Talk with a CFO or HR expert, No Strings Attached

We provide free, no obligation financial reviews for your business. Just enter your information in the form on this page and our administrator will reach out to you shortly to schedule your free consultation and review.

The more information you can provide the better we will be able to help you and your company.

Preferred CFO has been helping companies achieve their financial goals since 2013.

We look forward to speaking with you!

a small group of business people having a consulation

All businesses, large and small, need guidance and leadership. If you are looking for help with your financial, human resources, or accounting leadership you have found the right partner.

When you schedule your free consultation you will be able to speak with an actual CFO with years of experience. We know CFO.

Preferred CFO has been helping companies meet their financial goals since 2013.

Free Consultation Form

Recent Preferred CFO News

Learn more and discover the values of Fractional CFO services, CFO consulting, financial management, outsourced HR, and more on the Preferred CFO insights blog.

Forecasting the Storm: How Smart CEOs Use Financial Scenarios to Survive—and Win—During Economic Downturns
Planning to weather the storm

Forecasting the Storm: How Smart CEOs Use Financial Scenarios to Survive—and Win—During Economic Downturns

Economic downturns rarely arrive with a polite warning. One quarter feels “soft,” …

Dec 31, 2025 9:55:26 AM 5 min read
The Financial Documents Investors Demand Before Writing a Big Check
Investor review

The Financial Documents Investors Demand Before Writing a Big Check

When investors consider making a significant investment in a company, they are not…

Dec 22, 2025 11:17:52 PM 5 min read
What Fractional CFOs Actually Do: Beyond the Numbers
Fractional CFO

What Fractional CFOs Actually Do: Beyond the Numbers

Most leaders reach a point where financial decisions start to shape the entire fut…

Dec 15, 2025 11:46:29 PM 6 min read