Expert External CFO Services for Strategic Growth

Our external CFOs bring decades of financial expertise to help you navigate challenges, refine strategies, and prepare for growth.
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External CFO Solutions

We offer customized services, including financial forecasting, strategic consulting, and capital raising, tailored to meet your company’s specific needs without the cost of an in-house CFO.

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Inbound Marekting

A business methodology that attracts customers by creating valuable content and experiences tailored to them.

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Social Media

Websites and applications that enable users to create and share content or to participate in social networking.

Describe your image

Branding

The promotion of a particular product or company by means of advertising and distinctive design.

Describe your image

Inbound Marekting

A business methodology that attracts customers by creating valuable content and experiences tailored to them.

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Fine-Tune Your Strategy

An external CFO will assess your cash flow, systems, and processes to identify areas for improvement and optimization

Optimize Cash Flow

An expert CFO helps optimize your spending, identifying key areas to focus on and maximizing your resources for efficient operations.

Prepare for Growth

Preferred CFO supports stable, sustainable growth for businesses expanding, undergoing transactions, or experiencing rapid growth.

Raise Capital

Secure the funding you need with expert guidance. We help prepare documents, oversee due diligence, and navigate the best debt-equity mix to ensure timely capital raises that align with your growth strategy.

Prepare for a Transaction

Whether you're planning a merger, acquisition, or exit, we ensure a smooth process and the best possible deal. We'll analyze your options, weigh risks, and help create a strategy that aligns with your vision.

Forecasting & Budgeting

Turn your goals into reality with precise financial forecasting and budgeting. We create tailored short- and long-term forecasts to guide your business toward its objectives with clarity and confidence.

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All our services are highly oriented and tuned up.

Why Choose an External CFO?

As your business grows, managing financial complexities can be challenging, but a full-time CFO may not be feasible. An external CFO offers expert financial guidance on a flexible, part-time basis, providing the strategic insight you need without the high cost. Whether you're optimizing cash flow, preparing for growth, or handling major transactions, an external CFO delivers high-level expertise tailored to your business.

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Key Benefits of Hiring an External CFO

With Preferred CFO, you access a team of experts with decades of experience. We tailor our services to your needs, driving growth and long-term financial stability at a fraction of the cost of in-house leadership.

Frequently Asked Questions

What is an External CFO?

An external CFO offers part-time or project-based financial expertise, providing high-level strategy, budgeting, and operational solutions. They help with cash flow, raising capital, improving systems, and preparing for growth,

What are your CFO rates?

Rates depend on services, hours needed, and contract length. Fill out our contact form for a customized proposal.

What if we already have a CFO?

We can collaborate with your in-house CFO to implement systems, train teams, and elevate financial strategies.

What industries do you specialize in?

Our CFOs have experience across diverse industries, including manufacturing, SaaS, healthcare, retail, and more. Contact us to see if we fit your specific needs.

What if we don’t have bookkeepers or controllers?

Preferred CFO can provide full financial teams, including outsourced controllers and bookkeepers, to support your strategies.

“Preferred CFO helped us successfully raise our first round of funding, and is currently supporting our second round. We’ve felt confident knowing that our CFO can jump on a call to field questions on our behalf. Our financial projections carry more weight with the Preferred CFO reputation. They were able to help us with a high-level solution that we would not have been able to replicate or afford any other way given the position our business was in.”
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Patricia Goede
CEO, VisualShare

Recent Projects

Read details from some of our recent outsourced CFO partnerships

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