Managing Business Finances During a Crisis – Webinar
In this webinar, Jerry Vance, one of the most experienced outsourced CFOs in the nation and president of Prefered CFO discusses strategies for managing business finances during a time of crisis to mitigate loss.
About the Speaker
Founder, Managing Partner
Jerry Vance is one of the most experienced outsourced CFOs in the United States. He has provided CFO consulting and outsourced CFO services to over 300 companies in multiple industries
Request a Free Financial Consultation
Enter your information below and one of our outsourced CFOs will reach out to you to provide a free, no-obligation financial consultation. This is a great time to ask questions, review your current challenges (or opportunities!), and get advice for how to best poise your business for recovery and success.
About Preferred CFO
Preferred CFO is a high-level strategic outsourced CFO firm. While w’ere experts in historical financials, the most impactful strategy we bring to organizations is implementing a higher level of forecasting and strategy to scale and accelerate growth, optimize resources, overcome obstacles, and maximize shareholder value.
Our specialties include:
- Strategy & Forecasting
- Cost & Systems Optimization
- Lender/Investor-Ready Financials
- Financial Advisory
Recent Articles & Insights
What is a Fractional CFO?
A fractional CFO is an experienced CFO who provides services for organizations in a part-time, retainer, or contract arrangement. This offers a company the experience and expertise of a high-end CFO without the in-house cost—salary, benefits, and bonuses—of a...
What is GAAP and Why is it Important?
Generally Accepted Accounting Priciples (GAAP) Financial reporting is an important part of business that communicates the financial performance and results of a company. It records and presents information about the company’s financial position, revenues, expenses,...
Easing the Financial Year-End Close
The end of the fiscal year can be highly stressful for financial officers and corporate executives. The year-end closing procedure is time-consuming and sometimes brings unpleasant surprises. Particularly in times of economic downturn and short staffing, year-end...
Does My Business Need a Financial Advisor?
The wise business owner will “know what they don’t know,” and will seek the appropriate experts such as financial advisors to fill those gaps.
3 Reasons you Need a Financial Forecast
If Your Company Doesn't Have a Financial Forecast, You're Wasting Time and Money Every company has goals. Where do you want your organization to be 5 years from now? 10 years? Most even have a general idea of the benchmarks you need to hit to get there—"By increasing...
Determining the Payback Period of a Business Investment
Whether implementing a new software system, adding office space, acquiring another company, or any other substantial investment, companies want to know how long it will take to recoup the money they spend on major purchases. The way to determine this is by calculating...
10 Steps to Prepare for Raising Capital
Finding funding for your business is a process that takes a lot of time and effort, especially during the startup phase. Many entrepreneurs fail in their first attempts at fundraising because they are poorly prepared. Others get themselves into trouble by choosing the...
How Can a Fractional CFO Help You Save Money?
In these days of economic challenges and changes, many companies struggle with uncertainty about the future, seeking tools and resources to best position their businesses for financial success. Often it can be beneficial to bring in a financial advisor who has...
What is a Capitalization Table and Why Does it Matter?
Capitalization tables, commonly called “cap tables,” are highly useful spreadsheets maintained by companies that have multiple owners or investors. Cap tables are especially important for private companies at startup and in the early stages of the enterprise. They...