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Accrual Accounting vs. Cash Basis Accounting

Accrual Accounting vs. Cash Basis Accounting

by Loren Anderson | Dec 28, 2020 | Business Growth, Cash Flow, Financial Forecasting, Financial Strategy, Financial Systems

Preferred CFO has worked with hundreds of businesses from startups and small businesses to medium-sized businesses or businesses looking to fundraise. While many of these are companies experiencing high levels of growth, many are not yet in a position to afford or...
1 Big Budgeting Mistake You’re Probably Making

1 Big Budgeting Mistake You’re Probably Making

by Shawn Capistrano | Jul 24, 2020 | Business Growth, Financial Forecasting, Financial Strategy, Financial Systems, General Business

One Big Budgeting Mistake You’re Probably Making A budget-first mindset not only wastes time and resources but also often results in an unrealistic and/or inaccurate budget. It’s a time-old Q4 tradition—lengthy planning cycles consisting of sitting down to tap out a...
What is a 13-Week Cash Flow, and Why Isn’t It Enough for Most Businesses?

What is a 13-Week Cash Flow, and Why Isn’t It Enough for Most Businesses?

by Jerry Vance | Jun 11, 2020 | Cash Flow, COVID-19, Financial Forecasting, Financial Strategy, General Business

We’ve recently seen more and more CPA firms, fractional CFOs, and financial experts advertising 13-week cash flow plans. The messaging behind these offers insinuates that this simple 13-week financial reporting document can help businesses ease the burden of...
What to Do if Your Business Didn’t Receive Stimulus Funding

What to Do if Your Business Didn’t Receive Stimulus Funding

by Jerry Vance | May 14, 2020 | Cash Flow, Financial Forecasting, Financial Strategy, General Business

The COVID-19 situation has caused financial stress for many businesses, causing uncertainty and leaving many companies with decreased financial security and revenue. What makes this time especially difficult is that not only are many businesses suffering a cash...
What is a 5 Year Forecast, and Who Needs One?

What is a 5 Year Forecast, and Who Needs One?

by Jerry Vance | Feb 24, 2020 | Business Growth, Financial Forecasting, Financial Strategy, General Business

If your company is preparing to raise capital or if you are currently writing a business plan, you may be getting ready to build your 5-year financial forecast. It can be intimidating to plan this far into the future—as well as knowing what kind of projections to...
How Much Does a Fractional CFO Cost?

How Much Does a Fractional CFO Cost?

by Mikelle Despain | Sep 23, 2019 | Business Growth, Chief Financial Officers, Financial Forecasting, Financial Strategy, Financial Systems, Fractional CFO Services, General Business

On average, fractional CFO costs $3,000/month to $10,000/month. The most common agreements are between $5,000-$7,000/month for most small- to mid-sized companies. The cost of a fractional CFO depends on the scope of work provided, the size and complexity of the...
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ABOUT US

Preferred CFO is a high-level fractional, outsourced CFO firm. With a “forward-looking” financial strategy, we help organizations implement a higher level of forecasting, budgeting, cash management, and financial strategy. Our goal is to help companies move the needle by scaling and accelerating growth, optimizing resources, overcoming obstacles, and maximizing shareholder value.

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