YOU HAVE A GOAL, WE CAN GET YOU THERE

 

Our CFOs are experts in designing and implementing financial strategies that drive growth and
success in your organization.

 

CFOs | Controllers | Systems Experts | Business Advisors

 

PROFESSIONAL CFO SERVICES

Our CFOs have decades of experience generating and overseeing successful financial strategies for organizations in diverse industries. Explore our services below or click "Request a Proposal" to learn how Preferred CFO can help you achieve your goals.

Outsourced CFO

Expertise, strategy, and planning to guide your company through every stage of growth.

 

CFO Consulting

Elevate your financial strategy with top-tier CFO advisory & consulting.

 

Systems Design

Transform your financial systems into a stable, scalable, and capable powerhouse.

 

Raising Capital

Raise the right mixture of debt or equity financing that will empower your success.

Controllers & Bookkeepers

 Rely on our experienced controllers for financial reports, data, and cash management.

 

Small Business

Top-tier financial strategy and support without blowing your payroll budget.

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 over 40,000 billable hours of providing CFO consulting services to over 300 organizations, Jerry is the most experienced active outsourced CFO in Utah. Jerry specializes in forecasting, equity fundraising, cash flow diagnosis and solutions, and strategic advisement.

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  • Troy Skabelund

    Partner, CFO, & Systems Advisor

    Troy Skabelund has served as CFO and Systems Expert for organizations of all sizes and industries for over 20 years. He specializes in systems with experience in both proprietary and 3rd party solutions. Prior to joining Preferred CFO, Troy served as CFO for private and public companies, including 12 years at the Walt Disney Company.

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  • Michael Flint

    CFO & Systems Advisor

    Michael Flint is an experienced CFO with over 20 years in financial management. His expertise includes budgeting and forecasting, business process and systems improvement/automation, and technical accounting compliance. Michael is a VentureCapital.org Mentor and holds a Master's in Accounting from BYU.

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  • David Guyaux

    CFO & IT Specialist

    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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  • BJ Mendenhall

    CFO

    BJ Mendenhall is a CFO with over 30 years of experience in the financial expertise industry. He has extensive experience developing financial strategies for profitability in public, private, and venture capital owned companies. BJ's expertise includes international accounting, systems development and automation, capital procurement, and M&A.

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  • Amber Spek

    Controller

    Amber Spek has over 20 years of financial experience in multiple industries, including healthcare, banking, internet security, manufacturing, and technology. She holds a bachelor's degree in accounting from the University of Utah. Amber's skills include financial analysis, accounting, and strategy development.

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REVIEWS AND CASE STUDIES FROM OUR CLIENTS

  • 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.

  • 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.

  • 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."

  • 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.

  • 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."

  • 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.

  • 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."

IS AN OUTSOURCED CFO RIGHT FOR YOU?

RECENT INSIGHTS

Explore the latest news, articles, publications & research from our experts

Do I need a CPA or a CFO?

It’s usually easy for an organization to identify when they need a little more expertise managing their finances, but it’s not always easy to identify exactly what type of help they need. One mistake we see a lot of companies making is assuming a CPA can provide them...

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DO YOU HAVE A QUESTION FOR ONE OF OUR FINANCIAL EXPERTS?

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(801) 804-5800

 

 

[email protected]

 

478 S 100 E, Salem, UT 84653