HIGH-LEVEL STRATEGIC CFO CONSULTING
Our experienced CFO consultants empower you to make business decisions backed by financial data.
SHORT- AND LONG-TERM FINANCIAL STRATEGY
Advanced financial strategy and CFO consulting is our specialty. Our CFO consulting experts have decades of experience helping businesses of all industries and sizes make informed strategic financial decisions.
MEET YOUR OUTSOURCED CFO TEAM
Our team consists of some of the top CFOs and Systems Advisors in the industry. These experts are supported by a team of expert controllers and bookkeepers to implement and support your strategic financial initiatives.
Founder & Managing Partner
Jerry Vance is the founder and managing partner of Preferred CFO. With nearly 2 decades providing CFO consulting services to over 300 organizations, Jerry is one of the most experienced outsourced CFOs in the United States. Jerry specializes in forecasting, equity fundraising, cash flow diagnosis and solutions, and strategic advisement.
K. Scott Crawford
Partner & Business Development
Scott Crawford is an experienced business development expert and client experience specialist. His role at Preferred CFO is to develop new business relationships between Preferred CFO and strategic partners, as well as to work directly with CFOs and clients to ensure the company's clients have an optimal value experience.
Jill Tavey has over 10 years of success in finance for various industries. Her ability to negotiate & shape strategic direction has propelled multiple companies through significant growth. Her experience includes strategic planning, budgeting & forecasting, raising capital, risk mitigation, audit management, & process improvement.
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, healthcare, and manufacturing. Curtis has a unique blend of financial, operational, & managerial expertise that lends him well to high-level, forward-thinking financial strategy.
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 developing and executing robust financial and operational strategies, extensive forecasting and reporting, and multiple corrective action plans to drive measurable business success.
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 industries. He has helped multiple companies navigate strategic acquisitions, establish operational policies & financial controls to ensure athletic positioning, & architect ERP systems.
Wes is an experienced CFO with success building & implementing financial models, leading finance departments through significant growth, & coordinating corporate restructurings. Wes has significant international finance experience, including coordinating international corporate restructurings & building multinational financial models.
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 around operations and meet compliance and governmental requirements, as well as to prepare for M&A. David has an MBA from the University of Utah.
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 financial services industry, Kyle has served as CFO, COO, and Senior Auditor for organizations such as Arthur Andersen, LLP and CSI Capital Management, Inc.
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 public and private funding, participating in and facilitating over 10 acquisitions, and playing a strategic role in the completion of a $1.8B sale of Omniture to Adobe.
Kodi Charbonneau is an expert controller with significant experience in accounting functions, accounting team management, and process improvement. Her expertise includes cash flow management, AP/AR, purchasing, budgeting, journal entries & reconciliations, audit support, supply chain management, payroll, & more.
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 capital raises & transactions. Jim is especially talented in infrastructure optimization, helping to develop processes, systems, people & policies to support growth optimizations.
Matt Moyes is a talented financial leader with experience in financial planning & forecasting, strategy & process improvement, exit strategies & more. During his time at the Scandia Company, Matt oversaw an over 40% increase in annual revenue growth & helped to strategic & execute a 15% increase in EBITDA margins.
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 developing & executing financial forecasting and modeling, optimizing business resources and KPIs, and supporting national & international companies through significant growth.
CFO / Consultant
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 wide range of industries. Don’s extensive experience and success in seeing a business through all stages of growth brings expert perspective & insight to the clients he supports.
Annette Torres is a detail-oriented Controller with over 18 years of financial experience. She has helped companies in multiple industries improve outcomes by implementing processes resulting in 50% faster financial statement publishing, reduced late filing tax penalties, & special payroll circumstances for 60k employees.
Eric Dorfman is a talented CFO with diverse experience in strategic finance and operational leadership for public & privately-held companies in a variety of industries. Eric has a track record of results-oriented leadership, including identifying & leading strategic business opportunities, analyzing value across complex enterprises, & more.
Mike Paulsin is a respected business & financial leader with significant organizational & financial expertise in a variety of economic landscapes in both public & privately-held companies & in multiple industries, including publishing, manufacturing, warehouse/wholesale distribution, e-commerce, service industries, food/beverage, and more.
Cindi Ward has over 25 years of experience in operational Controller functions, including co-owning and managing a promotional products company. She has significant background in accounting, payroll, and taxes, as well as experience in industries spanning business & marketing, construction, financial institutions, & food/beverage.
Sawar Uddin is an experienced CFO with over 30 years in senior finance roles. Sawar has helped companies save $20M+ through productivity improvements, consolidations & contract negotiations. He has a record of improving company-wide processes, and has helped lead effective turnarounds, capital raises & strategic exits.
Brenda Rees is an experienced finance professional with over 35 years of high-level operational experience as a Controller, Finance Director, & CFO in SaaS, Healthcare, & Retail Equipment industries. She has orchestrated multiple turnarounds & helped organizations optimize profitability to achieve strategic objectives.
Financial Advisory Services
We offer comprehensive strategy and advisory for any member of your corporate team. Your biggest business decisions are dependent on financial information and projections, and our CFO consultants help your strategic players align business goals with financial information and analysis.
Whether you have a specific problem to solve or would like an ongoing consultative relationship, our high-level strategic CFO consulting services can help your organization achieve its goals.
Forecasts & Budgeting
Your company is driven by numbers. Having a strategic CFO consulting partner to help you understand these numbers and use them (combined with current economic trends) to help develop accurate forecasting and budgeting empowers your to make intelligent business decisions backed by financial data.
Our main objective is to help you grow your business in a strategic, sustainable way. We will work with you to set monthly and annual goals, specifically around sales and profitability, and use these goals to drive intelligent financial decisions.
During transaction or merger and acquisition situations, it’s important for both the buying and selling company to have all the tools and reports needed to achieve a swift and thorough transaction.
Whether your exit strategy includes partial, public, entity or asset sale, we will help your company through every step of the process, including preliminary analysis and reporting, forecasting, stabilizing financial functions, advise key team members during the sales process, and prepare relevant documentation.
What is the right combination of financing that will allow your company to thrive and flourish while taking into consideration risk assessment? Our financial experts will help you make the call. Our outsourced CFO team can also help with raising capital when it’s right for your financial strategy.
HOW CAN PREFERRED CFO ELEVATE YOUR FINANCIAL STRATEGY?
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- Expert Fractional CFO Team
- Consulting CFOs
- 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!