# Preferred CFO: Outsourced CFO and HR leadership helping startups, growing companies and established firms make strategic financial and HR decisions

> Preferred CFO provides outsourced CFO and HR leadership to help organizations grow through strategic financial management.

- Firm type: Fractional executive
- Website: https://preferredcfo.com
- Listing: unclaimed
- Based in: Salem, Utah, United States

## Specialisms

- Finance and FP&A
- People and talent
- Technology and data
- Operations and scaling
- Fundraising and investor readiness

## Engagement models

- Fractional executive
- Interim executive
- Retainer
- Project

## Geographies served

- United States

## Ideal client

- Stage: Seed
- Stage: Series A
- Stage: Series B and later
- Stage: Bootstrapped
- Stage: Established business
- Size: 1 to 10 people
- Size: 11 to 50 people
- Size: 51 to 200 people
- Size: 201 to 1,000 people
- Size: More than 1,000 people

## Services

- CFO Services: Drive growth and optimize financial operations with outsourced CFO leadership and strategic financial management.
- Outsourced HR Services: Provide HR leadership and services without the full-time cost to improve employee management and HR operations.
- FP&A & Forecasting: Improve forecasting, budgeting and performance reporting to support better decision-making.
- Cash Flow & Capital Planning: Support cash flow management and capital planning to ensure financial stability and growth readiness.
- Governance & Performance Reporting: Strengthen governance, reporting and financial controls to align performance with strategic objectives.
- Systems Optimization & Implementation: Optimize financial and HR systems and processes through systems expertise to improve operational efficiency.
- Strategic Advisory: Deliver tailored strategic advisory services that align financial and human resources capabilities with business strategy.

---

Canonical: https://haycion.com/advisors/preferredcfo-com
Source: Haycion Advisor Network, https://haycion.com/advisors
Listing extracted: 2026-09-19