Fractional CFO Services
Preferred CFO offers expert fractional CFO services to elevate your financial strategy, help your company overcome challenges, accelerate growth, raise capital, increase shareholder value, and help your business succeed.
- Improve Financial Stability & Growth
- Resolve Cash Flow Challenges
- Raise Capital (Debt or Equity)
- Improve Reporting & Record Keeping
- Optimize Systems for Scalable Growth
- Provide Long- & Short-Term Forecasting
- Organize Historical Financials
- Create Long-Term Financial Strategy
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Fractional CFO Services Offered by Preferred CFO
Preferred CFO’s expert fractional CFO services include solutions to help you overcome challenges, accelerate growth,
prepare for transactions, increase shareholder value, and achieve goals.
Below are some of our most common fractional CFO services. These are just a brief overview of some of the
services we offer. For more information about our high-level fractional CFO consulting services, contact us.
Optimize your Financial Strategy
The best strategic business decisions are based on information. Let our fractional CFOs take your financial strategy to the next level by improving your business intelligence and reporting, improving weak spots and challenges, and using current performance and industry trends to optimize your financial strategy. The result is a long-term, successful strategy and the systems to maintain it.
Resolve Cash Flow Challenges
Prepare for & Manage Growth
Growth is good, but unsustainable growth can be a recipe for disaster. Our fractional CFOs will help put the right systems in place to ensure your growth is healthy and sustainable. This includes strategies for cash flow management, supply chain management analysis, payment terms optimization, financial systems improvement, forecasting, budgeting, and more.
Raise Capital
Prepare for a Transaction
Forecasting & Budgeting
Why Hire a Fractional CFO?
A fractional CFO offers high-level financial strategy without the cost of a comparably experienced in-house CFO.
Fractional CFOs are MUCH more than just record keepers. They have the expertise and industry experience to move the needle in your business. We tell our clients to consider your expert, Fractional CFO to be an investment, not an expense. You should see a significant ROI in the form of improved profit margins, increased revenue, decreased overhead, faster (more sustainable) growth, better cash flow, and more.
How can a Fractional CFO take your business to the next level? Contact Preferred CFO today so we can discuss your situation.
About Preferred CFO
Preferred CFO has offered expert fractional CFO services for nearly two decades. With a team of handpicked CFOs from diverse backgrounds, Preferred CFO has helped clients nationwide grow their companies, achieve successful exits, raise hundreds of millions of dollars of financing, optimize operations and cash flow, increase shareholder value, and accelerate growth.
Preferred CFO is a full-service financial firm. Our team includes fractional CFOs who guide financial strategy and analysis, experienced outsourced controllers who work with your fractional CFO and your company for financial reporting and analysis, virtual bookkeepers who can help with record keeping and accounting tasks to augment or replace an in-house team.
Preferred CFO has serviced clients across the U.S. including Denver, Dallas, Fort Worth, San Diego, Boulder, Chicago, Cleveland, San Jose, Los Angeles, New York, and more. While many of our services can be completed remotely, our handpicked CFO team is located at several strategic locations across the United States, and we are always willing to schedule regular or situational meetings in-person. This is a great option if you need a fractional CFO to show up for board meetings, negotiations, to train employees, supervise transitions, to work through challenges, or to oversee programs or growth.
For more information about Preferred CFO’s fractional CFO or controller services, or to discuss your company’s particular needs, contact us today.
Answers to Your Questions
What is a Fractional CFO?
A fractional CFO is a financial expert who provides strategic advisory, forecasting & budgeting, systems optimization, capital-raising assistance, or other CFO services on a part-time or project basis. “Fractional” means the CFO works for a single client on a predetermined limited basis, usually working with a small handful of clients at a time. This means the cost is often significantly lower than that of a comparably-experienced in-house, full-time CFO.
A fractional CFO provides high-level financial strategy, systems analysis and design, and operational optimizations. They can also help a company resolve challenges such as cash flow issues, raising capital, solving tight margins, implementing more efficient systems, or preparing for growth.
What are your fractional CFO rates or costs?
The rate or cost of a fractional CFO depends on what types of services you need, how many hours per month are needed, whether your services will include support staff such as controllers and bookkeepers, and the term (length in months) of the arrangements. Most of our agreements are 12-24 months to maximize impact, though we do offer shorter term project solutions. Let us put together a proposal for your specific needs by filling out our contact form.
What if we already have a CFO?
No problem! Our CFOs are great at working with in-house teams to train, implement systems, and elevate strategies.
What industries do you specialize in?
We pride ourselves in the diversity of our fractional CFOs’ industry backgrounds. With some of the most experienced CFOs in the industry, we specialize in everything from manufacturing, SaaS, communications, construction, medical devices, travel, security, retail, and solar, to education, medical & health services, mortgage, food and beverage, gas and oil, venture capital, and more. Not sure if we fit your niche? Let us know what you’re looking for and we will share our information sheets of the best fractional CFOs we have to fit your needs.
What if we don’t have any bookkeepers or controllers on staff?
Preferred CFO has full financial teams at the ready to help implement your financial strategies. Whether you’re only in need of a fractional CFO or also need supporting help from an outsourced controller or bookkeeper, we have experts on staff to help.
Why hire a fractional CFO instead of hiring in-house?
The main reasons a company chooses to hire a fractional CFO over an in-house CFO are because they can’t afford a full-time CFO hire, they want to maximize experience and value for the cost, they have only a temporary situation (like an audit or capital raise) that they need CFO assistance with, or because they’re ready to take their financial strategy to the next level. Fractional CFOs maximize experience and impact while minimizing in-house cost and commitment.
Recent Projects
Read details from some of our recent outsourced CFO partnerships.
Energy Management Corporation
DPS Skis
Diversified Management Services
Let’s Talk
Fill out our contact form and a CFO will be in touch to answer your questions or give you more information about our fractional CFO services.
Recent Articles & Insights
Read recent financial and strategy articles written by our expert CFOs.
The Art of Letting Go: A Guide to Selling a Business
Selling a business can be one of the most transformative and emotionally charged decisions an entrepreneur will ever make. Whether you’ve been building it for years or inherited it from family, your business likely holds significant personal value. Deciding to let go...
The Outsourced Controller: A Secret Weapon for Financial Stability
As unsung heroes of financial management, outsourced controllers can bring significant benefits that go well beyond basic bookkeeping.
Beyond the Numbers: Uncovering Hidden Insights in Internal Audits
When it comes to internal financial audits, numbers often take center stage. Financial ratios, variances, and performance metrics are all essential, but true value lies in the insights hidden behind these figures. These insights can reveal much more than compliance or...
