Preferred CFO is a financial consulting firm specializing in providing outsourced Chief Financial Officer (CFO) services, accounting, and strategic business advisory to small and medium-sized businesses. They offer expert financial leadership on a fractional basis, enabling companies to access high-level financial strategy and operational support without the expense of a full-time executive. Their services typically include financial planning and analysis, cash flow management, budgeting, forecasting, financial reporting, and capital raising assistance, aiming to drive profitability and sustainable growth for their clients.
The headquarters serves as the central operational base for Preferred CFO, coordinating client services, business development, strategic planning, and administrative functions for its national operations.
The office is located in a modern business park, offering professional meeting spaces and facilities conducive to client consultations and collaborative team work.
Preferred CFO fosters a work culture centered on expertise, integrity, client success, and collaboration. Employees are encouraged to be proactive, results-oriented, and continuously develop their financial acumen.
The Utah headquarters anchors the company's presence in a thriving economic region and allows it to effectively serve a diverse range of clients across various industries in the Intermountain West and nationwide.
Preferred CFO primarily operates within the United States, with multiple offices strategically located to serve clients across the country. While they do not maintain physical international offices, they can support US-based clients with international operations by providing financial strategy for global expansion, managing cross-border financial complexities, and ensuring compliance, often in collaboration with international financial partners if needed.
9350 S 150 E Ste 430
Sandy
Utah
USA
Address: 15333 N Pima Rd Ste 135, Scottsdale, AZ 85260, USA
To provide localized, expert financial guidance and support to the dynamic and growing business community in Arizona, helping them navigate financial challenges and capitalize on growth opportunities.
Address: 1161 W River St Ste 260, Boise, ID 83702, USA
To offer tailored financial strategies and operational support to businesses in Idaho, fostering their financial health and expansion within the region.
Address: 111 Congress Ave Ste 400, Austin, TX 78701, USA
To support the vibrant entrepreneurial and established business landscape in Central Texas with high-caliber fractional CFO expertise, aiding in financial optimization and strategic decision-making.
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As of April 2025, Preferred CFO' leadership includes:
Preferred CFO has been backed by several prominent investors over the years, including:
Specific executive new hires or exits for Preferred CFO are not widely publicized as they are a privately held company. Major leadership changes would typically be announced on their website or LinkedIn. As of mid-2024, no major executive turnovers have been prominently reported in the last 12 months. Leadership appears stable with long-tenured executives.
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Preferred CFO typically utilizes a standard professional email format. The most common format observed is the first initial followed by the last name.
[first_initial][last]@preferredcfo.com
Format
jmills@preferredcfo.com
Example
90%
Success rate
Preferred CFO Blog • April 10, 2024
Preferred CFO published a blog post detailing the various ways a Chief Financial Officer can significantly contribute to maximizing a company's profits. The article covers strategic financial planning, cost optimization, revenue enhancement strategies, and risk management, emphasizing the value of CFO expertise....more
Preferred CFO Blog • February 21, 2024
In a recent article, Preferred CFO provides a comprehensive explanation of what a fractional CFO is, the services they offer, and the benefits businesses can gain from engaging one. The piece targets small to medium-sized businesses looking for expert financial guidance without the cost of a full-time executive....more
Preferred CFO Blog • October 26, 2023
Preferred CFO released insights on crucial cash flow management strategies for businesses. The article emphasizes the importance of proactive cash flow monitoring, forecasting, and implementing effective collection and payment policies to ensure financial stability and growth....more
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