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Recent Insights & Articles

What Is the Purpose of Accrual Accounting?

What Is the Purpose of Accrual Accounting?

What Is the Purpose of Accrual Accounting? There are two methods of accounting: cash and accrual. In cash accounting, transactions are recorded when payment occurs. In the accrual method, revenues and expenses are matched and recorded at the time the good is delivered...

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3 Things to Know Before Choosing a Supplier

3 Things to Know Before Choosing a Supplier

Choosing the right supplier for your business can be complicated, especially if a large portion of your product comes from a single company. For many companies, supplies are secondary only to labor in their expenses. But choosing the right supplier has even more...

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How Does a CFO Influence Strategic Decisions?

How Does a CFO Influence Strategic Decisions?

In every company, there are important decisions to be made on a daily basis. Some decisions are mundane and have only short-term consequences. Others are strategic and can affect the company’s performance and profits for years. Too often, these critical decisions are...

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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.

HOW CAN PREFERRED CFO ELEVATE YOUR FINANCIAL STRATEGY?