Strategic Financial Services

Elevate your Financial Strategy with a High-Level Fractional CFO

Strategic Finance Management by Preferred CFO

Preferred CFO provides fractional strategic finance expertise to elevate your financial strategy, accelerate sustainable growth, optimize your company’s performance, and maximize your shareholder value.

Our fractional CFOs will work with you to maximize your existing finances while making strategic plans for future growth.

Our strategic finance services include:

  • Profitability Analysis
  • SWOT Analysis
  • Stable & Scalable Solutions
  • Long- and Short-Term Forecasting
  • Optimize Cash Flow
  • Raise Capital
  • Vendor Analysis & Negotiation
  • Operational Benchmarking
  • Strategic Networking
  • C-Level Coaching
  • Team Training & Development

What is Strategic Finance?

Strategic finance is about so much more than number crunching. Strategic finance means our high-level operational CFOs work with you at all levels of your business to optimize your strategies and systems to achieve faster, more profitable, and more sustainable growth.

Preferred CFO: Strategic Finance Services

Preferred CFO when your company chooses us as your strategic finance firm, we believe the monthly retainer should be considered an investment—not a cost. We choose not to work with clients unless we’re confident that we can drive a true ROI from our services.

All of our CFOs are on-staff employees. We don’t sign client contracts only to rush out and find an outsourced or out-of-work CFO to perform the work. The CFO you work with is one of our in-house, handpicked CFOs. We will work with you beforehand to determine which of our CFOs will be the best choice for your company’s strategic finance journey based on their experience and industry expertise.

Which Companies Should Consider Hiring a Strategic Finance Firm?

Companies who are currently experience high growth, are preparing for a significant transaction such as a merger or acquisition,

Is your business:

  • Launching new products
  • Expanding into new geographies
  • Experiencing operational pain points
  • Wasting profit margins
  • Spending too much capital
  • Raising capital
  • Preparing for a merger or acquisition

Why Choose Preferred CFO?

Preferred CFO’s strategic CFO firm has been in business longer than almost any outsourced CFO firm in the United States. This means we have a long track record of experience and success to draw from.

However, we don’t rely only on our company’s premiere reputation. Each of our CFOs are handpicked from thousands of applicants for a team of the best, brightest, and most experienced CFOs in the strategic finance industry.

Some of our high-achieving CFOs include Troy Skabelund, former CFO at the Walt Disney Company; Bradford Pack, a senior CFO with over 25 years of International & manufacturing experience, including holding top-secret security clearances; and Wayne Vance, a SaaS CFO who helped grow a local SaaS company over 40X and facilitated a $1.8B sale to Adobe.

Frequently Asked Questions

Can’t I just Hire a CPA?

Please don’t! CPAs are great at accounting and taxes, but don’t have the operational CFO expertise you need for true strategic finance decisions. If the only finance strategy you need is taxes, a CPA may be a good bet. However, if you need well-rounded operational finance strategy, you should be looking at a fractional CFO firm!

Should I Just Hire an In-House CFO?

This is a tough question! A CFO is a large monthly cost when you consider salaries, bonuses, and benefits. Many companies who can’t quite justify the cost of a high-level CFO will choose to hire someone with less experience (or even hire a financial controller instead) to save on costs. We’ve seen many cases where this inexperienced CFO or financial controller doesn’t actually have the knowledge, experience, contacts, or leadership skills to develop and execute real financial strategy. For most businesses who cannot afford a full-time experienced in-house CFO, a fractional CFO can provide much higher and more reliable levels of strategy for a fraction of the cost.


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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!