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!
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.
A fractional CFO company provides incredible insight and opportunity for businesses. Using a service such as this makes sense for companies that want to grow. This 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 these 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.
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.
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.
We make sure your accounting records include all the correct accruals and adjustment to give you an accurate picture of your 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 your company’s future.
We provide 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.
We host scheduled virtual meeting to discuss the various aspects of your financials. Virtual meetings allow for face-to-face connection and are more extremely productive for our clients.
We will provide the most critical company-wide Key Performance Indicators to help you reach your goals.
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 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.
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 and surprises in cash flow.
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 enough time to pivot if cash flow becomes strained.
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.