{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/preferredcfo-com","markdownUrl":"https://haycion.com/advisors/preferredcfo-com.md","jsonUrl":"https://haycion.com/advisors/preferredcfo-com.json","name":"Preferred CFO","headline":"Outsourced CFO and HR leadership helping startups, growing companies and established firms make strategic financial and HR decisions","firmType":"Fractional executive","website":"https://preferredcfo.com","location":"Salem, Utah, United States","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T16:05:12.689Z","extractedAt":"2026-09-19T17:44:52.612Z","dateLine":{"kind":"checked","date":"2026-09-19T17:44:52.612Z"},"about":"Combining integrated CFO and HR leadership, Preferred CFO focuses on aligning financial choices with people and operational realities so leadership can make clear trade-offs while scaling. It is hired to untangle fragmented data and competing priorities, translating strategy into hands-on, metrics-driven execution rather than purely theoretical planning.","intro":"Helps leaders convert scattered finance and people data into clear plans, forecasts and hands-on execution so they can scale with confidence.","titlePhrase":"Fractional CFO and HR Leadership","agentUrl":"https://nowen.ai/agents/preferredcfo-com","contactUrl":"https://haycion.com/advisors/preferredcfo-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/preferredcfo-com","label":"Send Preferred CFO a request on Boon","sub":"Boon forwards it to Preferred CFO and invites them to reply."},"facts":[{"label":"Engagement models","value":"Fractional executive, Interim executive, Retainer, Project"},{"label":"Works in","value":"United States"}],"idealClient":{"stages":["Seed","Series A","Series B and later","Bootstrapped","Established business"],"sizes":["Any company size"]},"fit":{"goodFit":["A seed-stage startup, a Series A startup, a Series B or later company, a bootstrapped company or an established business, of any size","Based in the United States"],"engagement":[{"label":"Fractional executive","definition":"A senior leader works part-time inside your team."},{"label":"Interim executive","definition":"A senior leader fills a role full-time until it is hired."},{"label":"Retainer","definition":"Ongoing work on a recurring basis."},{"label":"Project","definition":"A defined scope with one outcome."}]},"specialisms":[{"slug":"finance-and-fpa","label":"Finance and FP&A","hubUrl":"https://haycion.com/advisors/specialism/finance-and-fpa"},{"slug":"people-and-talent","label":"People and talent","hubUrl":"https://haycion.com/advisors/specialism/people-and-talent"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"},{"slug":"fundraising-and-investor-readiness","label":"Fundraising and investor readiness","hubUrl":"https://haycion.com/advisors/specialism/fundraising-and-investor-readiness"}],"services":[{"name":"CFO Services","description":"Client receives outsourced senior financial leadership to support strategic decision making and execution."},{"name":"Outsourced HR Services","description":"Client obtains outsourced HR leadership to manage people policies and talent needs."},{"name":"FP&A & Forecasting","description":"Client gets forecasting, budgeting and FP&A support to translate data into forward-looking plans."},{"name":"Cash Flow & Capital Planning","description":"Client receives cash flow modeling and capital planning to inform funding decisions and liquidity management."},{"name":"Governance & Performance Reporting","description":"Client gains governance frameworks and performance reporting to improve oversight and decision making."},{"name":"Systems Optimization & Implementation","description":"Client has finance and HR systems optimized and implemented to improve data accuracy and operational workflows."},{"name":"Strategic Advisory","description":"Client accesses strategic advisory that guides financial and people decisions for growth and scaling priorities."}],"proofPoints":[],"industries":[],"notableClients":[],"certifications":[],"faq":[]}