Partner of Utah's Oldest Outsourced CFO Firm Launches Own Company

Share Article

Jerry Vance, 9-Year partner of Advanced CFO Solutions, launches Preferred CFO to meet evolving demand in Utah market for growing small businesses with CFO needs.

News Image
For a flat, predictable monthly fee, our clients benefit from CFO services that include a reliable reporting package as well as essentially limitless results from our consulting and under-the-hood team.

Jerry Vance, one of two owners of Advanced CFO until recently, has launched Preferred CFO to focus on meeting the needs of Utah’s growing small businesses. Preferred CFO, which is standardizing the delivery of usable financial information produced by a CFO-managed accounting system, has already aggressively begun introducing its CFO services and innovative business model to customers and hiring new staff, including prominent CFO’s. Jerry decided to separate his growing set of clients and staff in order to focus on a different set of long-term goals. Jerry says, “While the two firms are friendly, we perform our work with different delivery methods and technologies and we generally focus on different sized clients.” Before launching Preferred CFO, Jerry Vance worked to build his previous company with another business partner, for whom he holds tremendous continued respect. Jerry had already begun introducing his innovative business model to his customers, months prior to forming Preferred CFO. Preferred CFO’s innovative approach takes a closer resemblance to a SaaS business model than a traditional consulting or accounting firm engagement. “For a flat, predictable monthly fee, our clients benefit from CFO services that include a reliable reporting package as well as essentially limitless results from our consulting and under-the-hood team,” says Russ Walker who is in charge of Preferred CFO’s business development.

About Preferred CFO
Preferred CFO is one of the premier sources for outsourced CFO services and solutions in Utah. The company offers its clients a finance and accounting system managed by a high-level, part-time CFO, resulting in more time and less money spent for its clients. Preferred CFO specializes in growing businesses, having worked with hundreds of emerging companies to bring clarity and confidence to the businesses’ decision makers regarding their finances, and has helped them raise hundreds of millions in debt and equity financing.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Russ Walker
Visit website