EXPERT FRACTIONAL CFO TEAM
Empowering your organization with data, strategy & expertise for success
Fractional CFOs | Financial Controllers | Part-Time Bookkeepers
Systems Experts | Strategic Consulting
OUTSOURCED FRACTIONAL FINANCIAL SERVICES & CONSULTING
Our expert outsourced financial team includes the most experienced CFOs, Controllers, Bookkeepers, Consultants, and Systems Experts in the industry. Our CFOs have decades of experience generating and overseeing successful financial strategies for organizations in various industries and in every stage of growth. We offer advisory, contract, interim, fractional, part-time, and full-time services. Explore our specialties below or Contact Us to learn how Preferred CFO can help your organization achieve its goals.
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.
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 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.
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.
Financial Systems Design
Our systems consultants have optimized operational and financial systems in dozens of industries. When you partner with our systems experts, they will work with you to scale, improve, or upgrade your legacy systems to align with your modern business goals. Overcome challenges, prepare for growth, and transform your organization into a more scalable and capable powerhouse.
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. Call for a free financial review.
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
Our CFOs are experts in financial forecasting. They have developed hundreds of long- and short-term financial forecasts for companies of all industries and stages of growth. Financial forecasts are a detailed blueprint for how to get from where you are to where you want to go.
Speak with a CFO today
We don’t believe in “qualifying” you through sales people or giving you the runaround. Contact us today to speak directly with our founder, Jerry Vance, or with one of our experienced financial experts.
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.
Jerry Vance
Founder & Managing Partner
Jerry Vance is the founder and managing partner of Preferred CFO. With over 13 years of experience providing CFO consulting services to over 300 organizations, Jerry is Utah's most experienced active outsourced CFO. Jerry specializes in forecasting, equity fundraising, cash flow diagnosis and solutions, and strategic advisement.
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.
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.
Shawn Capistrano
CFO, Systems, & Advisory Services
Shawn Capistrano has served in senior finance and operations roles for over 20 years in various industries with companies such as EarthLink, Inc. and Activision, Inc. She has worked with multiple start-ups from conception to exit. Shawn has been instrumental in designing and building teams and streamlining financial systems.
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.
Bradford Pack
CFO
Bradford is a senior executive with over 25 years of experience in finance, accounting, administration, and operations management roles around the world. He has managed global teams and advised executives, board members, and other key stakeholders. He has also mentored hundreds of individuals at all levels, backgrounds, and areas of expertise.
Kyle Hill
Consulting CFO
Kyle is an experienced CFO with over 20 years in financial and audit management. His expertise includes financial forecasting, budgeting, and cash management. A veteran of the financial services industry, Kyle has served as CFO, COO, and Senior Auditor for organizations such as Arthur Andersen, LLP and CSI Capital Management, Inc.
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.
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.
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.
Khris Jensen
Sr. Consultant & Controller
Khris Jensen is an experienced finance and accounting professional with over 15 years in financial management. His expertise includes business process improvement and systems implementation. Khris is experienced in managing multimillion dollar financial projects and multibillion dollar business processes, and holds his MBA.
RECENT FINANCIAL INSIGHTS & ARTICLES
Explore the latest news, articles, publications & research from our experts
18 Essentials Checklist Items for Preparing to Raise Capital
Preparing to raise capital can be an exciting and stressful time. It means your company is experiencing growth and that you’re ready to take things to the next level. The best way to prepare to raise capital is to ensure you have the documents and...
read more
What is an Outsourced Controller
An outsourced controller is a financial expert who helps keep your books up-to-date and provides financial reporting and information in a timely manner. Controllers can be in-house or outsourced. If the controller is outsourced, that means the controller...
read more
Financial Expert Roles & Responsibilities | Bookkeeper, Accountant, CPA, Controller & CFO
There are several reasons your company may be seeking professional financial consulting or expertise. Your company may be preparing for a transaction or raising funds, may be experiencing growing pains, or may be in a state of transition. It may also be...
read moreREVIEWS 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."
How can we help you?
Preferred CFO's financial team includes expert fractional CFOs, Controllers, and Bookkeepers. Contact us to discuss your business needs.