Preferred CFO

Outsourced and Fractional CFO Services

Preferred CFO provides expert outsourced and fractional CFO services to drive growth, optimize finances, and tackle challenges with custom, tailored strategies.

Outsourced HR Services

Preferred CFO’s outsourced HR services provide expert benefits administration, payroll, professional recruiting, compliance, and performance management to align HR strategy with your goals.

Business Specialties

Preferred CFO specializes in financial strategy, cash flow management, forecasting, financial modeling, capital raising, and market alignment to boost business growth.

CRM Platform

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Software as a Service

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Enterprise Level

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Behind the Words

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Brand Identity

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Elevate Your Business With High-level CFO consulting

Our team features top CFOs, HR experts, and Systems Advisors, supported by expert controllers and bookkeepers to execute and sustain your strategic financial goals.

We offer the top outsourced CFO services and HR services in North America and have the results to show it.

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Empower Your Business

Preferred CFO empowers businesses of all sizes by elevating their financial strategy, maximizing profits, and accelerating growth. Through expert guidance and years of experience, we help optimize resources and develop a forward-focused financial blueprint to achieve your business goals.

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Our Success Is Your Success

Explore how our expert outsourced CFO & HR teams have driven growth and success for businesses just like yours. Our case studies showcase real results and the strategic financial impact we are known to deliver.

Read Our Case Studies

“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.

Owner / CEO

“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 or fractional CFO services!”

Jonathan Sherrill

Founder / Owner

“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

CEO

“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 service!”

Vince Gonzales

Owner

“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.

CEO

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

Carleen T.

Founder

“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.

Owner / CEO

“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 or fractional CFO services!”

Jonathan Sherrill

Founder / Owner

“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

CEO

“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 service!”

Vince Gonzales

Owner

world map of offshore locations and outsourced resources from Preferred CFO outsourced HR team

Human Resources

Offshoring Talent: What CEOs Should Know About Agencies & Direct Hiring

Aug 12, 2025 10:45:00 AM 5 min read

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Artificial Intelligence

How to Use AI in HR and Recruiting—Without Losing the Human Touch

Aug 5, 2025 3:33:29 PM 3 min read

Budgeting and forecasting

Chief Financial Officers

Budgeting and Forecasting Across Business Lifecycles

Aug 4, 2025 9:53:44 AM 4 min read