Fractional CFO Services

Optimize Your Financial Strategy

Gain clearer insights through refined reporting and address financial challenges. By leveraging data and trends, we help you build a strategy for long-term growth and resilience.

Resolve Cash Flow Challenges

Overcome cash flow hurdles by identifying problem areas like high receivables or excess inventory. We’ll help streamline your cash flow, ensuring better financial health and sustainable growth.

Prepare for & Manage Growth

Ensure sustainable growth with the right systems in place. We help optimize cash flow, improve financial systems, and provide forecasting to support healthy, long-term expansion.

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 a Fractional CFO from Preferred CFO?

Our fractional CFOs are financial experts who provide high-level strategy and support at a fraction of the cost of an in-house CFO. They offer more than record-keeping—they bring the expertise to drive profit growth, improve cash flow, and enhance operational efficiency, all tailored to your business needs.

With services like strategic advisory, forecasting, budgeting, systems optimization, and capital-raising assistance, our fractional CFOs help you address financial challenges and unlock growth opportunities. You get the flexibility of part-time or project-based support, giving you access to top-tier financial leadership without the full-time cost.

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Cost-Effective Expertise

High-level financial strategy and operational insights without the commitment of a full-time salary.

Enhanced Financial Performance

Resolve cash flow challenges, improve profit margins, and optimize systems for sustainable growth.

Flexible, Tailored Solutions

Support for specific needs—whether you’re raising capital, optimizing processes, or preparing for expansion

Frequently Asked Questions

The cost depends on the services you need, the hours required per month, and whether support staff like controllers or bookkeepers are involved. Most of our engagements are 12-24 months, but we also offer short-term project solutions. Fill out our contact form to receive a proposal tailored to your needs.

Absolutely! Our CFOs excel at collaborating with in-house teams, implementing systems, and elevating strategies to support your current CFO.

Preferred CFO has a complete financial team available. Whether you need only a fractional CFO or additional support staff, we have the experts to help you implement your financial strategy effectively

Hiring a fractional CFO is an ideal solution if you need top-tier financial expertise without the cost of a full-time executive, require support for a temporary situation (such as an audit or capital raise), or want to maximize the value and impact of your financial strategy.

Our fractional CFOs come from diverse industry backgrounds, covering sectors such as manufacturing, SaaS, communications, construction, healthcare, solar, education, and many more. Not sure if we fit your niche? Let us know, and we’ll share the best options tailored for your industry needs.

“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

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