A CFO is an investment, not an expense
OUTSOURCED CFO SERVICES
While our outsourced CFO team is expert in historical record keeping, our greatest business impact comes with implementing a high-impact forward-facing strategy. We drive real, measurable results by helping you “turn on the headlights” to improve confident decision-making and better align your business growth with short and long-term strategy, opportunities & goals. Our services are an investment with measurable ROI, not a burden of expense.
Customized CFO Services
Our engagement with you is designed specifically with your current challenges, opportunities, and goals in mind. Our team includes expert CFOs, controllers, and bookkeepers, which means we can offer full-service financial solutions as well as augment existing teams.
The outsourced CFO services we provide typically include common forward-facing strategies, including financial forecasting, cash flow strategy, and systems optimization. Depending on your organization, it may also include expert financial services such as raising capital, transitioning to accrual accounting, cleaning up historical books and records, negotiating vendor contracts, and more.
If you’re unsure whether we provide service that fit your needs, contact us. Our finance experts are available via phone or email to discuss your business goals or challenges.
- Financial Forecasting
- Maximizing Profitability
- Financial Modeling
- Operational Optimization
- Expanding Geographies
- Product or Service Line Growth
- Budgeting
- Cleaning up Historical Accounting
- Preparing for a Strategic Transaction
- Raising Capital (Debt/Equity)
- Resolving Cash Flow Challenges
- Systems Implementation
- Financial Reporting
- GAAP Accounting
- M&As
- Inventory Management
- Internal Controls
- Staff Training
- Annual Operating Plans
- Bookkeeping & Payroll Services
- Financial Forecasting
- Maximizing Profitability
- Financial Modeling
- Operational Optimization
- Expanding Geographies
- Product or Service Line Growth
- Budgeting
- Cleaning up Historical Accounting
- Preparing for a Strategic Transaction
- Raising Capital (Debt/Equity)
- Resolving Cash Flow Challenges
- Systems Implementation
- Financial Reporting
- GAAP Accounting
- M&As
- Inventory Management
- Internal Controls
- Staff Training
- Annual Operating Plans
- Bookkeeping & Payroll Services
Why Choose an Outsourced CFO Over an In-House Hire?
Many companies seeking outsourced CFO services do so because they need high-level financial strategy without the cost of a comparably experienced in-house hire. These companies may already have a financial team in place and may need higher-level expertise to overcome a challenge or facilitate growth. They may also have a limited financial team in place and are seeking to elevate their financial strategy to accelerate stable and scalable growth or prepare for a transaction.
Cost-Effective
Outsourced CFOs provide highly experienced financial expertise for a fraction of the cost of a comparably-experienced in-house CFO. This makes it a more cost-effective choice for companies experiencing growth, raising capital, preparing for a transaction, or mitigating a financial or operational challenge.
Experienced
An Outsourced CFO tends to have exceptional industry and project experienced. Our outsourced CFOs have decades of corporate financial experience in public, private, and non-profit sectors. We align our clients with the CFO on our team that can provide the best strategic advantage given project and industry experience.
Faster Results
Outsourced CFOs have a unique capability to hit the ground running. We see our services as an investment, not a cost. We seek to move the needle in your company by providing strategic services that will accelerate growth, increase profitability, optimize operations, or facilitate more successful transaction.
About Preferred CFO
Turn on the Headlights
While most businesses have procedures in place to keep complete and accurate historical records, most companies don’t utilize the tools or resources to maximize forward-facing visibility. When Preferred CFO refers to “turning on the headlights,” we mean using financial tools and expertise to better predict and control the future of your business.
When you partner with Preferred CFO, we implement tools and expertise to increase your confidence in business making decisions while strategically positioning your business to maximize opportunities and achieve your short and long-term goals.
Preferred CFO is a full-service outsourced CFO organization. Our team of experienced CFOs and financial controllers provides consulting and fractional CFO services to help companies achieve growth, overcome challenges, maximize profitability, and elevate their financial strategy. Learn how we can elevate your business performance and success bye cheduling a free consultation today.
Talk to an expert CFO
How can we help? Fill out your information below and we will be in touch shortly to answer your questions, discuss your business needs, or to provide a free financial consultation.
Corporate Office
- Expert Fractional CFO Team
- CFO Consultants
- Outsourced HR Services
- Fractional Controllers
- Bookkeepers On Staff
- Fundraising Services
- Operational Plans & Strategy
Elevate your financial strategy, accelerate growth, overcome challenges, and maximize resources with our outsourced fractional CFO team. We look forward to working with you!
