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Fractional CFO Houston

Delegate CFO offers fractional CFO 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 Houston 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 interim executive 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.
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When Should Houston Businesses Use a Fractional CFO?

Houston’s economy runs on complexity. From energy and petrochemical companies managing volatile commodity cycles, to construction firms juggling job costing and bonding requirements, to fast-growing logistics and healthcare businesses trying to scale without losing financial control, the businesses that thrive here tend to share one thing: they make financial decisions based on real data, not gut feel.

A fractional CFO makes sense for Houston businesses that are:

  • Growing revenue but watching cash get tighter, not looser
  • Preparing for a bank relationship, line of credit, or outside investment
  • Making major hiring, equipment, or expansion decisions without a clear financial model behind them
  • Operating without a rolling forecast or a current break-even analysis
  • Managing multiple projects or departments without visibility into which ones are actually profitable

 

We work with Houston businesses across a range of industries. If you operate in constructionmanufacturing, or professional services, we have specific experience with the financial challenges your industry faces, not just general small business accounting.

Because our CFO services are fully remote, you get senior-level financial leadership without the overhead of a local hire, and without being limited to whoever happens to be available in your zip code. Houston businesses get the same dedicated CFO, the same fixed-rate pricing, and the same forensic-accountant-backed oversight as every Delegate CFO client.

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.

Experience

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.

Customized fractional & cfo services

Delegate CFO services are customized to help your Houston based 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 our Houston Fractional  CFO package.

Month End Close

Know your exact financial position every month, so every management decision is based on accurate numbers, not guesswork. We verify every major account has the supporting documentation behind it.

Core Financial Statements

Get bank-ready financial statements every month, the kind you can hand to your banker, investors, or board without hesitation, fully GAAP-compliant.

Scheduled Meetings

Stay in the loop with regular face-to-face virtual meetings, so you always understand what your numbers mean, not just what they are.

Company-Wide KPI

Know exactly how your business is performing at any given moment, with the metrics that actually matter to your bottom line, not a generic dashboard.

Break-Even Analysis

Know precisely how many sales you need to cover your costs every month, so you and your sales team are never caught off guard when cash gets tight.

Free Cash Flow

See not just how much cash you have today, but what you're projected to have, so you can make hiring and spending decisions with confidence.

Financial Levers

Understand exactly which decisions move your profit needle, with 'what-if' scenarios that show the financial impact before you commit.

Forecasting

Stop reacting to financial surprises. A rolling 12-month forecast keeps you ahead of cash flow dips so you can plan hires, investments, and growth with confidence.

Pipeline Report

See your revenue 60–90 days out so your sales team and your cash flow are always aligned, and you have time to pivot if needed.

Ready to bring CFO-level strategy to your Houston business?

A full-time CFO in Houston averages $200,000 or more in salary and benefits. Delegate CFO gives you the same strategic financial leadership, cash flow forecasting, internal controls, and KPI reporting, at a fixed monthly rate built for growing businesses.

What you get with Delegate CFO:

  • A dedicated senior CFO working directly with you, not a rotating team
  • Fixed, transparent pricing with no long-term contract required
  • Internal control review by a Certified Forensic Accountant, built into every engagement
  • Up to 6 virtual meetings per month so you always know where your finances stand

Book a free consultation — no commitment required

Fractional CFO Services

Over Twenty Years of Accounting Experience

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

OAfter 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.

What types of Houston companies benefit from fractional CFO services?

Houston startups, small businesses, and growing firms that need expert financial strategy but aren’t ready for a full-time CFO all benefit from fractional CFO support.

What services does a fractional CFO provide?

 Fractional CFOs help with financial strategy, budgeting, cash flow management, forecasting, financial reporting, and investor or lender communications.

How is pricing determined for fractional CFO services?

Pricing is based on the scope of services and the level of involvement your business requires, typically as a monthly retainer or project-based fee.

Get your Free Fractional CFO consultation today!