External CFOS

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.

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.

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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.

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,

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

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

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

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.”

Patricia-Goede-1

Patricia Goede

CEO, VisualShare

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