PREFERRED CFO

Preferred CFO offers free, no-obligation consultations. Contact us today for the opportunity to discuss strategies for achieving your short- and long-term goals.

Preferred CFO provides tailored outsourced CFO, systems, controller, and strategic advisory solutions to organizations of all sizes.

The Preferred CFO team has over 50 years of cumulative active CFO experience and has provided financial services in over 75 industries.

Our financial philosophy is to provide long-term strategic planning coupled with accurate, up-to-date reporting to align operational and financial business actions with short- and long-term goals.

Our team consists of experienced CFOs, systems advisors, controllers, and bookkeepers. This means we can augment existing teams by elevating their financial strategies, or can offer fully outsourced financial solutions to organizations without an in-house team.


Our Story

Preferred CFO is owned and operated by Jerry Vance, Utah’s most experienced outsourced CFO. With over 15 years of consultation experience in Utah, Jerry has worked with over 300 companies, built hundreds of long-term forecasts, and has helped raised hundreds of millions of dollars of financing.

By developing a team-centered approach, Jerry was able to provide businesses an entire spectrum of financial strategy as well as the means to support that strategy for a fraction of the full-time cost.


Our Values

Transparency – We believe in honest business practices, which means we are always transparent with our services.

Efficiency – With every client, we spend the first few months setting up and improving financial and accounting processes to streamline the flow of data and cash. This results in time saved.

Confidence – believe that running a business is a lot easier when an owner can trust the information they’re using to make decisions. That’s why we’ve developed our solution to be consistent and dependable – the foundation of confidence.

HOW CAN PREFERRED CFO ELEVATE YOUR FINANCIAL STRATEGY?

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