VIRTUAL CFO Services Pricing

Client Onboarding

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.

Contracts

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.

Continued Service

Our focus is to ensure you meet your short- and long-term goals. We will schedule regular meetings with you and your team. If you utilize QuickBooks Online or Xero, we will be able to monitor your data in real time. If we notice any problems, we let you know right away so you can take action to fix them.

A Virtual CFO, Accounting Manager, or Controller Can Help Your Operation

Based on our virtual CFO cost, it’s easy to see the value of hiring an on demand CFO to help monitor your company’s finances. Whether you hire a virtual CFO, accounting manager, or controller, your operation could benefit in the short term and over the long haul. Hiring a virtual expert now can help you plan for future growth and expansion.

Our account managers provide clear, accurate financial reports so your company can make smart financial choices. They provide unlimited online support and can help make your month-end close go smoother.

With our controller services, you get personalized monthly performance reports without hiring a full-time employee. Imagine having a 12-month forecast at your fingertips to help you make buying decisions.

With virtual CFOs, your company gains a reliable professional who can monitor performance, maintain project clarity, and keep incentive plans on track. Now, you don’t have to pay for an expensive executive to handle these responsibilities.

Why Delegate CFO Is Your Best Choice

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.