VIRTUAL CFO Services Pricing
Our focus is to help you achieve your goals
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? Click here.
Accounting Manager
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Month-End Close
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Financial Statements
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Scheduled Meetings (x1/mo)
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Online Support (unlimited)
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Coordination with Your Accountant (optional)
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Bill Paying (optional)
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Invoicing Customers (optional)
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Cash Flow Management (optional)
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Company Wide-KPI
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12-Month Forecasting
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Monthly Strategic Financial Review
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Incentive Plans
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Performance By Project
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Team Member Performance
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Department Performance
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Strategic Revenue Planning
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Bank Relationships
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Director Meetings
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Resource Planning
Controller
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Month-End Close
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Financial Statements
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Scheduled Meetings (x2/mo)
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Online Support (unlimited)
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Company Wide-KPI
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12-Month Forecasting
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Monthly Strategic Financial Review
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Coordination with Your Accountant (optional)
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Bill Paying (optional)
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Invoicing Customers (optional)
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Cash Flow Management (optional)
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Incentive Plans
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Performance By Project
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Team Member Performance
-
Department Performance
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Strategic Revenue Planning
-
Bank Relationships
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Director Meetings
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Resource Planning
Virtual CFO
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Month-End Close
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Financial Statements
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Scheduled Meetings (x6/mo)
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Online Support (unlimited)
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Company Wide-KPI
-
12-Month Forecasting
-
Monthly Strategic Financial Review
-
Incentive Plans
-
Performance By Project
-
Team Member Performance
-
Department Performance
-
Strategic Revenue Planning
-
Bank Relationships
-
Director Meetings
-
Resource Planning
-
Coordination with Your Accountant (optional)
-
Invoicing Customers (optional)
-
Bill Paying (optional)
-
Cash Flow Management (optional)
We offer customized fixed fee pricing based on your company’s size, needs, and scope of services. Most clients choose a fixed monthly package for budgeting clarity, while project-based pricing is available for specific initiatives.
Our packages typically include financial reporting, cash flow management, budgeting, forecasting, strategic planning, and executive-level financial guidance.
Yes. In addition to ongoing monthly retainers, we provide short-term virtual CFO solutions for special projects, financial cleanups, or one-time strategic needs.
We do not charge hidden setup fees. Any onboarding costs are clearly explained upfront as part of your proposal.
Absolutely. Our services and pricing are scalable, so you can adjust your package as your business evolves.
Monthly strategic financial review is to provide strategic financial insights rather than just delivering reports, helping business owners understand what the numbers mean for their operations and decision-making. A competent Virtual CFO uses this meeting to translate financial data into actionable business intelligence.
Are You Ready for Your Complimentary Consultation?
We'd love to get to know you and your business. Click here to schedule your complimentary consultation with one of our CPAs today!
