Expert Outsourced CFO & HR Services

Conquer the Road Ahead by Elevating Financial Strategy, Overcoming Challenges, Maximizing Profits & Accelerating Growth


Our outsourced CFO team empowers your business by elevating financial strategy, maximizing profits & accelerating growth.

Success Stories

Explore case studies to see how the Preferred CFO expert outsourced CFO team has elevated the success of companies like yours.

Free Consultation

How can we help? Speak with an expert CFO to discuss how Preferred CFO can help your business achieve your goals–faster.


Preferred CFO provides Outsourced CFO & Controller services to companies seeking to elevate financial strategy, overcome challenges, maximize profits & accelerate growth. Preferred CFO’s outsourced CFOs & controllers have decades of experience developing successful financial strategies. Our CFOs are experienced in working with organizations of all sizes, industries, and stages. In addition to financial services, Preferred CFO also offers outsourced HR services that optimize employee performance and satisfaction in alignment with financial strategy.

Explore our specialties below or contact us to learn how Preferred CFO can help your organization achieve its goals faster.

Outsourced CFO Services Denoted by Briefcase

Outsourced CFO Services

Preferred CFO is the most experienced active outsourced CFO team in the country. Our CFOs specialize in forward-facing financial strategy to help your company see the road ahead. Our strategies help your business overcome obstacles & achieve your goals faster & more efficiently.

Outsourced Controller Services

Outsourced Controllers

Preferred CFO is a full-service outsourced financial team, which means in addition to CFOs, we also have outsourced controllers. Our controllers are experts in record-keeping, monthly closes, & reporting. Our controllers organize your books and processes, prepare reports & support your financial strategy.

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Outsourced HR Services

Human Resources are a critical part of managing a growing business, from hiring to benefits, compensation strategies, training & more. With expert outsourced HR services, you can get the Human Resources support to make your company more effective and compliant without the in-house cost.

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Financial Forecasting

Turn on the headlights with a financial forecast. If you don’t have an up-to-date financial forecast, our fractional CFO team can help. Our CFOs have developed countless of long and short-term financial forecasts for companies of all sizes & industries. A financial forecast can cut costs, prevent waste, and help achieve goals faster.

Outsourced Controller Services

Raising Capital

Raising capital can be stressful, but Preferred CFO can help get you in the door and make the process go more smoothly. We bring experience, strategy, and clout to your organization. Our capital raising experts have helped raise hundreds of millions of dollars of debt & equity capital and are highly respected in the industry.

Cash Flow Management CFO Services

Cash Flow Management

If your company is currently experiencing cash flow issues such as tight margins, high expenses, inventory tying up cash flow, or high accounts receivable, our outsourced CFOs can help. The Preferred CFO team is expert at strategizing spending, making cost cuts, analyzing contracts, and optimizing financial systems.

Talk to an Outsourced CFO Today

Contact us to speak with one of our CFO experts. Schedule a free financial consultation or discuss how an outsourced CFO may be able to help your company achieve its goals faster.


Our team consists of some of the top Virtual CFOs, controllers, and bookkeepers in the industry. We can function as a complete outsourced finance team for your organization or augment existing teams.

How can we Help?

Hiring an outsourced CFO isn’t an expense, it’s an investment. Your CFO will help you accelerate growth, maximize resources, improve profit margins, and optimize systems in your business. Our end goal is to transform your company into a higher functioning, more profitable company poised for strategic success.

Elevate Your Strategy

A high-impact financial strategy is more than just goals and budgets. It also requires optimizing existing resources, maximizing profits, and designing a forward-facing blueprint to get from where you are to where you want to go.

Accelerate Growth

Whether you’re experiencing challenges from high-growth or have hit a plateau, Preferred CFO can help. Our outsourced CFOs can optimize your growth through detailed forecasting, operational plans, and enhanced systems.

Prepare for a Transaction

Many companies to choose hire an outsourced CFO when they are planning to raise capital, anticipating a merger or acquisition, or are preparing the company for a successful exit. Your CFO can help prepare for a transaction and navigate terms.

Preferred CFO is a first class organization who stepped up to the challenge for my company when we were going through a major transition. They ultimately ran our accounting department and prepared financials for for the sale of the business. This was a very complex operation that was handled with grace and professionalism. I would highly recommend Preferred CFO to anyone looking for top shelf outsourced CFO services!

– Jonathan Sherrill
Quicken Steel

Our Real Estate company was on mission to move from Founder to Firm. We knew we needed experienced leaders to make this happen and we found precisely what we were looking for with Preferred CFO. There was almost instant value added to the team once we got to work. The level of insight and guidance is amazing and we are only getting started. We highly recommend their services. They truly commit and buy-in to the company’s success.

– Vince Gonzalez
Watters Int’l Realty

We engaged Preferred CFO about 8 months ago when our controller left. We were looking for both accounting services and a higher level of CFO type services but without the cost of a full time CFO. Preferred CFO assigned David G as our fractional CFO and Julie T as our accountant. We could not be more pleased with their service to date. They prepare our monthly financials, work with our auditors, help out with weekly payroll and accounts payable, assist with cash flow budgeting for new clinics and a number of other services at a fair and reasonable cost. I would highly recommend Preferred CFO.

– Robert T.

We have been engaged with Preferred CFO for about a year now and have been very happy with our investment thus far. Our CFO, Wes, has been a delight to work with and is extremely competent in all areas of finance and accounting. He is responsive, experienced, and very professional. I highly recommend Preferred CFO and look forward to the continued growth of our business as a result of this partnership.

– Emilee M.

Jill Tavey has done an excellent job for our company. We were struggling without a CFO, and she has provided the financial guidance we needed to stabilize and grow. Because of Jill, we are looking forward to a stellar year, and I highly recommend her.

– Carleen T.

We have been working with the team at Preferred CFO for almost six months. Wes, dove head first into understanding our business (something that is not the easiest task), helped to put some necessary financial reporting and structure in place, as well as continues to work with our internal team on projects & initiatives to drive our business forward.

– Jenn G.

Contact Us

How can we help? Send us a message or give us a call so we may answer your questions and discuss your business needs.


Explore the latest news, articles, publications & research from our expert outsourced CFO team

Ten Important Accounting Changes in 2024

Ten Important Accounting Changes in 2024

In 2024, several accounting practices and processes have evolved to adapt to technological advancements and changing regulatory landscapes. These accounting changes and updates are designed to enhance accuracy, efficiency, and compliance in financial reporting. They involve the implementation of Artificial Intelligence and blockchain...

What Does a Chief Financial Officer Do?

What Does a Chief Financial Officer Do?

Introduction A Chief Financial Officer, or CFO, is a senior executive responsible for managing the financial actions of a company. The CFO's duties include tracking cash flow, financial planning, analyzing the company's financial strengths and weaknesses, and...


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478 S 100 E
Salem, UT 84653

Elevate your financial strategy, accelerate growth, overcome challenges, and maximize resources with our outsourced fractional CFO team. We look forward to working with you!