national and international experience in manufacturing, distribution, and B2B services, with demonstrated success in corporations...
Alex Price
Alex Price is an experienced controller with excellent organizational and problem solving skills. She is experienced in a variety of financial software programs and has great...
Tom Furlong
Tom is a knowledgeable finance leader with over 30 years of experience. He has international expertise in a wide variety of
industries and sizes ranging from $15M to $3B.
Jamee Colledge
Jamee is a seasoned finance professional with a track record of successful program and project managment in multimillion dollar corporations from Northrop Gunman and L3...
Ray Ratan
Ray Ratan is an experienced CFO with exceptional success in the SaaS industry. He is equally adept at leading companies that have less than $1M in revenue and companies that have...
Bob McDonnell
Bob McDonnell is an experienced Sales Executive who has demonstrated the ability to lead diverse teams of professionals to new levels of success in a variety of industries.
How can we Help?
Hiring an outsourced CFO isn’t an expense, it’s an investment. Your CFO will help you accelerate growth, maximize resources, improve profit margins, and optimize systems in your business. Our end goal is to transform your company into a higher functioning, more profitable company poised for strategic success.
Elevate Your Strategy
A high-impact financial strategy is more than just goals and budgets. It also requires optimizing existing resources, maximizing profits, and designing a forward-facing blueprint to get from where you are to where you want to go.
Accelerate Growth
Whether you’re experiencing challenges from high-growth or have hit a plateau, Preferred CFO can help. Our outsourced CFOs can optimize your growth through detailed forecasting, operational plans, and enhanced systems.
Prepare for a Transaction
Many companies to choose hire an outsourced CFO when they are planning to raise capital, anticipating a merger or acquisition, or are preparing the company for a successful exit. Your CFO can help prepare for a transaction and navigate terms.
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!
– Jonathan Sherrill
Quicken Steel
Our Real Estate company was on mission to move from Founder to Firm. We knew we needed experienced leaders to make this happen and we found precisely what we were looking for with Preferred CFO. There was almost instant value added to the team once we got to work. The level of insight and guidance is amazing and we are only getting started. We highly recommend their services. They truly commit and buy-in to the company’s success.
– Vince Gonzalez
Watters Int’l Realty
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.
– Robert T.
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.
– Emilee M.
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.
– Carleen T.
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.
– Jenn G.
Contact Us
How can we help? Send us a message or give us a call so we may answer your questions and discuss your business needs.
RECENT FINANCIAL INSIGHTS & ARTICLES
Explore the latest news, articles, publications & research from our expert outsourced CFO team
Small Business Cash Flow Management: Strategies for Success
Recognizing Cash Flow Problems & How to Solve Them We know that the majority of small businesses fail within the first five years, but a study by Jessie Hagen, previously with U.S. Bank, drilled down into the reasons why this occurs. In her study, she found that 82% of the time, poor cash flow management or poor understanding of cash flow...
Virtual CFO Services: A Catalyst for Business Success
In today's dynamic business landscape, having a strategic financial perspective is more crucial than ever. However, not all businesses can afford to have a full-time Chief Financial Officer (CFO) on their roster. Many choose instead to utilize virtual CFO services – a...
Key Performance Indicators for Financial Success
Financial Key Performance Indicators (KPIs) are crucial measurements of a company’s fiscal health. These metrics provide a window into the current and projected profitability of an organization, enabling managers and stakeholders to make informed decisions. By...
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Corporate Office
- Expert Fractional CFO Team
- Consulting CFOs
- Outsourced HR Services
- Fractional Controllers
- Bookkeepers On Staff
- Fundraising Services
- Operational Plans & Strategy
Elevate your financial strategy, accelerate growth, overcome challenges, and maximize resources with our outsourced fractional CFO team. We look forward to working with you!