Outsourced CFOs

Outsourced CFO Services That Strengthen Your Financial Operations

When your company is growing quickly or facing increased complexity, you need more financial direction than a bookkeeper or accountant can provide. Outsourced CFO services give your business the experience of a senior financial leader who brings clarity to your financials, improves cash flow, and ensures your operations support the future you’re trying to build. You gain the same strategic leadership as a full-time CFO, but with a level of flexibility — and cost efficiency — that fits your current stage of growth.

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.

Cost-Effective Expertise

Get top-level financial strategy without the expense of a full-time hire, paying only for the services you need.

Custom Financial Solutions

Receive tailored strategies for your specific challenges, including cash flow optimization and growth planning

Flexible and Scalable Support

Your external CFO provides part-time or project-based services, adapting as your business evolves.

Long-Term Growth Focus

We help build a sustainable financial blueprint that ensures both immediate results and long-term success.

When to Consider an Outsourced CFO

Many organizations reach a point where their internal team can’t keep up with growing financial demands. Whether you’re experiencing rapid expansion, navigating cash flow challenges, or preparing for significant operational changes, an outsourced CFO brings the experience and structure needed to help you stay in control.

You may be ready for outsourced CFO support if you are facing:

Rapid growth without mature financial operations

Inconsistent cash flow or profitability

Limited forecasting or planning capabilities

Gaps in accounting oversight or internal controls

Difficulty interpreting financials or making data-driven decisions

Investor, board, or lender reporting requirements

Operational inefficiencies that affect financial performance

Financial Strategy & Planning

Long-term financial strategy
Executive reporting and leadership support
Budgeting and forecasting
Scenario modeling and strategic analysis

Cash Flow & Operational Improvements

Cash flow modeling and planning
Margin and pricing evaluation
Cost structure improvements
Departmental performance insights

Accounting Oversight & Controls

GAAP compliant processes
Improved reporting accuracy
Oversight of accounting teams
Internal control design and cleanup

Support for Growth, Funding, and Change

Lender and investor communication
Due diligence and audit preparation
Capital raise and financing support

Strategic Leadership & Business Planning

Strategic financial roadmap
Long-term planning
Board- and investor-ready reporting

Cash Flow & Profitability Management

13-week and long-range cash flow models
Margin optimization
Pricing analysis and market evaluation

Accounting & Reporting Oversight

Accounting team management
Monthly close review
GAAP guidance and compliance

Operational Financial Improvements

Systems analysis and workflow improvements
KPI tracking and dashboard development
Financial process standardization

Outsourced CFO Frequently Asked Questions

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.

External CFO rates depend on services, hours needed, and contract length. Fill out our contact form for a customized proposal, free of charge. You can also read about regular cost structures here in a recent article about the cost of a fractional CFO.

Already have a financial leader or chief financial officer? We can collaborate with your in-house CFO to implement systems, train teams, and elevate financial strategies. Whether you need a fractional CFO partner or someone to evaluate your current CFO leadership, we can help you navigate the landscape.

Our CFOs have experience across diverse industries, including professional services, manufacturing, SaaS, healthcare, retail, real estate, construction, hospitality and more. Contact us to see if we fit your specific needs, and we can set up a free, no obligation consultation to see how we can help.

That is not a problem and won't stop you from success. Preferred CFO can provide full financial teams, including outsourced controllers, bookkeepers, and accountants in addition to our external CFOs to support your business strategies.

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.

“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.”

Patricia Goede

CEO, VisualShare

Optimize Your Financial Strategy

Strategic decisions rely on accurate insights. We enhance your financial strategy by refining reporting, addressing weaknesses, and leveraging performance data alongside industry trends. The result? A future-proof strategy designed for sustained success.