Virtual CFO Services

Delegate CFO offers virtual and fractional services expertise at fixed rate pricing. Our CFOs focus on strategic planning to help protect profits and manage cash flow. Work with a trusted virtual CFO to grow your company’s wealth today.

CFO Services

Delegate CFO offers virtual and fractional services expertise at fixed-rate pricing. Our CFOs focus on strategic planning to help protect profits and manage cash flow. Work with a trusted virtual CFO to grow your company’s wealth today!

What is a Fractional CFO?

A fractional CFO or virtual CFO (chief financial officer) is a remote-based CFO—a real person—who provides high-level services to give your company. No matter the size of your business, we provide the expertise, direction, and concentration of an in-house CFO. We just do it remotely as a consulting service. An online CFO should be seen as an investment. Hiring someone with the experience of a big-business C-level executive without the cost of hiring a full-time employee is where we come in. We are more than just an accountant or a controller. This is high-level strategy—the type of work expected from an experienced financial executive. We provide analysis for helping your team with cash flow modeling and break-even analysis. Because of the strategic nature of the service, we schedule up to six virtual meetings per month. These meetings deal with cash flow, financial review, pipeline and practice development, banking relationships, and long-term goals. Your goals are our goals: We want to maximize shareholder value, accelerate growth, and achieve profit goals.

Benefits of Fractional CFO Services and Virtual CFO Services

Fractional CFO services provide companies with insight into their future. Unlike traditional accounting—which is a representation of the money that has already come into a business or has been spent by a company—fractional accounting goes further. It addresses how companies project and plan the business’s future to enable growth and to reach its full potential.


When Should You Utilize a Virtual CFO Company?

A VCFO company provides incredible insight and opportunity for businesses. Using a service such as this makes sense for companies that want to grow. A virtual CFO service is also beneficial to businesses that may not be seeing the type or amount of growth they desire. It is advantageous for young companies creating a plan to move forward.

Utilizing a virtual CFO service means there is no need to invest in a full-time professional working in your company (which is expensive), but allows full access to these services.

Delegate CFO differs from competitors. With our complete understanding of internal controls that translate into future financial gains, companies of all types can significantly benefit from working with our skilled professionals.

We take the time to learn about your company, goals, and strategies to provide clear, concise data to help your business advance, as desired. At the same time, our remote CFO services are always focused on maintaining clear communications with you. We are here to help you see how fractional accounting can enhance your business’s short- and long-term goals.

Customized fractional & cfo services

Delegate CFO services are customized to help your company reach its financial goals. We match the services needed to make your operations more profitable. Don’t need it? You don’t pay for it.

We understand small business. Below is an example of some of the services we offer with the fractional and virtual CFO package.

Month End Close

We ensure accounting records include all the correct accruals and adjustment to give an accurate picture of operations. We verify there is supporting information for all major accounts. Accurate financial information is key to be able to make correct management decisions on the company’s future

Core Financial Statements

We provide a balance sheet, income statement, and cash flow statement in accordance with generally accepted accounting principles (GAAP). These will be statements that you can give to your banker and all shareholders.

Scheduled Meetings

We host scheduled virtual meeting to discuss the various aspects of your financials. Virtual meetings allow for face-to-face connection and are extremely productive for our clients.

Company-Wide KPI

We will provide the most critical company-wide Key Performance Indicators to help you reach your goals.

Break-even Analysis

Knowing your break-even point is crucial to the survival of your business. We not only calculate the break-even for you, we keep you and your sales department aware of the sales needed to keep the bills paid.

Free Cash Flow

Free cash flow is the amount of cash a business can utilize after all the costs have been paid. We design the Free Cash Flow to correspond with your forecast so you can not only see what you have, but what you are projected to make.

Financial Levers

What are your drivers for revenue and expenses? We will help you understand these levers and walk you through ‘what-if’ scenarios to better understand the effect of a decision.


A budget is the goal of the company, the forecast is the map on how you are going to get there. We perform a 12 month rolling forecast for your company so you can react to changes and head off any surprises in cash flow.

Pipeline Report

Revenue now is great, understanding where your revenue is going to be 2 -3 months from now is key. We help your sales department build a financial pipeline report and allow for enough time to pivot if cash flow will become strained.

Performance by Project

What is your cash efficiency by project? We help you understand the concept of cash efficiency which allows you to shift resources on the projects that truly contribute to the health of your company.

