Elevate Your Financial Strategy with

Virtual CFO

Our virtual CFOs tailor financial strategies to maximize shareholder value, accelerate growth, and achieve profit goals. You'll benefit from a dedicated CFO and the collective team's expertise.

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Virtual CFO

Preferred CFO provides virtual CFOs to optimize financial strategies, with an assigned expert supported by the full CFO team.

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Inbound Marekting

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Social Media

Websites and applications that enable users to create and share content or to participate in social networking.

Describe your image

Branding

The promotion of a particular product or company by means of advertising and distinctive design.

Describe your image

Inbound Marekting

A business methodology that attracts customers by creating valuable content and experiences tailored to them.

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Financial Forecasting

Financial forecasting is a blueprint guiding purchasing, R&D, hiring, and sales. Our virtual CFOs create monthly forecasts using data, trends, and goals to achieve your objectives.

Staff Development

Our virtual CFOs train your team to support an elevated financial strategy, develop high-potential staff for future roles, and assist in finding a permanent CFO if needed.

Systems Optimization

Our virtual CFO services enhance financial reporting, improve cash flow clarity, and provide advanced financial systems and practices for your business.

Profit Maximization

Reviewing cash flow, vendor contracts, and compensation strategies helps maximize profits and improve financial health through smarter management.

Sustainable Growth

Ensure sustainable growth by optimizing systems and forecasting future needs like staff, materials, and equipment to support long-term business success.

Raise Capital

When you need capital to grow, our virtual CFOs help you raise funds, negotiate terms, and plan how to best use the cash for business success.

What Does "Virtual" CFO Mean?

A virtual CFO offers the same expertise as an in-house CFO but works remotely, providing personalized, strategic financial guidance. Whether fractional or part-time, virtual CFOs deliver high-level services tailored to your needs without the full-time cost.

Why Choose Virtual CFO from Preferred CFO?

At Preferred CFO, your virtual CFO provides hands-on support, implementing and managing your financial strategy directly. We don’t outsource to freelancers or low-cost firms; all of our CFOs are in-house experts with proven success. We value transparency and only partner with companies where we know we can deliver a strong return on investment. If we can't bring value, we’ll tell you upfront, before you hire us.

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Virtual CFOs are especially beneficial in key situations

Frequently Asked Questions

What are the costs of hiring a fractional CFO?

The cost depends on the services you need, the hours required per month, and whether support staff like controllers or bookkeepers are involved. Most of our engagements are 12-24 months, but we also offer short-term project solutions. Fill out our contact form to receive a proposal tailored to your needs.

Can a fractional CFO work with our existing CFO?

Absolutely! Our CFOs excel at collaborating with in-house teams, implementing systems, and elevating strategies to support your current CFO.

What if we don’t have a bookkeeper or controller on staff?

Preferred CFO has a complete financial team available. Whether you need only a fractional CFO or additional support staff, we have the experts to help you implement your financial strategy effectively

Why hire a fractional CFO instead of an in-house CFO?

Hiring a fractional CFO is an ideal solution if you need top-tier financial expertise without the cost of a full-time executive, require support for a temporary situation (such as an audit or capital raise), or want to maximize the value and impact of your financial strategy.

What industries do you specialize in?

Our fractional CFOs come from diverse industry backgrounds, covering sectors such as manufacturing, SaaS, communications, construction, healthcare, solar, education, and many more. Not sure if we fit your niche? Let us know, and we’ll share the best options tailored for your industry needs.