Insights

Tailored financial solutions Preferred CFO offers tailored outsourced CFO, systems, controller, and strategic advisory solutions, providing potential for customized financial services to meet specific client needs.

Tech-savvy operations The company utilizes a diverse tech stack including Google Ads, Microsoft Clarity, and WP Rocket, showcasing a commitment to leveraging technology for efficient operations, appealing to tech-focused clients.

Competitive positioning With a focus on financial services and a revenue range of $0-10M, Preferred CFO competes with companies like UpMetrics or AcuityCFO, offering a potential target market for competitive positioning strategies.

Expansion opportunities Having 11-50 employees and zero disclosed funding, there is a growth potential for Preferred CFO to expand its workforce and services, creating opportunities for partnership or client acquisition.

Market alignment Given the company's location in Salt Lake City, UT, and its revenue range, Preferred CFO aligns with the market trends in the financial services industry, presenting a favorable landscape for business development within the region.

Similar companies to Preferred CFO

Preferred CFO Tech Stack

Preferred CFO uses 8 technology products and services including Google Ads, Microsoft Clarity, WP Rocket, and more. Explore Preferred CFO's tech stack below.

Google Ads
Advertising
Microsoft Clarity
Analytics
WP Rocket
Caching
TweenMax
Javascript Frameworks
HTTP/3
Miscellaneous
RSS
Miscellaneous
Gravity Forms
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 October 2024, 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 October 2024, Preferred CFO has approximately 41 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 Google AdsMicrosoft ClarityWP RocketTweenMaxHTTP/3RSSGravity FormsAddThis.

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

Company Overview

Headquarters: Salt Lake City, UT 84106 US
Phone number: ✕
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+1-801-804-****
Website: preferredcfo.com
NAICS Code: 523920 - Portfolio Management
Founded: 2013
Employees: 11-50

Media & News

Funding & Financials

$10M
Preferred CFO's revenue is in the range of $10M

Funding & Financials

$10M
Preferred CFO's revenue is in the range of $10M

Company Leadership

N. C.
Chief Executive Officer
✕
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Mobile Phone
✕
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Email
W. V.
CFO
✕
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Mobile Phone
✕
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Email
E. T.
Chief Revenue Officer (cro)
✕
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Mobile Phone
✕
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Email
J. T.
Chief Financial Officer
✕
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Mobile Phone
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Email
N. E.
Chief Financial Officer
✕
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Mobile Phone
✕
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Email

Employee Directory

N. E.
Chief Financial Officer
✕
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Mobile Phone
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Email
A. B.
Chief Financial Officer
✕
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Mobile Phone
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Email
C. B.
Consulting Cfo
✕
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Mobile Phone
✕
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Email
C. B.
Chief Financial Officer
✕
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Mobile Phone
✕
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Work email
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Email
D. G.
Cfo
✕
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Mobile Phone
✕
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Work email
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Email

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Capital Numbers

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Preferred CFO Tech Stack

Media & News

Preferred CFO's Email Address Formats

Frequently Asked Questions

Where is Preferred CFO's headquarters located?

What is Preferred CFO's phone number?

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

How much revenue does Preferred CFO generate?

What is Preferred CFO's NAICS code?

How many employees does Preferred CFO have currently?

What industry does Preferred CFO belong to?

What technology does Preferred CFO use?

What is Preferred CFO's email format?

When was Preferred CFO founded?

Preferred CFO

Company Overview

Media & News

Funding & Financials

Funding & Financials

Company Leadership

Employee Directory

Ready to create more pipeline?

Ready to create more pipeline?