Executive Index

Updated October 20, 2026

CFO rankings / Firm profile

Preferred CFO

Salem, UT · Founded 2013 · Last verified 2026-10-07

45
/ 100

Moderate evidence confidence

Companies that want a named CFO from a Salem, Utah roster, including SaaS teams and owners preparing for a transaction.

Bench / Marketplace ModelTechnology startups, generalFounder-led / bootstrapped SMB
Visit site
Preferred CFO website homepage
Captured October 7, 2026. Visit site

Firm details

Website
https://preferredcfo.com/
HQs
Salem, UT

Address: 478 S 100 E, Salem, UT 84653.

Typical buyer
Companies that want an outsourced CFO from a named roster, including SaaS companies and buyers preparing for a transaction.
Verticals
Technology startups, general
Specialties
Outsourced and virtual CFO work, SaaS CFO services, and M&A and exit support. The firm also offers HR services.

People

Best fit

  • Buyers who want a named CFO from Preferred's roster, including a virtual engagement.
  • SaaS companies. The firm publishes a SaaS CFO services page.
  • Owners preparing a sale or another transaction. M&A and exit services cover buyers and sellers.

Poor fit

  • Buyers who need the firm's own rate card. The public cost range is a market estimate in the firm's article.

Pricing

Published rates, firm estimates, and third-party estimates stay in separate rows.

  • The $3,000 to $10,000 monthly range is a market estimate in the firm's own article. Preferred does not publish its rate card there
Firm estimate

Typical market cost

$3,000-$10,000/mo

Most agreements fall between $5,000 and $7,000 per month. This is a market range, and it is not a Preferred rate card.

Jerry Vance's article on the Preferred site, accessed 2026-10-07.

How Much Does a Fractional CFO Cost?

Clients

ClientIndustryWhat they didSource
No named clients published

Where Preferred CFO ranks

Rank is page-relative. See the methodology.

Industry

#10Technology startups, general

Location

#4Utah#8United States, Remote Delivery

Stage

#8Exit / M&A readiness#9Established / profitable SMB

Model

#3Bench / Marketplace Model

Profile

#9Founder-led / bootstrapped SMB

Evidence notes

  • Jerry Vance's bio gives a count of organizations served. That count is company-reported
  • Score 45 from ratings of 3, 2, 2, 2, and 2 on Track Record, Segment Fit, Pricing Transparency, Responsiveness, and Credentials. Points equal each weight times the rating divided by 5.
  • Jerry Vance has provided CFO consulting to over 300 organizations. That figure is company-reported.
  • The homepage case-study module repeats theme placeholder copy, so this profile does not treat those blocks as clients.
Main limitation: The public price is a market range from the firm's article, and the client-count claim is company-reported.