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Preferred CFO's Overview

Total employees47
HeadquartersSandy
Founded2013

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.

Where is Preferred CFO's Headquarters?

HQ Function

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.

Notable Features:

The office is located in a modern business park, offering professional meeting spaces and facilities conducive to client consultations and collaborative team work.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters reflects Preferred CFO's commitment to professionalism, operational excellence, and providing high-quality financial guidance.

Location:

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.

Street Address:

9350 S 150 E Ste 430

City:

Sandy

State/Province:

Utah

Country:

USA

Preferred CFO's Global Presence

Scottsdale, Arizona, 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.

Boise, Idaho, USA

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.

Austin, Texas, USA

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.

Buying Intent Signals for Preferred CFO

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Preferred CFO

As of April 2025, Preferred CFO' leadership includes:

Jerry L. Mills - Founder & CEO
Craig Harris - President
Ryan Stoddard - Chief Operating Officer
Mark Stenquist - Chief Revenue Officer
Todd D. Christensen - Chief Financial Officer

Investors of Preferred CFO

Preferred CFO has been backed by several prominent investors over the years, including:

Privately Held

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

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.

Technology (Tech Stack) used by Preferred CFO

Discover the tools Preferred CFO uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Preferred CFO Email Formats and Examples

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

News and media

Preferred CFO BlogApril 10, 2024

Preferred CFO Highlights How a CFO Can Help Maximize Profits

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 BlogFebruary 21, 2024

Preferred CFO Explains the Role and Benefits of a Fractional CFO

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 BlogOctober 26, 2023

Preferred CFO Shares Essential Cash Flow Management Strategies

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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