With multiple entities across the globe, Vincere sought fractional CFO services to assist in consolidation, forecasting, SaaS metrics, and budget to actual review. Preferred CFO helped to clean up and consolidate accounting, provided forecasting, developed a strategic SaaS financial reporting package, and provided strategic leadership. Preferred CFO helped to support the company as they saw 2. 5X growth over a 2-year period, eventually helping to facilitate a strategic sale.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Virtual CFO
- Fractional CFO Services
- Outsourced CFO Services
- Strategic Finance
- Saas CFO Services
Sentiment Analysis
Preferred CFO is a first class organization who stepped up to the challenge for my company when we were going through a major transition.
We knew we needed experienced leaders to make this happen and we found precisely what we were looking for with Preferred CFO.
I highly recommend Preferred CFO and look forward to the continued growth of our business as a result of this partnership.
They are always attentive, very customer-service oriented, and thorough with their work.
We were struggling without a CFO, and she has provided the financial guidance we needed to stabilize and grow.
They have helped me get my finances in order and to have a much better handle on what's going on in my business.
We have been there 3 years and have had the best experience!
She is fast, accurate and so good at what she does.
Very convenient, reliable and professional.
They prepare our monthly financials, work with our auditors, help out with weekly payroll and accounts payable, assist with cash flow budgeting for new clinics and a number of other services at a fair and reasonable cost.
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