Virtual cFO Services

For the E-Commerce Industry

Launch new e-commerce initiatives with a dedicated team of virtual CFOs focused on optimizing your financial management

E-commerce and retailers are constantly having to manage inventory received, discounts with wholesalers, Amazon warehouses, and customer services to name a few. With only so much time in the day, the retailer needs assistance on the operations side so they can concentrate on customer service and growth.  We guide retail clients through challenges from margins on the products, to navigating the fees charged by Amazon. We assist you in crafting long-term plans to boost efficiency, cut costs, and increase profit margins. We also aid in monitoring cash reserves and identifying opportunities

 WHAT WE CAN DO FOR YOU

Our approach is proactive and personal. We invest time in understanding you, your business, and your unique needs and objectives. We analyze your cost structure, suppliers, long lead time, points of sale, e-commerce safety stock, and other areas.  We tailor our Virtual CFO services to each retail client, analyzing the gross margin by product, location, warehouse processing, and everything in-between.

   WHO WE WORK WITH

  • Fast food franchises 
  • Home goods 
  • Small tools
  • Wholesalers/retailers 

E-COMMERCE RETAILER ABLE TO MANAGE SALES MORE EFFECTIVELY

Our client was able to manage their sales more effectively on their on-line platforms. We helped them map out the effect that Amazon and Shopify fees had on their products, and which products to avoid selling on certain platforms due to lower gross margins on those specific products. They are now able to adjust to sales volumes and cash flows of the company.

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Virtual CFO Services

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.

VIRTUAL CFO

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.

CONTROLLER

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.

 
 
ACCOUNTING MANAGER

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.

Pricing for virtual cfo services

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?

ACCOUNTING MANAGER

$ 800 Avg. Weekly Rate
  • Month-End Close
  • Financial Statements
  • Scheduled Meeting (x1/mo)
  • Online Support (unlimited)

Controller

$ 1000 Avg. Weekly Rate
  • Month-End Close
  • Financial Statements
  • Scheduled Meetings (x2/mo)
  • Online Support (unlimited)
  • Company Wide-KPI
  • 12-Month Forecasting
  • Accounting Standards

virtual cfo

$ 1400 Avg. Weekly Rate
  • Month-End Close
  • Financial Statements
  • Scheduled Meetings (x6/mo)
  • Online Support (unlimited)
  • Company Wide-KPI
  • 12-Month Forecasting
  • Accounting Standards
  • Incentive Plans
  • Performance By Project
  • Team Member Performance
  • Department Performance
  • Customized Department Reports
  • Bank Relationships
  • Director Meetings
  • Resource Planning

Learn more about our Virtual CFO services