Kourtney Swan is a successful CFO consultant with a strong background in accounting, general contracting, startups, home building, and software.

She is an accomplished financial executive with a robust foundation across multiple industries. Her career spans over 14 years & significant roles from CFO to Controller where she has driven financial audits, optimized processes, and spearheaded strategic planning and coordination efforts.

Her strategic expertise encompasses litigation financing, company closures, and the development of internal controls and financial audits. She has provided transformative financial makeovers, aiding businesses in achieving their growth objectives. Kourtney has also managed substantial cash flows and executed due diligence for high-stake sales, overseeing financial aspects of property transactions and cost management, as well as guiding companies with revenues exceeding $1B through audits and internal control testing.

Kourtney's disciplined yet creative approach makes her an invaluable leader in navigating complex financial landscapes across diverse sectors and industries.

Industry Experience

  • Big Four Public Accounting
  • Startups
  • General Contracting
  • Software Management
  • Construction
  • Real Estate
  • Financial Consulting

Areas of Expertise

  • Accounting
  • Cash Flow Management
  • Financial Planning
  • Investor Relations
  • Insurance
  • Mergers & Acquisitions
  • Budgeting
  • Forecasting
  • Automation

Education

  • MSA, Accounting - UNC at Greensboro
  • BAcc, Accounting - UNC at Greensboro
  • CPA, Certified Public Accountant

Recent News & Articles

8 Trends In HR & Recruitment For 2025: It's Time To Adapt
A team of employees with the sun setting behind them with their arms raised and backlit from Preferred CFO HR outsourcing

8 Trends In HR & Recruitment For 2025: It's Time To Adapt

May 28, 2025 5:38:26 PM 4 min read
Small Business Cash Flow Management Strategies

Small Business Cash Flow Management Strategies

May 23, 2025 3:02:03 PM 4 min read
From Bootstrap to Billions: Your Ultimate Guide to Raising Capital in 2025
Business funding strategies for 2025

From Bootstrap to Billions: Your Ultimate Guide to Raising Capital in 2025

May 22, 2025 8:14:52 PM 5 min read