Preferred CFO offers free, no-obligation consultations. Contact us today for the opportunity to discuss strategies for achieving your short- and long-term goals.

Preferred CFO was founded by Jerry Vance, the most experienced active outsourced CFO in the United States. His goal was to form an organization that would provide expert financial strategy, planning, forecasting, solutions, and opportunities to organizations.

The financial experts on the Preferred CFO financial team are unmatched in experience. The CFOs have decades of experience in dozens of industries, sectors, and in every stage of company growth. This offers clients an outstanding opportunity to benefit from expertise from the top financial experts in the industry without the in-house cost of hiring full-time team of comparable experience.

Preferred CFO’s specialties include long-term strategic planning, budgeting, cash flow analysis, accelerating company growth, expanding into new geographies or growing product/service offerings, optimizing financial and operational systems strategy & design, raising capital, making cost cuts, preparing for mergers and acquisitions,

The benefit of the outsourcing model is to allow organizations access to top financial experts for only the time needed to elevate financial strategy, overcome challenges, accelerate growth, raise capital, navigate transition, or prepare for change. The Preferred CFO outsourced CFO team can advise or augment existing financial teams, and leave them with strategies to continue maintaining progress even after the outsourced CFO partnership has ended.

Our team consists of experienced CFOs, systems advisors, controllers, and bookkeepers. This means we can augment existing teams or can offer fully outsourced financial solutions to organizations without an in-house team.

Would you like to learn more about Preferred CFO? Call today to speak with Jerry Vance or one of our other experienced outsourced CFOs today to discuss how Preferred CFO can help elevate your financial strategy.


Preferred CFO's team includes expert CFOs, Controllers, and Bookkeepers. Contact us today to speak with a financial expert.

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(801) 804-5800



478 S 100 E, Salem, Utah 84653