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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
"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
"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."
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?
Explore the latest news, articles, publications & research from our experts
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
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
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
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