Outsourced CFO Services
Our outsourced CFOs can guide you through challenges, help fine-tune your strategies, and prepare your company for growth or transactions.
- Outsourced CFO Services
- Financial Forecasting
- Strategic & Financial Consulting
- Raising Capital
Fill out the form and one of our expert CFOs will be in touch shortly.
Outsourced CFO Solutions
An outsourced CFO elevates your company strategy by adding a top-of-the-line expert with decades financial, corporate, and systems experience–without the in-house cost.
Each situation is different. We will customize your outsourced CFO services to fit your company’s particular needs. While our project experience is diverse, our common outsourced CFO services include:
Fine-Tune Your Strategy
Optimize Cash Flow
Prepare for Growth
If you are expanding geographies or product offerings, engaging in a transaction, or experiencing high levels of growth, Preferred CFO can help support your growth for more stable, sustainable outcomes.
Raise Capital
Prepare for a Transaction
Forecasting & Budgeting
Our outsourced CFOs have significant forecasting and budgeting experience and will develop/optimize short- or long-term forecasts and budgets to create a precise blueprint to help you get from where you are to where you want to go.
Why Hire an Outsourced CFO?
In-house CFO salaries are expensive, and that’s not including benefits or bonuses. Depending on your company’s size and complexity, you may need the help of a CFO before you have enough work to keep that CFO busy full-time, or enough revenue to justify the expense. This often leads to companies putting off a CFO hire or hiring (or internally promoting) a less-experienced CFO for the position.
With an outsourced CFO, you receive top financial expertise only for the projects you need, and at a fraction of the cost of a full-time CFO of similar caliber.
About Preferred CFO
Preferred CFO is an expert outsourced CFO service with clients and locations across the United States. Founded by Jerry Vance, the most experienced active outsourced CFO in the country, Preferred CFO brings expertise, strategy, and growth to businesses of all sizes. Preferred CFO emphasizes strategy and believes that with the right “blueprint,” companies can achieve their goals in a sustainable and predictable way to maximize shareholder value and company success.
Answers to Your Questions
What is an Outsourced CFO?
An Outsourced CFO is a financial expert who provides strategic, budgeting, or problem-solving services on a part-time or project basis. An Outsourced CFO provides high-level financial strategy, systems analysis and design, and operational optimizations. They can also help a company resolve challenges such as cash flow issues, raising capital, solving tight margins, implementing more efficient systems, or preparing for growth.
What are your Outsourced CFO rates?
It depends on what types of services you need, how many hours per month are needed, and the term (length in months) of the arrangements. Let us put together a proposal for your specific needs by filling out our contact form.
What if we already have a CFO?
No problem! Our CFOs are great at working with in-house teams to train, implement systems, and elevate strategies.
What industries do you specialize in?
We pride ourselves in the diversity of our outsourced CFOs’ industry backgrounds. With some of the most experienced CFOs in the industry, we specialize in everything from manufacturing, SaaS, communications, construction, medical devices, travel, security, retail, and solar, to education, home health services, mortgage, food and beverage, gas and oil, venture capital, and more. Not sure if we fit your niche? Let us know what you’re looking for and we can see if we have an outsourced CFO to fit your needs.
What if we don’t have any bookkeepers or controllers on staff?
Preferred CFO has full financial teams at the ready to help implement your financial strategies. Whether you’re only in need of an Outsourced CFO or also need supporting help from an outsourced controller or bookkeeper, we have experts on staff to help.
Recent Projects
Read details from some of our recent outsourced CFO partnerships.
Energy Management Corporation
DPS Skis
Diversified Management Services
Let’s Talk
Fill out our contact form and a CFO will be in touch to answer your questions or give you more information about our outsourced CFO services.
Recent Articles & Insights
Read recent financial and strategy articles written by our expert CFOs.
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...
