1 (801) 804-5800 info@preferredcfo.com

The Most Experienced Part-Time CFOs in the United States

Preferred CFO provides tailored full- and part-time CFO services, systems, controller, and strategic advisory solutions to organizations of all sizes.

Our Part-Time CFOs are experts in:

  • Overcoming financial challenges
  • Creating or optimizing financial strategy
  • Assisting in raising capital
  • Analyzing and improving systems

Our team consists of expert CFOs, systems advisors, controllers, and bookkeepers. This means we can provide CFO services to existing teams at every level, or can offer complete outsourced financial solutions to organizations without an in-house team.

 

Forecasting | Raising Capital | Systems & Operations Advisory | Cash-Flow Optimization | Improving Profitability

Talk to an Expert CFO Today

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.

MEET YOUR OUTSOURCED CFO TEAM

Our team consists of some of the top CFOs and Systems Advisors in the industry. These experts are supported by a team of expert controllers and bookkeepers to implement and support your strategic financial initiatives.

  • Jerry Vance

    Founder & Managing Partner

    Jerry Vance is the founder and managing partner of Preferred CFO. With nearly 2 decades providing CFO consulting services to over 300 organizations, Jerry is one of the most experienced outsourced CFOs in the United States. Jerry specializes in forecasting, equity fundraising, cash flow diagnosis and solutions, and strategic advisement.

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  • K. Scott Crawford

    Partner & Business Development

    Scott Crawford is an experienced business development expert and client experience specialist. His role at Preferred CFO is to develop new business relationships between Preferred CFO and strategic partners, as well as to work directly with CFOs and clients to ensure the company's clients have an optimal value experience.

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  • Jill Tavey

    CFO

    Jill Tavey has over 10 years of success in finance for various industries. Her ability to negotiate & shape strategic direction has propelled multiple companies through significant growth. Her experience includes strategic planning, budgeting & forecasting, raising capital, risk mitigation, audit management, & process improvement.

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  • Curtis Bigelow

    CFO

    Curtis Bigelow is an experienced finance professional with 20 years of finance experience. He has worked with a number of companies in a variety of industries, including SaaS, healthcare, and manufacturing. Curtis has a unique blend of financial, operational, & managerial expertise that lends him well to high-level, forward-thinking financial strategy.

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  • Tim Laukka

    CFO

    Tim Laukka is a vision-driven & goal-focused CFO with significant expertise in financial & operational leadership. He has a proven track record of excellence in developing and executing robust financial and operational strategies, extensive forecasting and reporting, and multiple corrective action plans to drive measurable business success.

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  • Carlos Bowden

    CFO

    Carlos Bowden is a financial leader with significant experience in driving financial strategy, growth, and successful exits for a range of global companies in a variety of industries. He has helped multiple companies navigate strategic acquisitions, establish operational policies & financial controls to ensure athletic positioning, & architect ERP systems.

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  • Wes Anderson

    CFO

    Wes is an experienced CFO with success building & implementing financial models, leading finance departments through significant growth, & coordinating corporate restructurings. Wes has significant international finance experience, including coordinating international corporate restructurings & building multinational financial models.

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  • Tiffany Kvitek

    CFO

    Al VanLeeuwen is an experienced CFO with significant operations experience. He has significant experience with global manufacturing, including successfully coordinating multi-continent pricing strategies; implementing an ERP system across six global manufacturing plants in the US and Canada.

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  • David Guyaux

    CFO

    David Guyaux brings over 25 years' experience as CFO, VP of Finance, and Controller roles in public and private enterprises. He has organized finances for companies to turn around operations and meet compliance and governmental requirements, as well as to prepare for M&A. David has an MBA from the University of Utah.

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  • Kyle Hill

    CFO

    Kyle is an experienced CFO with over 20 years in financial and audit management. His expertise includes financial forecasting, budgeting, and cash management. A veteran of the financial services industry, Kyle has served as CFO, COO, and Senior Auditor for organizations such as Arthur Andersen, LLP and CSI Capital Management, Inc. 

