The San Francisco Bay Area is the heart of global innovation, home to world-leading startups in SaaS, fintech, health tech, AI, and more. According to the Bay Area Council Economic Institute, the region is home to over 25,000 startups, fueling more than 40% of U.S. venture investment annually.
At Delegate CFO, we understand the unique financial, fundraising, and compliance challenges facing Bay Area startups, from high burn rates and rapid scaling to VC, and angel investment. Our experienced virtual CFOs customize solutions for founders and startup teams in San Francisco, Silicon Valley, Oakland, and beyond, supporting your journey from MVP to exit.
Delegate CFO has supported startups and high-growth businesses across, tech, consumer brands, and more. Whether you’re bootstrapped, venture-backed, or just exploring next steps. We’re ready to support your journey.
We offer three different service levels, each with additional a-la-carte services that can be added on, so you only pay for exactly what you want and need.
Our Virtual CFO service provides year-round strategy by partnering you with a Virtual CFO and a remote accounting team. Our Virtual 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— Virtual CFO goes further. It addresses how companies project and plan the business’s future to enable growth and to reach its full potential.
If you have a growing business that needs professional financial advice but don’t need a full-time CFO or controller, our Virtual CFO service is a perfect fit.
Our Virtual Controller is an accountant responsible for making sure accounting records are complete and accurate. With the aid of a Virtual Controller, a company gains insight into the financial health of the business at any point. They help your company grow financially. Careful, clear planning and transparent data enable companies to achieve their goals.
If you’re a growing business that needs professional financial advice don’t need a full-time Controller, our Controller service is a perfect fit.
Our Virtual Accounting Manager takes over where your bookkeeper leaves off. We review the information at month end close and adjust to accrual accounting. Essentially, we perform a ‘mini-audit’ each month to ensure information is complete and accurate. Without accurate financial statements, a business cannot react properly to the business environment.
If you’re a growing business that needs professional financial advice, our Accounting Manager service is a perfect fit.
Delegate CFO promises we will never hide our pricing or charge you ‘hourly billing’ rates. Our fees are fixed and based on your company’s specific needs. Our pricing is fixed for 12 months and you are never billed for miscellaneous items.
During our free consultation, we’ll discuss the services your company needs and your personal and professional goals. As an added benefit, all of our meetings are held virtually.
Looking for more detailed information on our virtual CFO charges and service packages?
Ready to gain financial clarity and fuel your growth?