Temp CFO Services
- Temporary CFO Services
- Strategic & Financial Consulting
- Preparing for Growth
- Overcoming Financial Obstacles
- Achieving Strategic Opportunities
- Raising Capital
- Preparing for M&A
- Systems Design & Optimization
Fill out your information and one of our expert CFOs will contact you.
(We don’t have salespeople on staff–we will send you straight to an expert!)
Temp CFO Solutions
A temporary CFO can elevate your company strategy by adding expertise, problem-solving, and strategy–without the in-house cost.
Each situation is different. We will customize your temp CFO services to fit your company’s particular needs. While our project experience is diverse, our common temporary CFO services include:
Fine-Tune Your Strategy
Optimize Cash Flow
Prepare for Growth
Whether you’re expanding geographies or product offerings, are engaged in a transaction, or simply want to grow more sustainably, a temp CFO can jump in to help make sure things go smoothly.
Raise Capital
Prepare for a Transaction
Forecasting & Budgeting
Why Hire an Temporary CFO?
With a temp CFO, you get top talent for only the projects for which you need help, and at a fraction of the cost of a full-time CFO of similar experience and expertise.
About Preferred CFO
Preferred CFO is an expert temporary CFO service with clients and locations across the United States. Founded by Jerry Vance, the most experienced 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 Temporary CFO?
A Temporary CFO is a financial expert who provides strategic, budgeting, or problem-solving services on a part-time or project basis. A temp 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 Temp 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 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 discuss which temp CFO on our team best fits 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 temporary 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 temporary 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 temp CFO services.
Recent Articles & Insights
Read recent financial and strategy articles written by our expert CFOs.
Business Budgeting Essentials
Crafting and implementing an effective business budget is a dynamic and ongoing process. With a strategic and adaptable budget, businesses can enhance financial stability and pave the way for sustainable growth.
Tax Planning Strategy For Small Businesses
Business Tax Planning Strategies:A Small Business Owner's Guide to Savings & Compliance Effective tax planning isn't just about minimizing liabilities; it's about strategically positioning businesses for long-term success. From small enterprises to larger...
Financial Advice for the New Entrepreneur
Profitability is not just a financial metric; it’s a mindset that should permeate your business operations. By prioritizing profitability, you can grow your startup into a financially stable and sustainable business that can weather economic challenges and thrive in the long term.
