From the moment you sign to every quarter thereafter, DelegateCFO follows the same transparent, battle-tested process we’ve refined with all growth-stage companies—no jargon, no black boxes. On this page you’ll see every step (onboarding, training, ongoing cadence, scope renewals) laid out in plain English and simple timelines.
At DelegateCFO, we believe that empowered clients and strong internal finance teams drive sustainable business success. That’s why our partnership goes beyond delivering financial reports. We actively invest in equipping your people with insights and skills that pay dividends over time.
What’s Included:
No hidden costs. We include these services as part of your ongoing engagement.
Partner with DelegateCFO and watch your team’s financial acumen grow alongside your business.
During the onboarding process, we will be performing a ‘mini audit’ of your financials. We will work with you to organize your information. You can be confident that the financial reporting we issue are both accurate and adhere to industry standards. The end result is solid financials.
Next, we develop your specific financial forecast, key performance indicators, and necessary budgets. This allows us to enhance the strategic planning and financial strategy of company. As well as evaluate the overall financial health.
The process takes a couple of weeks, depending on the level of service requested.
We do not charge for onboarding.
As a client-focused organization, we don’t believe in long-term CFO consulting contracts or agreements. We only request a 30-day notice prior to termination. This helps us make sure everything is organized so you can easily hand off your accounting records without any issues for your business.
Your company is looking for the flexibility a traditional CFO does not provide. This is beneficial to small businesses.
The cost of a virtual CFO service is typically more affordable for today’s small and medium-sized businesses than hiring a full-time professional. CFO outsource pricing is particularly worthwhile when it comes from an experienced team such as Delegate CFO. Our industry expertise and experience can empower your team to produce the best outcomes possible.