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

Driving Profit: Smart Financial Moves for Car Dealerships
Car Dealership Financial Management

Driving Profit: Smart Financial Moves for Car Dealerships

May 17, 2025 11:29:25 PM 2 min read
Navigating Tariff Impacts on Your Business
Tariffs impacting imported goods on a container ship from China by Preferred CFO

Navigating Tariff Impacts on Your Business

May 9, 2025 5:29:59 PM 3 min read
Do You Need a Part-time, Full-time, or Fractional CFO?
Which CFO to choose?

Do You Need a Part-time, Full-time, or Fractional CFO?

May 9, 2025 10:30:33 AM 4 min read