Preferred Small Business Solutions

Overview

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Company Description

At Preferred Small Business Solutions, we understand the challenges of running a small business and want to help you maximize your productivity, by taking the back-office functions off your hands.  From daily transactional work to fractional CFO analysis, we provide small business owners with clean books and more time to run the business.

Our sister company, Preferred Business Management Solutions, simplifies and clarifies the complex financial lives of our high-net-worth clients. Through consultation, we create and implement a personalized plan that includes services ranging from monthly bill payment and reconciling all financial accounts to coordinating and liaising with other advisors, monitoring accounts for fraud, and acting as a fiduciary.