EXPERT OUTSOURCED CFO TEAM
Elevate Your Strategy, Overcome Challenges, Maximize Profits, & Accelerate Growth
Fractional CFOs | Interim CFOs | Outsourced Controllers | Virtual Bookkeepers | Systems Experts | CFO Consulting Services
EXPERT OUTSOURCED CFO TEAM
Elevate your strategy, overcome challenges, maximize margins, & accelerate growth with our expert fractional CFO services team.
Fractional CFOs
Interim CFOs
Outsourced Controllers
Virtual Bookkeepers
Systems Experts
CFO Consulting Services
OUTSOURCED CFO SERVICES
Preferred CFO's outsourced CFOs & controllers have decades of experience developing successful financial strategies. Our CFOs are experienced in working with organizations of all sizes, industries, and stages of growth.
Explore our specialties below or contact us to learn how Preferred CFO can help your organization achieve its goals faster.
Fractional CFO Services
Hiring a Fractional CFO means you're receiving the highest level of CFO expertise without the in-house cost of a comparably experienced professional. Fractional CFOs are experts at hitting the ground running to resolve challenges, elevating financial strategy, preparing for a transaction, or facilitating sustainable growth.
Outsourced Controller Services
Preferred CFO is a full-service outsourced financial team, which means we keep expert financial controllers on staff. These controllers can augment your existing financial team or play a key role in an outsourced team. Our financial controllers support your financial strategy, prepare reports, close books, and can help troubleshoot challenges when needed.
Outsourced CFO Services
Preferred CFO is the most experienced CFO team in the country. Whether you want to optimize your financial strategy, sieze an opportunity, overcome a challenge, or prepare for growth, we can help. Our virtual CFO team brings full-time, or part-time CFO expertise, strategy, and planning to help your company achieve its goals.
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.

Cash Flow Issues
If your company is currently experiencing cash flow issues such as tight margins, high expenses, inventory tying up cash flow, or high accounts receivable, our fractional CFOs can help. Our CFOs are experts at strategizing spending, making cost cuts, analyzing contracts, and optimizing financial systems.

Financial Forecasting
If you don't have an up-to-date financial forecast our fractional CFO team can help. Our CFOs have developed hundreds of long- and short-term financial forecasts for companies of all sizes & industries. A financial forecast can cut costs, save waste, and help you achieve your growth goals faster & more efficiently.
Financial Strategy Consulting
Your organization can achieve new heights with a strategic CFO financial strategy consultant. Our expert financial advisors work with your existing team to elevate your financial strategy, overcome challenges, prepare for growth, or facilitate change. Tap into our expert CFO advisors & consultants today.

Outsourced Bookkeeping
Preferred CFO understands the importance of maintaining accurate, up-to-date financial records. Our outsourced bookkeepers can help support financial strategies developed by our fractional CFOs, augment existing teams, or can play an external part-time bookkeeper role for your company.
Expert Systems Consulting
In business, everything is operations. Our systems consultants have optimized financial & operational systems for decades. Cut fat, optimize efficiency, and upgrade your legacy systems to align with your modern goals. A systems upgrade can save you time & money while preparing you for scalable growth.
Talk to an Outsourced CFO Today
Contact us to speak with one of our CFO experts. Schedule a free financial consultation or discuss how an outsourced CFO can help your company achieve its goals faster.

What does Preferred CFO’s tagline “The Confidence of Knowing” mean? Every major business decision is based on information—historical data, projections, evidence, industry experience, and so on. At Preferred CFO, our CFOs are data experts. Their experience and knowledge eliminates blind hope and “best guesses.” It moves your business away from “hope for the best” and toward knowing exactly how to get where you want to go.
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.
RECENT FINANCIAL INSIGHTS & ARTICLES
Explore the latest news, articles, publications & research from our experts
Evaluating Your Company’s Financial Confidence
An axiom in business that CEOs and founders must “know what they don’t know.” It’s rare that a CEO or founder has expertise in all arms of the business. Instead, they must rely on identifying their weaknesses and make strategic adjustments—usually by hiring someone...
Essential Strategies for Scaling Up Your SaaS Company in 2021
The year 2020 has impacted businesses of all kinds in extraordinary ways, leading some to stunning windfall profits and others to utter ruin. This is especially true in the case of software-as-a-service (SaaS) companies. For instance, Covid-19 restrictions have kept...
PPP December COVID Relief Stimulus Bill
On Sunday, December 20, Congress passed a $900B stimulus package. One week later, on Sunday, December 27, Trump signed the bill into law. While there are many aspects of the bill offering moratoriums on evictions and extending unemployment benefits, the bill also...
REVIEWS AND CASE STUDIES FROM OUR CLIENTS
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- Expert Fractional CFO Team
- Consulting CFOs
- Fractional Controllers
- Bookkeepers On Staff
- Fundraising Services
- Operational Plans & Strategy
Elevate your financial strategy, accelerate growth, overcome challenges, and maximize resources with our outsourced fractional CFO team. We look forward to working with you!
About Preferred CFO | Outsourced CFO Company
Preferred CFO is an outsourced CFO Company with a primary base in Salt Lake City, Utah, as well as additional bases of operations in California and Idaho. As an outsourced CFO company, Preferred CFO is able to offer CFO services to clients across the United States and around the world. We currently serve clients from California to Texas, Florida to Illinois, New York, and across the Eastern seaboard.
Unlike many “outsourced CFO companies” who simply act as a liaison between companies and potential CFO hires, Preferred CFO has a full in-house team of experienced CFOs with specialties in nearly every industry and at every stage of growth. We believe this adds an incomparable value-add, since we have personally vetted and handpicked every CFO on our team (not merely approved them based on a resume or phone call). Preferred CFO has a full in-house team that can support or augment any strategic finance needs, including bookkeeping and accounting, outsourced controller services, systems experts, and more.
The Preferred CFO Outsourced CFO Team has Helped Companies…
- Turnaround financial crises
- Develop systems and financial processes to better sustain growth
- Significantly improve cash flow
- Maximize profits
- Develop and execute more predictable sales cycles
- Raise hundreds of millions of dollars of capital
- Maximize shareholder value
- Navigate, negotiate, and close successful strategic exits
- and more.
For more information about our CFO services, industry expertise, and availability, contact Preferred CFO today.