CFO Services for SaaS Companies

Increasing the Financial Strategy of your SaaS Company to Increase Profits, Improve Cash Flow, & Design a Blueprint for Financial Success. Fractional SaaS CFO and Consulting is our speciality.

SaaS CFO Experts

SaaS is one of the fastest growing, most in-demand industries in our economy today. SaaS companies are seeing fast growth, increasing expectations, and more need than ever to improve product offerings to stay competitive in a dynamic industry.

Our expert fractional SaaS CFOs & consultants can help your company grow faster and more sustainably, avoid and overcome common industry challenges, and generate increased value for employees, founders, and investors.

Services Provided by Our SaaS CFO Team

Our SaaS CFOs and consultants are experts in the industry, helping SaaS companies accelerate and manage growth while increasing the company’s bottom line. Below are some of the most common services we offer SaaS companies; however, it is not a comprehensive list. Whether you need a temporary fractional chief financial officer, or a an expert SaaS financial consultant, we are here to help.

If you have a challenge you’re facing that you don’t see below, please reach out!


Fast & Accurate Reporting

Your reports should be timely, detailed, and—most importantly—accurate. Our expert fractional SaaS CFOs will help optimize your reporting process to improve efficiency, provide the information you need to make important business decisions, and significantly improve accuracy.

Improve Business Intelligence

We believe the best business decisions are made by combining business data, industry trends, and industry expertise. Our expert SaaS CFO consultants optimize your company’s existing systems while empowering you with business intelligence tools that provide the metrics & insights you need.

Optimize Cash Flow

Cash is king, but the dynamic subscription model, customer churn, product development, and more can sometimes mean less than optimal cash flow in a SaaS company. Our SaaS fractional CFOs will help you become more capital-efficient to provide more optionality as your company grows.

Raise Capital

The right type of capital at the right times and in the right amount can make or break your success (and cap table). Our SaaS CFOs and consultants have raised hundreds of millions of dollars of capital. Let us help provide forecasting, relationships, and expertise to help your raise go as smoothly as possible.

Prepare for an Exit

Many SaaS companies ultimately aim for a strategic exit. Our expert SaaS CFO team has helped facilitate multiple mergers and acquisitions with SaaS companies, including a $1.8B acquisition by Adobe. We can assist in due diligence, contract negotiations, and maximizing shareholder value.

Accelerate Growth & Profitability

Accelerating the growth and profitability of your SaaS company comes down to having the right tools, systems, and processes to sustain growth and maximize profits. Our SaaS consultants and fractional CFO team will help with compensation plans, hiring strategies, pricing models, costing, contracts, forecasting, and more.

Using Business Data to Improve your SaaS Company’s Profitability & Success

Many SaaS companies started out bootstrapping their way into the industry, which usually means spreadsheets and basic accounting software was cobbled together to take care of basic financial and accounting needs. However, what got you where you are now will almost never get you where you want to go!

Preferred CFO helps to streamline your financial systems and business intelligence, then helps use business data combined with industry metrics to optimize your path to success. Improve your systems, maximize your profitability, sustain accelerated growth, and meet—or exceed—your business goals.

Why do I Need a SaaS CFO Consultant?

SaaS CFOs are about so much more than just accounting. They help drive company value, accelerate sustainable growth, overcome financial challenges, and design a blueprint for success.

When you partner with Preferred CFO and our fractional SaaS experts, you can expect us to create an expert financial forecast that uses business data and industry trends to plan and predict expenses, revenues, and plans for growth (including when to raise capital and in what amounts, when to make strategic hires, when to release new products, etc.). We will also take a detailed look at your existing cash flow and help make adjustments to improve working capital, optimize expenses, and improve shareholder value. Finally, our fractional CFOs and controllers we will streamline your reporting systems to ensure the different arms of your SaaS company are working together to improve the timeliness and accuracy of reporting so you can better rely on data to inform more strategic business decisions.

Is your SaaS company experiencing any of the following?

  • Slow End of Month Close
  • Not Receiving Timely Reports or Business Intelligence
  • Feel Like Many Decisions are Made on Assumptions or Guesses Instead of Data
  • No 5-Year Forecast or Detailed Long-Term Financial Plan
  • Lack Confidence in Costing
  • Trouble Defining Consistent Metrics
  • Lack Confidence in the Accuracy of Your Data
  • Need to See Improved Cash Flow
  • Reporting Systems are Not Conducive to Recurring Revenue Model
  • Preparing to Raise Capital
  • Preparing for an Exit

Why Choose Preferred CFO?

Preferred CFO has provided expert outsourced CFO services to companies of all sizes, industries, and stages of growth for over 15 years. Our team of CFO experts consist of some of the most talented financial minds in the CFO industry. Each has been handpicked for his or her exceptional talent in finance and diverse industry and project experience. The result is a well-rounded team that can overcome any challenge and excel in any goal your company may have.

When your SaaS company chooses to partner with an outsourced CFO company, you are maximizing the expertise you receive while minimizing costs. We always advise our clients to consider expert CFO consulting services an investment, not an expense! We believe you should only hire Preferred CFO if you can see a clear ROI in the future.

How can Preferred CFO drive real, measurable impact for your company? Contact us today for a no-obligation consultation with one of our CFO experts!


Talk to an expert CFO

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Corporate Office

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!