Current, a national partnership of premier accounting and advisory firms, today announced that Preferred CFO has joined the platform. Based in the greater Salt Lake City metro area, Preferred CFO provides fractional CFO, controller, strategic finance and capital-raising support. The addition further advances Current’s strategy to build one of the country’s leading advisory organizations.
For more than a decade, Preferred CFO has helped organizations build the financial visibility, forecasting discipline and strategic insight needed to strengthen cash flow, allocate capital, make more informed decisions, and grow with greater confidence.
The addition of Preferred CFO represents another milestone in Current’s national expansion strategy. With an established presence across the West Coast, Midwest, Northeast and Southeast, Current now extends its reach into the Mountain West while adding a proven advisory business that reflects the company’s long-term strategy to diversify beyond traditional accounting services. As demand continues to shift toward higher-value strategic advisory, Current is intentionally expanding its network with firms that help clients navigate growth, transformation and increasingly complex business decisions.
“From the beginning, our vision has been bigger than building a traditional accounting platform,” said Steve Stagner, CEO of Current. “We’re building the premier growth platform for firms that help clients make smarter decisions and create lasting value. Advisory services represent one of the fastest-growing opportunities in our profession, and Preferred CFO is exactly the kind of firm we’re looking to partner with. They’ve built an exceptional business around strategic financial leadership, helping clients solve complex business challenges and accelerate growth. Their addition advances our strategy to expand advisory services across the Current network while creating new opportunities for collaboration, innovation and long-term value for our clients.”
Preferred CFO has built its reputation by delivering executive-level financial expertise to companies that need sophisticated financial leadership but may not yet need or be ready to build a full-time internal CFO function. Its team partners with business owners and leadership teams on financial strategy, forecasting, financial modeling, cash flow management, capital planning, capital raising and operational decision-making. This gives clients the insight and broader finance capabilities they need to confidently navigate each stage of growth.
“As we looked toward the next chapter of our firm’s growth, we wanted a partner that shared our entrepreneurial mindset while providing the technology, innovation and resources to help us continue scaling,” said Jerry Vance, CEO of Preferred CFO. “Current gives us the opportunity to invest more deeply in our people, expand our capabilities and strengthen the support we provide to clients. Most importantly, this partnership will help us continue delivering the financial visibility, experienced leadership, and strategic guidance business owners need to make confident decisions, navigate complexity, and prepare for long-term growth. We found a partner that believes, as we do, that the future of our profession lies in combining exceptional people, modern technology, and forward-looking advisory. We couldn’t be more excited about what we’ll accomplish together.”
Preferred CFO joins Current’s growing national network of firms that are redefining modern professional services through technology, specialized expertise and entrepreneurial leadership. Together, the organizations will continue expanding advisory capabilities while preserving the client relationships, local leadership, and culture that have fueled their success.
About Preferred CFO
Preferred CFO provides fractional CFO, controller, outsourced accounting, strategic finance and capital raising support to growing businesses nationwide. Since 2013, the firm has helped CEOs, business owners and leadership teams move beyond historical financial reporting by providing the visibility, forecasting, financial modeling, financial infrastructure and executive guidance needed to make confident decisions. Its experienced team supports organizations through growth, cash flow challenges, capital planning, capital raising, operational change and other periods of increased financial complexity, helping leaders navigate what comes next and achieve sustainable long-term growth.
About Current
Current is a national partnership of premier accounting and advisory firms, built for how the profession is evolving. Founded by Jake Sloane and Frank Zhang, Current brings together more than 30 high-performing firms across the country to create shared advantage, combining advanced technology, global talent and enterprise-scale resources while preserving the local leadership, entrepreneurial independence and trusted client relationships that make each firm successful.
Backed by Thrive Holdings, a leading technology investor with connections to OpenAI, Current is investing in AI-driven innovation and modern operating capabilities that fundamentally change how accounting work gets done. By reducing administrative burden and expanding access to specialized expertise, Current enables its partner firms to move beyond traditional compliance work and spend more time helping clients plan, decide and grow.
Named one of Accounting Today’s Best Firms for Technology, Current is redefining what it means to thrive in today’s professional services landscape.
For more information, visit Current.co.
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