Preferred CFO is the country’s most experienced fractional CFOs and controllers, empowering businesses with forward-facing financial strategy to elevate shareholder value, sustainable growth, and success..
Preferred CFO is a high-level strategic outsourced CFO firm offering best-in-class fractional CFO, Controller, and Bookkeeper services to companies seeking to elevate their financial strategy. We engage with companies facing financial challenges, increasing positioning for strategic opportunities, experiencing significant growth, or looking for the best financial expertise and high-level strategy possible without the associated in-house cost.
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.
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.
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