We'd Love to Hear from You!
Preferred CFO provides tailored outsourced CFO & HR systems, controller, and strategic advisory solutions to organizations of all sizes. Our team consists of experienced CFOs, HR leaders, expert systems advisors, controllers, and bookkeepers.
This means we can augment existing teams by elevating financial strategy, or can offer fully outsourced financial solutions to organizations without an in-house team.
We look forward to speaking with you and helping you reach your business goals.
Getting Started With Preferred CFO
Getting started with Preferred CFO is simple. We begin with a conversation to learn about your business and goals, then provide a complimentary assessment to see how we can help. From there, we’ll create a tailored plan and partner with you to put it into action.
A Simple Conversation
We’ll start with an introductory call to understand your business, challenges, and goals, and to share how Preferred CFO works with clients. This initial consultation is always 100% free, no obligations required.
A Complimentary Assessment
One of our senior CFOs or HR leaders will meet with you and your leadership team to review your situation, answer questions, and explore how we can add value.
A Flexible & Tailored Plan
If we agree it’s a good fit, we’ll outline a strategy tailored to your business—whether that’s fractional CFO support, HR leadership, or project-based consulting.
Strategic Execution
Your dedicated CFO or HR expert will partner with your team to implement the plan, establish priorities, and provide the financial clarity and human touch you need to move forward with confidence.