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Essential Strategies for Scaling Up Your SaaS Company in 2021

Essential Strategies for Scaling Up Your SaaS Company in 2021

by Jerry Vance | Jan 6, 2021 | Business Growth, COVID-19, Financial Strategy, General Business, Tech/SaaS

The year 2020 has impacted businesses of all kinds in extraordinary ways, leading some to stunning windfall profits and others to utter ruin. This is especially true in the case of software-as-a-service (SaaS) companies. For instance, Covid-19 restrictions have kept...
PPP December COVID Relief Stimulus Bill

PPP December COVID Relief Stimulus Bill

by Jill Tavey | Dec 28, 2020 | Chief Financial Officers, COVID-19, Financial Strategy, General Business

On Sunday, December 20, Congress passed a $900B stimulus package. One week later, on Sunday, December 27, Trump signed the bill into law. While there are many aspects of the bill offering moratoriums on evictions and extending unemployment benefits, the bill also...
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...
How Does a CFO Add Value?

How Does a CFO Add Value?

by Jill Tavey | Dec 16, 2020 | About, Chief Financial Officers, Financial Strategy, Fractional CFO Services, General Business

CFOs are high-level, strategic experts who optimize financial resources in a company while using those resources to achieve company goals more efficiently and effectively. Unlike bookkeepers, controllers, and accountants whose primary functions are rear-facing,...
5 Financial Strategy Tips for your Organization in 2021

5 Financial Strategy Tips for your Organization in 2021

by Jerry Vance | Dec 13, 2020 | About, Business Growth, Financial Strategy

2020 was This year, resolve to take control of your business finances and use them to help you get what you want out of the new year. Below are five financial strategy tips to help your organization prepare for the new year. Take a Look at Your Financial Forecast If...
The Difference Between the 5 Main Financial Experts

The Difference Between the 5 Main Financial Experts

by Jerry Vance | Dec 2, 2020 | Financial Strategy

It’s not uncommon to have difficulty differentiating between the main financial professionals. Not only are the names similar, but they are also often unintentionally used interchangeably. However, despite how the titles may be used colloquially, there are distinct...
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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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