What does a capital advisor do?

A capital advisor helps companies develop financing strategies, identify potential sources of capital, prepare for investor or lender conversations, and navigate the capital-raising process.

When should a company hire a capital advisor?

Ideally, before capital is urgently needed. Early preparation gives a company more time to strengthen its financials, evaluate options, and negotiate from a stronger position.

How do I choose among capital raising advisory firms?

Look for relevant experience, a clear scope of services, transparent fees, strong financial preparation capabilities, appropriate capital-market relationships, and a track record with companies similar to yours.

Is capital raising the same as investment banking advisory?

Not necessarily. Investment banking advisory can include capital raising, but investment banks may also provide services related to mergers and acquisitions, valuations, and other corporate finance transactions.

Can a fractional CFO help with capital raising?

Yes. A fractional CFO can help prepare financial statements and forecasts, develop capital strategies, support due diligence, communicate with investors and lenders, and evaluate financing options.

What HR functions can be outsourced?

Companies can outsource virtually all non-core HR operations, including payroll services, employee benefits management, talent recruitment, employee handbook creation, performance appraisal frameworks, and federal/state labor compliance audits.

How does outsourced HR differ from a PEO (Professional Employer Organization)?

A PEO uses a co-employment model where the provider becomes the employer of record for tax purposes, often bundling rigid, proprietary software and insurance plans. An outsourced HR partner provides custom, dedicated HR management while allowing you to retain complete ownership of your company structure, systems, and vendor relationships.

At what company size should we consider outsourcing HR?

Businesses with 5 to 250+ employees achieve the highest ROI from outsourced HR. Early-stage businesses gain immediate institutional infrastructure, while growing mid-market companies use it to supplement their existing operations without adding unnecessary headcount.

How much does outsourced HR cost?

The cost of outsourced HR depends on the size of the workforce, the scope of services, and the complexity of the company's HR requirements. Providers may charge a monthly retainer, per-employee fee, or project-based rate. Comparing the cost against the expense of hiring and maintaining an internal HR team can help determine whether outsourcing provides a meaningful financial and operational advantage.

What are the benefits of outsourcing HR?

Outsourcing HR gives businesses access to experienced HR professionals without the cost of building a full internal department. It can improve compliance, payroll and benefits administration, employee processes, recruiting, and HR documentation while allowing leadership to focus on core business priorities. As the company grows, an outsourced HR partner can also scale its support to match changing workforce needs.

What are the biggest accounting changes in 2026?

The biggest accounting changes in 2026 include increased use of artificial intelligence and automation, greater reliance on real-time financial data, evolving sustainability and ESG reporting requirements, stronger cybersecurity expectations, and ongoing changes to global tax and financial reporting standards. AI is increasingly being used for tasks such as reconciliation, anomaly detection, forecasting, and financial analysis, while finance teams are also using more real-time operational data to support decision-making. These changes mean accounting teams are increasingly expected to do more than maintain accurate financial records. They are also becoming strategic partners that help businesses analyze data, manage risk, improve forecasting, and make informed decisions. Preferred CFO can help businesses adapt to these changes by providing outsourced CFO services, financial forecasting, reporting, strategic planning, and financial analysis. Our team can also help businesses evaluate financial processes and determine where technology and automation may improve efficiency.

How is AI changing accounting in 2026?

AI is changing accounting by automating routine tasks, improving data analysis, identifying anomalies, supporting forecasting, and helping finance teams access information more quickly. Major accounting software providers are increasingly incorporating AI into their platforms, making AI a more common part of everyday accounting workflows. Current 2026 research also shows finance teams moving beyond experimentation toward broader AI adoption and digital transformation. AI does not eliminate the need for experienced financial professionals. Instead, it can reduce the time spent on repetitive tasks and give accountants and CFOs more time to focus on analysis, strategy, and decision-making. Preferred CFO can help your business evaluate its financial processes, identify opportunities for automation, and use financial data more effectively. An outsourced CFO can also provide the human oversight and strategic perspective needed to ensure technology supports your broader financial goals.

What accounting technology trends should businesses watch in 2026?

