top of page
Swimming Lesson

Service Catalog


Preferred CFO provides Outsourced CFO & Controller services to companies seeking to elevate financial strategy, overcome challenges, maximize profits & accelerate growth. Preferred CFO s outsourced CFOs & controllers have decades of experience developing successful financial strategies. Our CFOs are experienced in working with organizations of all sizes, industries, and stages.

Bookkeeping and Accounting

Financial Modeling

Transaction Advisory

Accounts Payable

CFO Services


Business Coaching

Accounts Receivable

Financial Analysis

Variance Analysis

Notary Services

Financial Planning and Analysis

bottom of page