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High-Level Strategic CFO & HR Consulting

Our experienced CFO and HR consultants empower you to make business decisions backed by financial data with confidence.

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Short & Long-Term Finance

We specialize in advanced financial strategy and CFO consulting, with experts who have decades of experience assisting businesses of all sizes and industries in making informed financial decisions.

What We Do

Preferred CFO provides outsourced CFO services, offering strategic financial guidance to businesses. They help with financial planning, forecasting, budgeting, cash flow management, and financial analysis. Their team works closely with organizations to improve operational efficiency, make informed decisions, and drive growth, tailored to each company's specific needs.

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Who We Are

Preferred CFO is a strategic consulting firm that specializes in providing outsourced CFO & HR services to businesses of all sizes. Our team of experienced financial professionals helps organizations navigate complex financial challenges, improve operational efficiency, and drive growth. By offering tailored financial solutions, Preferred CFO aims to empower companies to make informed decisions and achieve their strategic goals.

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Financial Advisory Services

We provide strategic advisory services for your corporate team, focusing on aligning business goals with financial insights. Our CFO consultants assist with specific issues or offer ongoing support to help your organization reach its objectives.

Forecast & Budgeting

Your company relies on data, and a strategic CFO consultant can help you interpret this information alongside economic trends for better forecasting and budgeting. Our goal is to support your business growth by establishing monthly and annual sales and profitability targets that inform sound financial decisions.

Transaction/M&A Services

In transaction or merger situations, both buying and selling companies need the right tools and reports for a smooth process. We assist with every step of your exit strategy—whether it's a partial, public, entity, or asset sale—by providing analysis, reporting, forecasting, stabilizing finances, advising team members, and preparing necessary documentation.

Capital Structure

Our financial experts assist in finding the optimal financing mix for your company's growth while assessing risks. Our outsourced CFO team can also support you in raising capital when it aligns with your financial strategy.

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Preferred CFO team

Meet Your External CFO & HR Team

Preferred CFO provides tailored outsourced CFO & HR, systems, controller, and strategic advisory solutions to organizations of all sizes. Our team consists of experienced CFOs and HR leaders, expert systems advisors, controllers, and bookkeepers. 

Click Meet Our Team to see our group of CFOs and HR experts.


Meet Our Team