Team Member Performance

Service-based companies have employees who charge their time. We develop key metrics for each employee level. This allows management to understand the impact on personnel decisions and identify the revenue producers for each company.

Customized Department Reports

Not all information relevant to the health of our company is in the financial statements. Items such as customer satisfaction can have a tremendous impact on revenue and never appear in your general ledger. We develop metric reports to create additional resources that help managers understand the non-financial metrics affecting the bottom line.

Debt Planning and Reduction

We develop the necessary external funds needed models to help explain the benefits or risks encountered with expansion. If reduction is the focus, we help guide you through the process on getting away from excessive debt.

Bank Relationships

We develop and nurture your company's relationship with financial institutions. Additionally, we will coordinate Line of Credit reviews and get bids from other banks. We focus on getting the best rate and terms possible.

Resource Planning

In addition to the forecasting, we will make sure the resources of each company are utilized to their fullest. Whether it is clearing a bottleneck or removing equipment that is not producing, we focus on all resources to get the best ROI.

Why Choose Delegate CFO?

Fixed Fee Pricing

Our fee structure has a fixed price for one year. There are no surprises. The services and price each month won’t change.


Our founder was a partner in a mid-size public accounting firm for 20+ years. During that time, he oversaw the financials of large and small businesses. In addition to being a CPA, he is also a Certified Forensic Accountant.

What makes Delegate CFO different than our competitors? We have the ability and knowledge to secure your internal controls and guard against fraud in your organization. Traditional controller services, with additional expertise in forensic accounting.

What our clients have to say:

FAQ About Our Virtual Services Some of the most common questions we receive

Technology is improving the ability to function outside of a formal office setting. For us, the ‘virtual’ aspect means we can access the accounting records remotely and communicate with our clients by web video, snap chat, email, and telephone. All reports–from forecast to financial statements–are made available to clients via a secure portal they can access at any time.

Our founder was a partner in a public accounting firm and has been in the profession for 20+ years. Over that time, he’s been able to identify the common areas of improvement most new and seasoned accountants need. He utilizes this experience to work with our client’s staff to see where they are at, and how to increase their accounting knowledge. We strongly believe in training for success.

Yes. In our initial meeting, we utilize a real-time worksheet for a proposal. The client can select the services needed. When the meeting is complete, the fixed cost is set. No one likes surprises in billing. We eliminate this obstacle right from the start.

Client confidentiality is extremely important. We are a part of the client’s C-team, and we treat them as if they are employers–not customers. We only list clients that specifically allow us to do so.

In a nutshell, a forensic accountant is a highly trained accountant with additional certifications who can identify and uncover financial fraud. To become certified takes years of financial and internal control training, plus additional certification testing.

Additional information on our cfo services

how to vet a cfo

Outsourced CFO A Comprehensive Guide

Outsourced CFO: a comprehensive guide In the dynamic world of business, financial management is key. Yet, not all businesses can afford a full-time CFO. Enter the Outsourced CFO. An outsourced CFO, or a virtual CFO, offers a solution. They provide high-level financial expertise without the cost of a full-time executive. But what exactly does this CFO do? They handle financial reporting, analysis, and forecasting. They assist with fundraising, cash flow management, and budgeting. They even help with strategic planning. by Luca Bravo (https://unsplash.com/@lucabravo)   In essence, they play a crucial role in a company’s financial health. This comprehensive guide will delve into the world of virtual

Outsourced CFO Guide

Have a need for Virtual CFO? Schedule your complimentary consultation!

Over Twenty Years of Accounting Experience

Fractional CFO Services

Delegate CFO was founded by Steven D. Hovland (#TheForensicCFO), Certified Public Accountant (CPA), and Certified Forensic Accountant (CRFAC).

After 20 years in the public accounting arena as a partner in a mid-size public accounting firm, Steve began brainstorming a client-centered model for fractional CFO services that favors you, the client.

Steve realized the old model of doing things in the accounting world no longer worked to the client’s advantage. The archaic systems didn’t evolve with technology or the digital age. Billing clients hourly to tell them what they already knew and then charging for any inefficiencies that were found resulted in the dreaded “additional billings.” He believes that the price quoted upfront should be the price of the service. Period.

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2536 Rimrock Ave
Suite 400-139
Grand Junction, CO 81505