< Back to All Partners

Preferred CFO

Partner

Preferred CFO is a high-level strategic outsourced CFO firm. While we’re experts in historical financials, the most impactful strategy we bring to organizations is implementing a higher level of forecasting and strategy to scale and accelerate growth, optimize resources, overcome obstacles, and maximize shareholder value.

Preferred CFO helps businesses “turn on the headlights.” While many businesses have systems in place for historical reporting and record keeping, many lack the processes and expertise to turn this financial knowledge into a forward-facing strategy for success. Preferred CFO helps take the guesswork out of business growth and success through financial forecasting, competitive analysis and benchmarking, strategic relationships, and creating a more reliable financial blueprint to support company growth, shareholder value, and success.

Our History:

With 30 years in the financial industry and more than 40,000 billable hours providing expert fractional CFO services, Jerry Vance, founder and managing partner of Preferred CFO, is highly regarded as one of the most experienced outsourced CFOs in the United States. Jerry has personally provided CFO services to more than 300 companies in a wide range of industries and has been instrumental in securing hundreds of millions of dollars of debt and equity financing. He and his team of hand-picked CFO experts have been integral in advising clients in countless successful strategic exits, profitable capital raises and financial optimizations, and sustainable long-term growth.

Our outsourced financial expert team includes CFOs, controllers, and bookkeepers with significant experience in a wide range of industries.

WHY WORK WITH US
Preferred CFO is the most experienced outsourced fractional CFO team in the United States.

Our CFOs are dedicated resources to Preferred CFO ensuring continuity, team knowledge, and high standards
CFOs are matched by industry & expertise, not proximity
Pure, unencumbered financial advisory with obligations only to the CEO/Owner/Board
Strategic financial leadership to integrate with or augment your existing teams
More cost-effective and efficient than hiring a full-time CFO

PREFERRED CFO SERVICES
We offer high-level CFO services and advisory.

Fractional CFO Services
Outsourced CFO Services
CFO Consulting Experts
Virtual CF Services
Outsourced HR Services

WHO IS OUR IDEAL CLIENT?
Our financial services are most effective with small- to mid-sized businesses seeking to increase financial visibility, athletic positioning, and profitability. Our typical client includes the following:

Revenues between $3-30M
Benefit from better forecasting
May require debt or equity financing
Have no CFO or an underqualified CFO
Growing 20% or more annually
Are considering an exit within 5 years

WHAT IS OUR PRICING STRUCTURE?

Monthly Retainer with Deliverables
Long-Term Engagements-Average $5-20k/month
Project-Basis Available

CEO coaches help leaders grow. Preferred CFO strengthens that work with financial leadership that clarifies the path forward and supports every major decision. Together, we help your clients reach their goals with more certainty and less guesswork.

We give you the confidence of knowing.