Preferred CFO Review (2026): Utah-Based Fractional CFO Services

A deep dive into Preferred CFO—regional fractional CFO services, pricing, and whether it fits your business needs.

At a Glance

Rating: 4.0/5.0 Starting at: $3/month Best for: Mid-market companies ($3-20M revenue) in the Western US

Key Takeaways

  • •Utah-based fractional CFO firm serving the Mountain West
  • •Focuses on mid-market companies ($3-20M revenue)
  • •Dedicated CFO model with personalized service
  • •Pricing in the $3k-8k/month range
  • •Regional presence with strong Utah ties

What is Preferred CFO?

Best for: Mid-market companies ($3-20M revenue) in the Western US

Starting at

$3,000/mo

Utah

Based

$3-20M

Revenue Focus

Dedicated

CFO Model

$3-8k

Monthly

Preferred CFO is a Utah-based fractional CFO firm that provides dedicated financial leadership to mid-market businesses across the Mountain West and Western United States. Founded to serve established companies that have outgrown basic bookkeeping but need strategic finance expertise, Preferred CFO offers personalized CFO partnership without the cost of a full-time executive.

Unlike larger national firms or network models, Preferred CFO emphasizes regional presence and personalized service. Their CFOs work directly with clients as dedicated partners, providing ongoing strategic finance support including forecasting, board presentations, fundraising assistance, and financial strategy.

Preferred CFO Services & Pricing

Dedicated CFO partnership including financial strategy, forecasting, budgeting, and board presentations.

$3,000-8,000/month

Strategic forecasting, scenario planning, and budget development for growth companies.

Included in CFO package

Financial model preparation, due diligence support, and investor presentation assistance.

Add-on services available

Pricing Note

Preferred CFO's pricing of $3,000-8,000/month positions them in the mid-range for fractional CFO services. Pricing depends on company size, complexity, and specific service needs. They serve established mid-market companies rather than early-stage startups.

How Does Eagle Rock CFO Compare?

Work with the same CFO consistently for deep understanding of your business.

Strong understanding of Western US business landscape and regulations.

Relevant experience with established $3-20M revenue companies.

Primarily serves Western US—may not be ideal for national companies.

Less resources than larger national fractional CFO firms.

May lack private equity due diligence experience for larger exits.

Frequently Asked Questions

This article is part of our Fractional CFO Reviews & Evaluation Guides | Eagle Rock CFO guide.