Businesses should watch several major accounting technology trends in 2026, including artificial intelligence, automation, real-time reporting, advanced data analytics, cloud-based financial systems, cybersecurity tools, and blockchain applications. Real-time data is becoming particularly important as finance teams move away from relying solely on historical reports and increasingly use current operational information to support business decisions. A 2026 ACCA report found that more than 60% of surveyed finance teams had increased their use of real-time operational data over the previous two years. The goal isn't to adopt every new technology. Businesses should determine which tools solve genuine financial or operational problems and provide useful, reliable information. Preferred CFO can help businesses assess their financial systems and processes, identify opportunities for improvement, and develop financial strategies that make better use of technology and data.

How are ESG and sustainability requirements changing accounting?

ESG and sustainability reporting are becoming increasingly integrated into financial and business reporting processes. Companies may need to collect, analyse, and report environmental, social, and governance information alongside traditional financial data, depending on their size, industry, location, and applicable requirements. Sustainability accounting frameworks and reporting standards continue to evolve, while the Financial Accounting Standards Board issued new guidance in May 2026 covering the accounting and disclosure of environmental credits and related obligations. For businesses affected by these requirements, accurate data collection and reliable reporting processes are increasingly important. Preferred CFO can help businesses strengthen their financial reporting processes and develop systems for analysing financial and non-financial information. Our CFOs can also help leadership teams understand how changing reporting expectations may affect financial planning and business strategy.

How can businesses prepare for changes in accounting regulations and technology?

Businesses can prepare by regularly reviewing their accounting processes, keeping financial systems up to date, investing in appropriate technology, strengthening cybersecurity and data controls, and ensuring finance professionals stay current with changing standards and regulations. It is also important to avoid treating accounting technology and regulatory compliance as separate issues. Changes in technology, reporting requirements, tax rules, and data security can all affect financial processes and decision-making. Preferred CFO can provide an outside perspective and strategic financial expertise to help businesses prepare for these changes. Our outsourced CFOs can assess existing financial processes, improve forecasting and reporting, support technology and systems decisions, and help leadership teams develop a financial strategy that can adapt as the business evolves.

Curtis Bigelow Bio

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, and managerial expertise that lends him well to high-level, forward-thinking financial strategy, including data modeling, financial forecasting, cash management, budgeting, reporting, debt and equity financing, and financial analysis.

In addition to his high level of strategic finance experience, Curtis also has significant systems experience, supervising ERP/billing systems implementations and optimization as well as managing the adoption and application of new technology, network infrastructure, and financial systems.

CEO discussing investor readiness with Preferred CFO financial advisor

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Raising Capital

Mastering the art of attracting investment to fuel growth.

Finance & Growth Strategy

Crafting innovative strategies that align financial goals with business objectives.

Corporate Restructuring

Streamlining operations and optimizing financial performance for sustainable success.

Multinational Finance

Navigating the complexities of global finance with confidence.

Financial Reporting & Process Implementation

Establishing clear reporting frameworks and efficient processes that enhance decision-making.

Raising Capital

Mastering the art of attracting investment to fuel growth.

Finance & Growth Strategy

Crafting innovative strategies that align financial goals with business objectives.

Corporate Restructuring

Streamlining operations and optimizing financial performance for sustainable success.

Multinational Finance

Navigating the complexities of global finance with confidence.

Financial Reporting & Process Implementation

Establishing clear reporting frameworks and efficient processes that enhance decision-making.

Accounting

7 Things to Know Before Hiring a Capital Advisor

Sep 1, 2026, 11:15:01 AM 6 min read

Employees

Top 5 Benefits of Outsourcing Human Resources

Aug 19, 2026, 1:00:00 PM 5 min read

Accounting

10 Important Accounting Changes to Know

Aug 19, 2026, 8:15:00 AM 7 min read

Curtis Bigelow

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Recent News & Articles

7 Things to Know Before Hiring a Capital Advisor

Top 5 Benefits of Outsourcing Human Resources

10 Important Accounting Changes to Know

Wes's Key Strengths

Raising Capital

Finance & Growth Strategy

Corporate Restructuring

Multinational Finance

Financial Reporting & Process Implementation

Wes's Key Strengths

Key Strengths

Wes's Key Strengths

Raising Capital

Finance & Growth Strategy

Corporate Restructuring

Multinational Finance

Financial Reporting & Process Implementation

Recent News & Articles By Jerry Vance

7 Things to Know Before Hiring a Capital Advisor

Top 5 Benefits of Outsourcing Human Resources

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