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801-804-5800

[email protected]

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801-804-5800

[email protected]

Free Consultation
Preferred CFO of Utah Outsourced CFO Solutions Logo
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What is a Fractional CFO?

What is a Fractional CFO?

by Jerry Vance | Apr 28, 2023 | Financial Systems, Fractional CFO Services

A fractional CFO is an experienced CFO who provides services for organizations in a part-time, retainer, or contract arrangement. This offers a company the experience and expertise of a high-end CFO without the in-house cost—salary, benefits, and bonuses—of a...
Qualities of an Effective Profit & Loss Report

Qualities of an Effective Profit & Loss Report

by David Guyaux | Jul 4, 2022 | Bookkeeping, Finance Knowledge, Financial Strategy, Financial Systems, General Business

A Profit and Loss (P&L) Report, also called a Profit and Loss Statement, is a key financial document that details a company’s income and expenses over a specific period of time. This time period is typically a month, a quarter or a year. Depending on company needs...
What Is a Quality of Earnings Report?

What Is a Quality of Earnings Report?

by Curtis Bigelow | Jun 22, 2022 | Bookkeeping, Finance Knowledge, Financial Controllers, Financial Strategy, Financial Systems, General Business

When a business sale, acquisition, or major investment is contemplated, one important step in the due diligence process is the generation of a Quality of Earnings report, sometimes abbreviated as QOE. Even though a company may have strong financial statements, those...
Complete Guide to Accrual Accounting

Complete Guide to Accrual Accounting

by Kyle Hill | Apr 29, 2022 | accounting, Business Growth, Finance Knowledge, Financial Strategy, Financial Systems, General Business

There are two methods of accounting: cash and accrual. In cash accounting, transactions are recorded when payment occurs. In the accrual method, revenues and expenses are matched and recorded at the time the good is delivered or the service is performed, regardless of...
What is the Difference Between a Controller and CFO?

What is the Difference Between a Controller and CFO?

by Jerry Vance | Jun 30, 2021 | Business Growth, Chief Financial Officers, Finance Knowledge, Financial Controllers, Financial Strategy, Financial Systems, General Business

One of the questions we get asked most frequently about financial roles and responsibilities is “What is the difference between a Controller and a CFO? These titles are used frequently–and often interchangeably–in the business world. However, despite...
What is an Outsourced Financial Controller?

What is an Outsourced Financial Controller?

by Jerry Vance | May 25, 2021 | About, Financial Controllers, Financial Strategy, Financial Systems

An outsourced controller is a financial expert who helps keep your books up-to-date. They also provide financial reporting and information in a timely manner. Controllers can be in-house or outsourced. If the controller is outsourced, this typically means they are an...
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ABOUT US

Preferred CFO is a high-level fractional, outsourced CFO firm. With a “forward-looking” financial strategy, we help organizations implement a higher level of forecasting, budgeting, cash management, and financial strategy. Our goal is to help companies move the needle by scaling and accelerating growth, optimizing resources, overcoming obstacles, and maximizing shareholder value.

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