STARTUP & SMALL BUSINESS SERVICES

Does your team need the expertise of a strategic CFO team without the in-house cost? We offer solutions to help small businesses and startups grow and thrive.

SMALL BUSINESS CFO & FUNDRAISING SERVICES

Partnering with an outsourced CFO services means you receive the highest quality CFO strategy and planning for a fraction of the cost of an in-house team.

Raising Capital

Our goal is to help provide capital strategy services to help you raise capital in a way that’s appropriate for your company’s stage of growth, goals, and challenges. We will help you determine the right mix of debt and equity financing, how to attain that financing in a way that’s best for your company, and help you determine the amount of financing needed at each stage of growth to achieve your goals.

Reporting, Forecasting & Budgeting

We know that you need accurate and timely information in order to make informed business decisions. We can use these numbers to help you set and achieve performance targets while empowering you with detailed information so you can track your business progress and growth.

Selecting & Implementing Accounting Software

If you want to manage your accounts in-house but aren’t sure where to start, our CFO consultants can help you choose and implement the best accounting system for your needs. Our experts have experience in most basic, advanced, or industry-specific accounting systems including Quickbooks, Sage, Microsoft Dynamics, IQMS, NetSuite, Peachtree, and more.

Cash Management

Let our experts offer you part-time CFO cash management solutions to help ensure you always have cash on-hand to operate and grow your business. Our cash management experts will make sure you are able to keep up on day-to-day operating functions such as making payroll and paying vendors so you can focus on making your company grow.

HOW CAN PREFERRED CFO ELEVATE YOUR FINANCIAL STRATEGY?

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(801) 804-5800

 

 

478 S 100 E, Salem, UT 84653

 

 


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