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  • Wayne Vance

    CFO

    Wayne Vance is an experienced CFO and finance expert with over 19 years of SaaS industry experience in both Silicon Valley and Silicon Slopes including raising over $85M in public and private funding, participating in and facilitating over 10 acquisitions, and playing a strategic role in the completion of a $1.8B sale of Omniture to Adobe.

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  • Al VanLeeuwen

    CFO

    Al VanLeeuwen is an experienced CFO with significant operations experience. He has significant experience with global manufacturing, including successfully coordinating multi-continent pricing strategies; implementing an ERP system across six global manufacturing plants in the US and Canada.

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  • Kodi Charbonneau

    Controller

    Kodi Charbonneau is an expert controller with significant experience in accounting functions, accounting team management, and process improvement. Her expertise includes cash flow management, AP/AR, purchasing, budgeting, journal entries & reconciliations, audit support, supply chain management, payroll, & more.

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  • Jim Ogan

    CFO

    Jim Ogan is a versatile finance and accounting professional with lengthy experience in financial leadership. He has significant expertise in strategy development as well as capital raises & transactions. Jim is especially talented in infrastructure optimization, helping to develop processes, systems, people & policies to support growth optimizations.

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  • Steve Koscik

    CFO

    Al VanLeeuwen is an experienced CFO with significant operations experience. He has significant experience with global manufacturing, including successfully coordinating multi-continent pricing strategies; implementing an ERP system across six global manufacturing plants in the US and Canada.

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  • Matt Moyes

    CFO

    Matt Moyes is a talented financial leader with experience in financial planning & forecasting, strategy & process improvement, exit strategies & more. During his time at the Scandia Company, Matt oversaw an over 40% increase in annual revenue growth & helped to strategic & execute a 15% increase in EBITDA margins.

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  • Jason Lachance

    CFO

    Jason is an impactful CFO with over 20 years of diverse experience in senior leadership & strategic finance roles. As a skilled leader, he has significant expertise in developing & executing financial forecasting and modeling, optimizing business resources and KPIs, and supporting national & international companies through significant growth.

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  • Don Calcote

    CFO / Consultant

    Don Calcote is a growth- and results-driven CFO with over 40 years of experience in strategic finance leadership. He has worked with public & privately-held companies in a wide range of industries. Don’s extensive experience and success in seeing a business through all stages of growth brings expert perspective & insight to the clients he supports.

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  • Annette Torres

    Controller

    Annette Torres is a detail-oriented Controller with over 18 years of financial experience. She has helped companies in multiple industries improve outcomes by implementing processes resulting in 50% faster financial statement publishing, reduced late filing tax penalties, & special payroll circumstances for 60k employees.

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  • Eric Dorfman

    CFO

    Eric Dorfman is a talented CFO with diverse experience in strategic finance and operational leadership for public & privately-held companies in a variety of industries. Eric has a track record of results-oriented leadership, including identifying & leading strategic business opportunities, analyzing value across complex enterprises, & more.

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  • Mike Paulsin

    CFO

    Mike Paulsin is a respected business & financial leader with significant organizational & financial expertise in a variety of economic landscapes in both public & privately-held companies & in multiple industries, including publishing, manufacturing, warehouse/wholesale distribution, e-commerce, service industries, food/beverage, and more.

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  • Cindi Ward

    Controller

    Cindi Ward has over 25 years of experience in operational Controller functions, including co-owning and managing a promotional products company. She has significant background in accounting, payroll, and taxes, as well as experience in industries spanning business & marketing, construction, financial institutions, & food/beverage.

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  • Sawar Uddin

    CFO

    Sawar Uddin is an experienced CFO with over 30 years in senior finance roles. Sawar has helped companies save $20M+ through productivity improvements, consolidations & contract negotiations. He has a record of improving company-wide processes, and has helped lead effective turnarounds, capital raises & strategic exits.

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  • Brenda Rees

    Controller

    Brenda Rees is an experienced finance professional with over 35 years of high-level operational experience as a Controller, Finance Director, & CFO in SaaS, Healthcare, & Retail Equipment industries. She has orchestrated multiple turnarounds & helped organizations optimize profitability to achieve strategic objectives.

