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!
San Antonio’s economy is more diverse than most people realize. Defense and military contracting, healthcare and bioscience, manufacturing, construction, and a large hospitality sector all play major roles, and each brings its own financial complexity. Government contracting cycles, healthcare billing complexity, and seasonality-driven cash flow swings all create real planning challenges that a bookkeeper or accountant alone can’t address.
A fractional CFO makes sense for San Antonio businesses that are:
We work with San Antonio businesses across a range of industries. If you operate in construction, manufacturing, or professional services, we have specific experience with the financial challenges your industry faces.
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 area. San Antonio businesses get the same dedicated CFO, the same fixed-rate pricing, and the same forensic-accountant-backed oversight as every Delegate CFO client.
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 San Antonio 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 Fractional CFO San Antonio package.
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.
Get bank-ready financial statements every month, the kind you can hand to your banker, investors, or board without hesitation, fully GAAP-compliant.
Stay in the loop with regular face-to-face virtual meetings, so you always understand what your numbers mean, not just what they are.
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.
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.
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.
Understand exactly which decisions move your profit needle, with 'what-if' scenarios that show the financial impact before you commit.
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.
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.
A full-time CFO in San Antonio 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:
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.