Preferred CFO

Fractional CFO and strategic finance services for growing companies.

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50+

Employees Worldwide

16+

Years in Business

100+

Clients

Awards

Jerry Vance, CEO of Preferred CFO, named a Strategic Partner winner of the CEO Coaching International Performance Award, the Vistage Top New Speaker Award for 2023, and the Vistage Top Speaker Award in 2024.

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Preferred CFO provides fractional CFO, controller, strategic finance, and outsourced HR services to growing businesses nationwide. Since 2013, the firm has helped CEOs, founders, business owners, and leadership teams gain greater financial visibility, strengthen forecasting and cash flow management, plan for growth, raise capital, and make more confident business decisions.

Preferred CFO’s experienced financial and HR leaders work alongside management teams to provide the forward-looking insight, financial infrastructure, and people support companies need as they grow and become more complex. Services include fractional CFO leadership, financial forecasting and modeling, cash flow strategy, budgeting, capital planning and raising, controller support, strategic financial guidance, and outsourced HR support.

Industries served

E-Commerce & DTC E-Commerce & DTC
Education Education
Family-Owned/Closely Held Businesses Family-Owned/Closely Held Businesses
Financial Services Financial Services
Food & Beverage Food & Beverage
Healthcare Healthcare
Hospitality Hospitality
Insurance Insurance
IT IT
Manufacturing Manufacturing
Not For Profit Not For Profit
Private Equity Private Equity
Professional Services Professional Services
Real Estate/Construction Real Estate/Construction
Retail Retail
Technology Technology
Technology & AI Technology & AI
Transportation & Logistics Transportation & Logistics
Wholesale Distribution Wholesale Distribution

Office locations