Preferred CFO
Preferred CFO is a Salem, Utah-based private firm founded in 2013 that provides outsourced and fractional CFO, controller, and HR services to small and mid-sized businesses across North America, with a specialty serving SaaS companies. Engagements are sold on monthly subscriptions typically priced $5,000-$7,000.
- Company typePrivate
- Founded2013
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Preferred CFO does
Preferred CFO is a privately held professional services firm founded in 2013 by Jerry Vance, headquartered in Salem, Utah. The company delivers outsourced and fractional CFO services, financial controller oversight, CFO consulting, and outsourced HR (benefits, payroll, recruiting, compliance) to small and mid-sized businesses across North America, with a specialty in serving SaaS and subscription-based companies. Its service portfolio spans 13+ distinct offerings, including fractional CFO, SaaS CFO, raising capital advisory, systems strategy and implementation, and virtual/temporary CFO engagements.
The firm operates a human-capital-intensive delivery model without proprietary technology, relying on industry-standard accounting platforms and cloud-based tools. Engagements are structured as monthly subscriptions typically priced between $3,000 and $10,000 (most common band $5,000-$7,000), with project-based consulting layered on for transaction support, financial modeling, and due diligence. Preferred CFO emphasizes a team-based approach that pools the collective experience of multiple senior financial leaders rather than relying on individual consultants.
Go-to-market is consultative and content-led: the firm generates inbound demand through an SEO-optimized blog, webinars, case studies, and free consultations, complemented by referral partnerships with peer advisory platforms (e.g., Vistage, EMyth). The company reports serving 300+ organizations over Jerry Vance's career and works across SaaS, healthcare, manufacturing, professional services, construction, and retail verticals. The company is bootstrapped, founder-owned, and has not raised external capital.
Preferred CFO firmographics
Firmographics- Name
- Preferred CFO
- Legal name
- Preferred CFO
- Website
- https://preferredcfo.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Preferred CFO is a Salem, Utah-based private firm founded in 2013 that provides outsourced and fractional CFO, controller, and HR services to small and mid-sized businesses across North America, with a specialty serving SaaS companies. Engagements are sold on monthly subscriptions typically priced $5,000-$7,000.
- Ownership category
- akta.pro rank
Preferred CFO industry classification
Industry- Product category
- Outsourced Financial Leadership / Fractional CFO Services
- NAICS
- Management Consulting Services (54161), Other Professional, Scientific, and Technical Services (5419)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
Keywords
Where Preferred CFO is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Preferred CFO business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Outsourced & Fractional CFO Services: Part-time or ongoing CFO services provided to businesses that need experienced financial leadership without the commitment of a full-time hire. Services include financial strategy, forecasting, cash flow oversight, investor preparation, and executive-level financial leadership. Clients pay monthly fees for ongoing strategic support.
- CFO Consulting Services: Project-based financial consulting engagements for specific needs such as financial modeling, due diligence, M&A support, capital raising preparation, and strategic planning. Consulting engagements are tailored to goals, timelines, and specific financial challenges.
- Outsourced HR Services: Expert benefits administration, payroll, professional recruiting, compliance, and performance management services. Provides complete HR strategy alignment with business goals.
- Financial Controller Services: Oversight of accounting operations including general ledger, reporting, internal controls, compliance, budgeting, and forecasting. Ensures financial data accuracy, timeliness, and reliability.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Small to Mid-Sized Company Fractional CFO |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
Preferred CFO product offering
Product offeringCore offering
Preferred CFO provides outsourced and fractional CFO services, financial controller services, and outsourced HR services to small and mid-sized businesses throughout North America. Its service catalog spans strategic financial advisory, capital raising, systems strategy and implementation, SaaS financial leadership, startup and small business services, payroll, benefits administration, and recruiting. Engagements are typically delivered on a fractional, part-time, or project basis rather than as full-time in-house hires.
Product overview
Preferred CFO operates as a service-based financial consulting firm offering a comprehensive suite of CFO-level and HR services. The core offering consists of Outsourced and Fractional CFO Services, which provides senior financial leadership on a part-time or project basis. This is complemented by dedicated HR Services covering recruiting, benefits administration, and payroll. The company also offers Financial Controller Services for accounting operations oversight. Specialized variants include SaaS CFO Services for subscription-based companies, and CFO Consulting Services for specific project-based needs. Supporting services include Strategic Financial Services, Raising Capital Services, Systems Strategy & Implementation, and Startup & Small Business Services. The portfolio is structured as a unified service delivery model where CFOs, controllers, and HR specialists work collaboratively to address the full spectrum of financial and human resources needs for growing businesses.
