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How can our outsourced CFOs help you achieve your financial goals?

What are Outsourced CFO Services?

Outsourced CFO Services are services provided by a highly-experienced CFO on a project- or part-time basis. These services generally include strategies to maximize profitability, overcome financial challenges, prepare for growth, or facilitate a transaction.

Common Outsourced CFO Services:

Below are some of our most common outsourced CFO services. Our CFOs are experienced in dozens of industries and have hundreds of thousands of hours of project experience.

If you’re unsure whether we provide service that fit your needs, contact us! Our financial experts are available via phone or email to discuss your business goals or challenges.

  • Long- or Short-Term Forecasting & Budgeting
  • Cleaning up Historical Accounting to Prepare for a Transaction or Financing Round
  • Resolving Cash Flow Challenges
  • Maximizing Profitability
  • Implementing Systems to Facilitate More Stable, Scalable Growth
  • Assisting in Raising Capital Through Debt or Equity Financing

Why Choose an Outsourced CFO?

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 CFO or financial team in place and may need high-level consulting services 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.


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.


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


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.

Our tagline is “The Confidence of Knowing.” This highlights our commitment to help companies “turn on the headlights.” We believe that knowledge and data can take the guesswork out of success and set a more distinct path for how to get from where you are to where you want to go. By using historical data, industry trends, and expert projections our outsourced CFOs help companies make better strategic business decisions.

Whether you’re augmenting your existing financial team to round out your financial strategy or are in need of a full financial team without the in-house cost, Preferred CFO’s Outsourced CFOteam can help.

Our Services

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 of growth.

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


Fractional CFO Services

Fractional CFOs are outsourced CFOs providing part-time, contract CFO services to companies. This is an excellent option for companies that do not yet need the services of a full-time CFO but have growth or challenges that necessitate a higher level of financial expertise. Fractional CFOs help companies resolve challenges, elevate financial strategy, & maximize profitability.

Outsourced Controller

Outsourced Controller Services

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

Outsourced CFO Services

Outsourced CFO Services

Preferred CFO is the most experienced outsourced CFO team in the country. Our CFOs specialize in forward-facing financial strategy to help your company overcome obstacles & achieve your business goals faster & more efficiently. Our team works to help drive your business forward, maximize profitability & shareholder value, raise capital, & optimize your exit strategy.

Raising Capital Advisor

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 andare highly respected in the industry.

Cash Flow Issues

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 fractional CFOs can help. Our CFOs are experts at strategizing spending, making cost cuts, analyzing contracts, and optimizing financial systems.

Financial Forecasting

If you don't have an up-to-date financial forecast our fractional CFO team can help. Our CFOs have developed hundreds of long- and short-term financial forecasts for companies of all sizes & industries. A financial forecast can cut costs, save waste, and help you achieve your growth goals faster & more efficiently.

CFO Consulting Services

Financial Strategy Consulting

Your organization can achieve new heights with a strategic CFO financial strategy consultant. Our expert financial advisors work with your existing team to elevate your financial strategy, overcome challenges, prepare for growth, or facilitate change. Tap into our expert CFO advisors & consultants today.

Outsourced Bookkeeping

Preferred CFO understands the importance of maintaining accurate, up-to-date financial records. Our outsourced bookkeepers can help support financial strategies developed by our fractional CFOs, augment existing teams, or can play an external part-time bookkeeper role for your company.

Financial Systems Consulting

Expert Systems Consulting

In business, everything is operations. Our systems consultants have optimized financial & operational systems for decades. Cut fat, optimize efficiency, and upgrade your legacy systems to align with your modern goals. A systems upgrade can save you time & money while preparing you for scalable growth.


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478 S 100 E
Salem, UT 84653

  • Expert Fractional CFO Team
  • Consulting CFOs
  • 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!