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
4.8
63 Reviews
5.0

good work??

am

amrit mohali

2.7

Traitors. “ Clinton/China law firm Perkins Coie took over state election procedures”

AC

Ana Correia

4.9

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

AP

Andrew Pawlak

5.0

I just got my taxes done with Purminder Kaur & Associates and it was the best tax experience I've probably ever had. These guys know what they're doing, they do it quickly and efficiently. I felt totally confident walking out of their office and I'm happy with my return. I've found my tax guys and I'm keeping them! 100% would recommend. Thanks guys!

AS

Anil Sharma

5.0

Awesome job. Everytime delivery on time.

AK

Anivesh Kumar

5.0

Excellent service given by ca team

Bs

Barinderveer singh

5.0

Very good service responsive and Quality of work

Bg

Brij goyal

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