YOU HAVE A GOAL, WE CAN GET YOU THERE

Our CFO experts can help you 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

Preferred CFO is the most experienced CFO team in the country. Whether you need to sieze an opportunity, overcome a challenge, or prepare for growth, our virtual CFO team can bring advisory, full-time, or part-time CFO expertise, strategy, and planning to help your company achieve its goals.

 

CFO Consulting

Your existing financial team can achieve new heights with a strategic CFO consultant. Elevate your financial strategy by tapping into our expert CFO advisors & consultants.

 

Systems Design

Our systems consultants have optimized operational and financial systems in dozens of industries. When you partner with one of our systems experts, they will optimize your existing systems and strategize for growth. Transform your organization into a more scalable and capable powerhouse.

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 million dollars and are highly respected in the industry.

Controllers & Bookkeepers

 Our outsourced controllers are the best in the business, bringing impeccable attention to detail and a unique propensity for identifying problems or opportunities. Rely on our virtual controllers for financial reports, data, and cash management.

 

Small Business

Viritual and Part-Time CFOs can help your small business achieve growth with top-tier financial strategy (without a full-time cost). Our expert CFO consultants and advisors can help with forecasting, raising capital, optimizing (or creating) operational and financial systems, and preparing your business for growth.

MEET YOUR OUTSOURCED CFO TEAM

Our team consists of some of the top Virtual CFOs and Systems Advisors in the industry. These experts are supported by our team of virtual 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.

    Save

    Save

  • 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.

    Save

    Save

  • 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.

    Save

    Save

  • Margarita Pehlke

    Controller

    Margarita Pehlke has over seven years of financial experience with expertise in accounting, record keeping, managing information technologies, compliance, and report compilation. She has mastery in multiple systems, and has experience in several industries, including government, non-profit, oil & gas, commerce, and healthcare.

    Save

    Save

  • Eric Dyches

    Director of Client Experience

    Eric Dyches joined Preferred CFO after spending several years at Sorenson Capital, a middle-market growth equity investment firm, where he was most recently Director of Fund Operations. Eric has over 13 years of organizational development and human capital management experience within a wide range of companies and industries.

    Save

    Save

  • David Guyaux

    CFO & Systems Consultant

    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.

    Save

    Save

  • Matthew Crowley

    CFO

    Matthew Crowley brings over 13 years of experience working in both public and private sectors. His expertise ranges from financial strategy and planning to risk management, SEC compliance, and due diligence. Matt has streamlined financial processes, reversed EBITDA losses, minimized cost, maximized margins, and accelerated growth.

    Save

    Save

  • Amber Spek

    CFO

    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.

    Save

    Save

  • 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.

    Save

    Save

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."

READY TO DISCUSS YOUR FINANCIAL STRATEGY?

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. We often get asked whether an organization needs a CPA or CFO. While both CPAs...

read more

3 Keys to an Accurate Financial Forecast

Financial forecasting is partly an art and partly a science. The goal is--obviously--to be as accurate as possible as these numbers tend to guide key decisions, advise budgets, and to plan for and project growth. It also establishes trust and confidence in many key...

read more

6 Tips for Sustainably Growing Your Business

Growth is the goal of virtually every organization. However, it takes more than a good market and a good product to sustain and support growth. When we partner with an organization, it’s typically to help them achieve, prepare for, or support growth in some way. This...

read more

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

  • This field is for validation purposes and should be left unchanged.

(801) 804-5800

 

 

478 S 100 E, Salem, UT 84653