Insights

Outsourced CFO Solutions Preferred CFO offers tailored outsourced CFO services, providing an opportunity to target organizations seeking financial expertise without maintaining a full in-house team.

Financial Technology Stack Preferred CFO utilizes a varied tech stack including Google Ads and Microsoft Clarity, presenting a chance to engage with organizations invested in modern financial technologies.

Revenue Potential With a revenue range of $0 - 10M, collaborate with Preferred CFO to capture potential clients within this financial bracket looking for strategic financial advisory services.

Competitive Analysis Comparing against competitors such as UpMetrics or AcuityCFO can help in positioning Preferred CFO's services for businesses looking for similar financial support in the market.

Industry Expansion Preferred CFO's location in Salt Lake City, UT, opens opportunities to connect with organizations in the thriving financial services industry in that region for potential partnerships and clients.

Similar companies to Preferred CFO

Preferred CFO Tech Stack

Preferred CFO uses 8 technology products and services including Linkedin Ads, Linkedin Insight Tag, ApplicantPro, and more. Explore Preferred CFO's tech stack below.

Linkedin Ads
Advertising
Linkedin Insight Tag
Analytics
ApplicantPro
Applicant Tracking Systems
TweenMax
Javascript Frameworks
Google My Business
Miscellaneous
Open Graph
Miscellaneous
Autoptimize
Web Platform Extensions
AddThis
Widgets

Media & News

Preferred CFO's Email Address Formats

Preferred CFO uses at least 1 format(s):

Preferred CFO Email Formats	Example	Percentage
FirstL@preferredcfo.com	JohnD@preferredcfo.com	49%
FLast@preferredcfo.com	JDoe@preferredcfo.com	1%
Last@preferredcfo.com	Doe@preferredcfo.com	1%
FirstL@preferredcfo.com	JohnD@preferredcfo.com	49%

Frequently Asked Questions

Where is Preferred CFO's headquarters located?

Preferred CFO's main headquarters is located at Salt Lake City, UT 84106 US. The company has employees across 1 continents, including North America.

What is Preferred CFO's phone number?

You can contact Preferred CFO's main corporate office by phone at

+1-801-804-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Preferred CFO's official website and social media links?

Preferred CFO's official website is preferredcfo.com and has social profiles on LinkedIn.

How much revenue does Preferred CFO generate?

As of January 2025, Preferred CFO's annual revenue reached $3.8M.

What is Preferred CFO's NAICS code?

Preferred CFO's NAICS code is 523920 - Portfolio Management.

How many employees does Preferred CFO have currently?

As of January 2025, Preferred CFO has approximately 46 employees across 1 continents, including North America. Key team members include Chief Executive Officer: N. C.CFO: W. V.Chief Revenue Officer (cro): E. T.. Explore Preferred CFO's employee directory with LeadIQ.

What industry does Preferred CFO belong to?

Preferred CFO operates in the Financial Services industry.

What technology does Preferred CFO use?

Preferred CFO's tech stack includes Linkedin AdsLinkedin Insight TagApplicantProTweenMaxGoogle My BusinessOpen GraphAutoptimizeAddThis.

What is Preferred CFO's email format?

Preferred CFO's email format typically follows the pattern of . Find more Preferred CFO email formats with LeadIQ.

When was Preferred CFO founded?

Preferred CFO was founded in 2013.

Preferred CFO

Financial ServicesUtah, United States11-50 Employees

Preferred CFO provides tailored outsourced CFO, systems, controller, and strategic advisory solutions to organizations of all sizes.
Our team consists of experienced CFOs, expert systems advisors, controllers, and bookkeepers. 

This means we can augment existing teams by elevating financial strategy, or can offer fully outsourced financial solutions to organizations without an in-house team.

Learn more at www.preferredcfo.com