Delegate CFO offers virtual bookkeeping services and outsourced accounting services at reasonable pricing. Our accountants focus on providing the best bookkeeping services with CPA knowledge, so you can have comfort in the quality of your accounting records. Work with a trusted accountant to keep your company profitable. See our list of bookkeeping services.
With most businesses operating through the cloud and virtually, doesn’t it make sense that your bookkeeping should be as well? Our accountants have refined the bookkeeping process. What was once a time-consuming and meticulous process has been streamlined using QuickBooks Online and Xero.
Virtual bookkeeping is the same as traditional bookkeeping, but with one distinct advantage—the small business owner has access to the expertise of an accountant, no matter the business’s location. With virtual bookkeeping, the owner has access to real-time information and is not tied down to one location.
We offer comprehensive online bookkeeping. This includes bank reconciliation to verify your financial institution’s information is accurate. We also provide general ledger accuracy, fluctuation analysis to alert of discrepancies, and accounts payable outsourcing—allowing us to handle your bills with ease.
Investment in online bookkeeping services is one of the best financial decisions for many companies. It allows any business to free management time to handle customer-centric tasks while assuring all accounts payable and receivable transactions are met with accuracy. With our online bookkeeping, you do not have to hire anyone to do this work for you. That saves you money by reducing payroll costs.
Any type of business can benefit from our outsourced bookkeeping service. This includes small companies without an in-house accounting staff, startups, service-based businesses such as lawyers, etc.
With this service, our accountants help:
Financial management is a core component of business success. If you do not have insight into your expenses and revenue, you may be unable to make key decisions for your company. Many business owners do not have the time or proper training to do so.
More so, you may not want to invest in an in-house professional because of budget limitations. If your company is struggling to balance the books and meet customer needs, it is time to reach out for our online bookkeeping services.
Choose a professional organization with ample time to devote to your accounts. You also want to look for a company with experience and a solid reputation to meet your requirements. While location does not matter, it is important to choose a company that is there for you whenever you need information or real-time access to documents.
Delegate CFO is here for you. Our team is readily available to answer your questions. We can help untangle complicated accounts that you haven’t had time to manage or aid in setting up new accounting solutions for your business.
Reach out today for effortless support for all your bookkeeping needs.
Delegate CFO outsourced controller services are customized to help your company reach its goals. We have the ability to match the correct services to make your operations more profitable. Our fee structure locks in the price for one year. So you know the services and price each month.
Below are some of the services we offer with the virtual controller package.
We will record all of your cash transactions in either QuickBooks or Xero. A timely reconciled bank account provides the small business owner a pulse on the actual cash balances.
Having accurate financial statements starts with a clean general ledger. We will review your ledger each month to verify all transactions are recorded and all adjustments are made timely.
We will perform an expense fluctuation analysis and alert you to any discrepancies you should bring to your controller or CFOs attention.
We will provide consultation as to the impact of a transaction.
We will transmit to your tax accountant all requested financial information. Additionally, we will alert your controller if there appears to be a need for a tax reserve.
We will organize, record, and prepare your invoices for payment. Having us assist in this step adds an additional level of internal control to combat embezzlement.
As a client-focused organization, we don’t believe in long-term contracts. Our services are month-to-month.
We do not charge for onboarding provided your records are clean. If there is work needed to be done to clean up the records, we will update them for a one-time fee.
We will discount up to 20% of the published fees for the accounting manager services if you choose this add-on option.
Our bookkeeping price packages are adjusted for each business and its needs, however, your minimum investment is:
Our firm is Quickbook Online certified. Our QuickBooks online accountants assist in various aspects of the program.
Our firm is Xero certified. Xero is one of the newer players in the online accounting community. We will set up the dashboards that are the most beneficial to your business.
Our founder was a partner in a midsize public accounting firm for 20+ years. During that time, he oversaw the financial statements of large and small businesses. In addition to being a CPA, he is also a Certified Forensic Accountant.
We have the ability and knowledge to secure your internal controls and guard against fraud in your organization. We offer traditional bookkeeping services, with additional expertise in forensic accounting.