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The Top, High-Level Strategic CFO & HR Outsourced Firm

Our experienced CFO and HR leaders and consultants empower you to make business decisions backed by financial data with confidence.

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Your Fractional CFO and HR Partner

Preferred CFO specializes in advanced financial strategy, CFO consulting, and HR services with experts who have decades of experience assisting businesses of all sizes and industries in making informed financia & business decisions.

What We Do

Preferred CFO helps you grow, We help with financial planning, forecasting, budgeting, cash flow management, capital raising, HR services, and financial analysis. Our team works closely with organizations to improve operational efficiency, make informed decisions, and drive growth, tailored to each company's specific needs. Whether it is a one-time contract, ongoing fractional leadership, or helping secure the next round of investment we can help.

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Who We Are

Since 2013, Preferred CFO has been a strategic consulting firm that specializes in providing outsourced CFO & HR services to businesses of all sizes. Founded by Jerry Vance, our team of experienced financial professionals helps organizations navigate complex financial challenges, improve operational efficiency, and drive growth. By offering tailored business solutions, Preferred CFO aims to empower companies to make informed decisions and achieve their strategic goals. 

Preferred CFO business leadership discussing how to help their clients with CFO services

We Provide You With The Financial Services You Need

CFO Advisory Services

We provide strategic CFO advisory services for your corporate team, focusing on aligning business goals with financial insights. Our fractional CFO consultants assist with specific issues or offer ongoing support to help your organization reach its objectives.

Forecast & Budgeting

Your company relies on data, and a CFO consultant can help you interpret this information alongside economic trends for better forecasting and budgeting. Our goal is to support your business growth by establishing monthly and annual sales and profitability targets that inform sound financial decisions.

M&A and Exit Services

In transaction or merger situations, both buying and selling companies need the right tools and reports for a smooth process. We assist with every step of your exit strategy—whether it's a partial, public, entity, or asset sale—by providing analysis, reporting, forecasting, stabilizing finances, advising team members, and preparing necessary documentation.

Capital Raising & Structure

Our financial experts assist in finding the optimal financing mix for your company's growth while assessing risks. Our outsourced CFO team can also support you in raising capital when it aligns with your financial strategy.

Sep 2012

Outsourced HR Services

Don't forget about your most valuable resource; your people. We can help you understand changing HR laws, employee needs, performance evaluations, benefits administration, payroll and system updates, and more. We take the place of your full-time HR team and deliver full-time results.

Sep 2012

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Preferred CFO team

Meet Your External CFO & HR Team

Preferred CFO provides outsourced CFO & HR, systems, controller, and strategic advisory solutions to organizations of all sizes. Our team consists of real-life, experienced CFOs and HR leaders, expert systems advisors, controllers, and bookkeepers. 

Click Meet Our Team to see our group of CFOs and HR experts.


Meet Our Team