Insights

Specialized Financial Solutions Preferred CFO offers tailored outsourced CFO, systems, controller, and strategic advisory solutions, providing a competitive edge in delivering specialized financial services to organizations.

Tech-Savvy Approach The company leverages a robust tech stack including Google Ads, Twitter Emoji (Twemoji), and Google Maps, showcasing a tech-savvy approach that aligns with modern business trends, making them an attractive option for tech-savvy clients.

Mid-Size Market Focus With a revenue range of $0 - 10M and a team size of 11-50 employees, Preferred CFO's focus on mid-sized organizations presents a prime sales opportunity for companies seeking financial services tailored to their specific needs and growth stage.

Competitive Differentiation Within its similar company landscape, Preferred CFO stands out with its specialized services, moderate revenue range, and tech-forward approach, positioning them as a unique and appealing choice for businesses seeking personalized financial solutions.

Potential Expansion into Larger Markets Given the competitive landscape and revenue potential compared to companies with larger revenues, Preferred CFO may explore strategies to expand its market presence and client base into higher revenue brackets, offering growth opportunities in untapped segments.

Similar companies to Preferred CFO

Preferred CFO Tech Stack

Preferred CFO uses 8 technology products and services including Google Ads, Google Ads Conversion Tracking, Section.io, and more. Explore Preferred CFO's tech stack below.

Google Ads
Advertising
Google Ads Conversion Tracking
Analytics
Section.io
Content Delivery Network
Twitter Emoji (Twemoji)
Font Scripts
Google Maps
Maps
Google My Business
Miscellaneous
HTTP/3
Web & Portal Technology
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 Google AdsGoogle Ads Conversion TrackingSection.ioTwitter Emoji (Twemoji)Google MapsGoogle My BusinessHTTP/3AddThis.

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