Differentiator
Problem solved
Functional benefit
Products and services
- Outsourced and Fractional CFO Services
Quantifiable outcome
- Helped clients successfully raise multiple rounds of funding with financial projections carrying the Preferred CFO reputation
- +1 more outcomes
Companies that use Preferred CFO
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles2 records
Preferred CFO technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Preferred CFO partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
Preferred CFO competitors and assessment
Company assessmentDirect peers
- B2B CFO Partners: B2B CFO Partners is one of the largest and most established fractional CFO firms in the U.S., providing part-time CFO services to private companies across industries. It is the closest direct competitor to Preferred CFO in terms of service model, target market, and pricing.
- GrowthForce: GrowthForce provides outsourced bookkeeping, controller, and fractional CFO services to small and mid-sized businesses, with a technology-enabled delivery model. Like Preferred CFO, it bundles accounting operations and CFO advisory under one roof, targeting the same SMB and mid-market segments.
- Amplēo: Amplēo is a fractional CFO, controller, and accounting services firm serving middle-market and growth-stage companies. Its service mix, fractional-engagement model, and focus on outsourced finance leadership make it a direct peer to Preferred CFO.
- Kruze Consulting: Kruze Consulting provides fractional CFO, accounting, and finance services to venture-backed startups. It directly competes with Preferred CFO in the SaaS/startup CFO specialty, particularly on fundraising preparation, financial modeling, and burn-rate forecasting.
- TGG Accounting: TGG Accounting provides outsourced CFO, controller, and accounting services to small and mid-sized businesses, including CFO consulting and strategic financial advisory. It is a direct competitor in the fractional CFO space with comparable pricing and engagement structures.
- Acuity CFO: Acuity CFO is a fractional CFO and financial advisory firm serving small to mid-sized businesses across multiple industries. Its service model - part-time senior financial leadership on a recurring engagement - directly parallels Preferred CFO's core offering.
- CFO Pro Partners: CFO Pro Partners delivers fractional CFO and financial advisory services to small and mid-market companies. It is a direct peer in the outsourced CFO market, with comparable service lines (CFO, controller, M&A support) and similar target customer profile.
Emerging players
- Pilot.com: Pilot is a technology-enabled bookkeeping, tax, and CFO services firm focused on startups and small businesses. While primarily a bookkeeping platform, it increasingly offers higher-tier CFO advisory, directly addressing the same SaaS/startup market Preferred CFO targets with its SaaS CFO specialty.
- Bench (now part of Employer.com): Bench is an online bookkeeping and financial reporting service for small businesses, combining a technology platform with dedicated bookkeepers. It competes with Preferred CFO's controller/financial-reporting services, particularly for SMB customers seeking a lower-cost, tech-enabled alternative.
Broad incumbents
- BDO USA: BDO is a top-5 global accounting and advisory firm with a large fractional and outsourced CFO practice serving mid-market and growth-stage clients. As a broad incumbent, it competes with Preferred CFO on larger engagements while also serving as a potential acquirer or acquirer's benchmark in the same space.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Preferred CFO social profiles
Digital presencePreferred CFO financial estimates
Financial estimateRevenue estimate
Valuation estimate
Preferred CFO leadership team
Management profileNumber of profiles
Profiles1 record
Preferred CFO funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Preferred CFO M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Preferred CFO
What does Preferred CFO do?
Preferred CFO provides outsourced and fractional CFO services, financial controller services, and outsourced HR services to small and mid-sized businesses throughout North America. Its service catalog spans strategic financial advisory, capital raising, systems strategy and implementation, SaaS financial leadership, startup and small business services, payroll, benefits administration, and recruiting. Engagements are typically delivered on a fractional, part-time, or project basis rather than as full-time in-house hires.
Is Preferred CFO a public or private company?
Preferred CFO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Preferred CFO founded?
Preferred CFO was founded in 2013. It employs 11 to 50 people.
Where is Preferred CFO based?
Preferred CFO is headquartered in Salt Lake City, United States, in the North America region.
How does Preferred CFO make money?
Four revenue lines are on record. Outsourced & Fractional CFO Services are the primary driver. The others are CFO Consulting Services, outsourced HR Services and financial Controller Services.
Who are Preferred CFO's main competitors?
Direct peers on record are B2B CFO Partners, GrowthForce, Amplēo, Kruze Consulting, TGG Accounting, Acuity CFO and CFO Pro Partners. Emerging players are Pilot.com and Bench (now part of Employer.com). BDO USA is listed as a broad incumbent.
Does Preferred CFO have an API?
No public API is recorded for Preferred CFO.
What industry is Preferred CFO in?
Preferred CFO's product category is Outsourced Financial Leadership / Fractional CFO Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services. Its NAICS code is 54161 and its SIC code is 8742.