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REVIEWS AND CASE STUDIES FROM OUR CLIENTS

  • Vincere

    Industry: Recruitment/SaaS

    With multiple entities across the globe, Vincere sought fractional CFO services to assist in consolidation, forecasting, SaaS metrics, and budget to actual review. Preferred CFO helped to clean up and consolidate accounting, provided forecasting, developed a strategic SaaS financial reporting package, and provided strategic leadership. Preferred CFO helped to support the company as they saw 2.5X growth over a 2-year period, eventually helping to facilitate a strategic sale.

  • Nepris

    Industry: Education/SaaS

    Nepris, Inc. sought fractional CFO services from Preferred CFO in the early stages of their revenue growth. Their goal was to set high financial standards early to keep the company’s finance strategies clean, complete, and optimized so they could continually maintain an athletic position to be able to take advantage of opportunities as they came.

  • Starburns Industries

    Industry: Entertainment, Television, Film, & Podcasting

    While serving as CFO for Starburns Industries, an independent television and film studio based in Burbank, California, Troy Skabelund, current Partner at Preferred CFO, completed a complete financial turnaround, bringing the company from only $700 in the bank to financial stability with an award-winning feature film and three television series with major networks.

  • Smart Rhino Labs

    Industry: SaaS, Technology, & Transportation

    While serving as CFO for Smart Rhino Labs, a recruitment marketing company in Salt Lake City, Utah, and one of Utah’s fastest growing companies, Preferred CFO converted accounting from a cash basis to an accrual basis, developed internal financial talent, established a robust financial forecast, populated a comprehensive data room, and assisted senior executives in strategic analysis and deal evaluation. The result was more reliable financial reporting, improved financial visibility, and a successful exit with a well-aligned strategic partner.

  • Jen Randall

    President

    "Preferred CFO had a strong influence in the successful sale of one of our business entities. Their work helped us to understand the value of each entity separately. Presenting a well- prepared and unified front to our buyers was a very important thing to us. Our assigned CFO was able to present accurate financials, articulate future expectations, and help describe where the company had been."

  • Bob Dunn

    Executive Director, Boys & Girls Club of South Valley

    "Preferred CFO has helped save us funds in a variety of ways. Our CFO has changed vendor services not only saving dollars but improving quality and results. He reviews our short and long term financial forecast recommending ways to prevent issues. He presents information to our Board of Directors so that it is easily understood and invests time in making sure the Board is comprehending everything prepared for them."

  • Diversified Management Services

    Industry: Races & Events Entertainment

    Prepared a robust process for financial projections, enabling the securing of a $1.5 Million debt facility. Additionally, as a parent company, client benefited from our expertise in improving consolidation process of their information into one single set of financial statements and forecast.

  • Blue Eye Monitoring

    Industry: Security & Asset Monitoring

    Preferred CFO was brought in to support a new CEO in growing the business by implementing improved accounting processes, helping to raise debt and equity capital, and providing advice and analysis to the CEO and other investors.

  • DPS Skis

    Industry: Sports Equipment Manufacturing

    Through improved cost accounting and inventory management processes, DPS Skis has been empowered to make strategic decisions involving product introduction and retirement, fundraising, and manufacturing.

  • Energy Management Corporation

    Industry: Electrical Equipment Manufacturing & Installation

    Preferred CFO provided a dynamic interim CFO solution that helped to streamline their sales order completion times, reduce inventory write-off, and fully utilize existing accounting staff. Our CFO was able to work closely with Energy Management Corporation's internal IT department to improve their home-grown ERP system.

  • Patricia Goede

    CEO, VisualShare

    "Preferred CFO helped us successfully raise our first round of funding, and is currently supporting our second round. We’ve felt confident knowing that our CFO can jump on a call to field questions on our behalf. Our financial projections carry more weight with the Preferred CFO reputation. They were able to help us with a high-level solution that we would not have been able to replicate or afford any other way given the position our business was in."