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

How Much Does a Fractional CFO Cost?
Two people conducting business at a desk and calculating costs of a Fractional CFO from Preferred CFO

How Much Does a Fractional CFO Cost?

Jun 14, 2025 12:45:00 PM 10 min read
Five Common Finance Mistakes Made by Startups
Business owner running out of a building and losing money in their startup

Five Common Finance Mistakes Made by Startups

Jun 5, 2025 9:30:00 AM 4 min read
Kickstart Your Startup with a CFO Consultant

Kickstart Your Startup with a CFO Consultant

Jun 5, 2025 7:59:56 AM 3 min read