Preferred CFO

Employees

1 - 10

Annual Revenue

Undisclosed

Hourly Rate

Undisclosed

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

usa,usa
Service Focus
Service Lines
7%
28%
3%
29%
9%
25%
Turnaround Consulting
Accounting
Budgeting
M&A Advisory
Capital Raising
Other Finance
Industry Focus
10%
26%
15%
49%
B2B
Consumer Goods
Services
Other
Photos
Verified Reviews
4.9
15 Reviews
4.9

I highly recommend Preferred CFO for any business in need of expert CFO, Controller, Bookkeeping, and financial consulting services.

AP

Andrew Pawlak

4.9

I am grateful for the thoughtful service I have received from Linda and Arianne at PreferredCFO. They have helped me get my finances in order and to have a much better handle on what's going on in my business.

BM

Brilliant Miller

4.9

We have worked with Preferred CFO for 5 years and they have been instrumental to our small business. Cannot say enough good things about PCFO and their staff!

CB

Carlee Brennan

4.9

Jill Tavey has done an excellent job for our company. We were struggling without a CFO, and she has provided the financial guidance we needed to stabilize and grow. Because of Jill, we are looking forward to a stellar year, and I highly recommend her.

CT

Carleen Trapp

4.9

Wonderful group. We have been there 3 years and have had the best experience!

CM

Chad MacKay

4.9

Very pleased with the results. Very convenient, reliable and professional.

DG

David Glenn

4.9

We have been engaged with Preferred CFO for about a year now and have been very happy with our investment thus far. Our CFO, Wes, has been a delight to work with and is extremely competent in all areas of finance and accounting. He is responsive, experienced, and very professional. I highly recommend Preferred CFO and look forward to the continued growth of our business as a result of this partnership.

EM

Emilee Meyers

4.9

The best quality service that I've gotten in the financial space. From doing the work to mentorship of the team within the Company. I highly recommend.

GM

Grant Moon

4.9

We have been working with the team at Preferred CFO for almost six months. Wes, dove head first into understanding our business (something that is not the easiest task), helped to put some necessary financial reporting and structure in place, as well as continues to work with our internal team on projects & initiatives to drive our business forward.

JG

Jenn Gressman

4.9

Our consulting group has worked with Jill Tavey and Lauren Fielding on a number of projects and have nothing but great things to say about their work. Jill and Lauren have been knowledgeable, enjoyable to work with, and consistently surpass expectations.

LC

Liftoff Consulting