Delegate CFO Logo

Virtual Controller Services For Small Business

Delegate CFO offers outsourced controller services expertise at fixed rate pricing. Our outsourced controllers focus on proactive planning to help protect profits and manage cash flow. Work with a trusted virtual controller to grow your company’s wealth today.

Why we're different

The only virtual controller service with forensic accounting expertise built in

Most controllers report on what happened. We're also trained to spot what shouldn't have — protecting your business from fraud, errors, and the financial blind spots that sink growing companies.

Fraud detection, not just reporting

Our founder is a Certified Forensic Accountant — a credential most CFOs and controllers don't hold. Your internal controls are actively secured, not just documented.

Fixed price, no surprises

Your rate locks in for one year. No hourly billing, no scope creep invoices. You know exactly what you're paying — and exactly what you're getting.

20+ years of public accounting

Our founder was a partner at a mid-size CPA firm. You get senior-level judgment — not a junior accountant learning on the job with your books.

“Traditional controller services — with the added protection of forensic accounting expertise. It's the difference between knowing your numbers and trusting them.”

Book a free consultation →

What is a Virtual Controller?

A virtual business controller or fractional controller is an accountant responsible for making sure accounting records are complete and accurate. A controller will also provide reporting analyses to be proactive with company assets.

Controller responsibilities include the following:

  • Accurate financial statements (such as profit and loss, cash flow, and balance sheets).
  • Forecasting to help plan for the next season or year as accurately as possible.
  • Key performance indicators to company executives to help confirm you know exactly how well the company is doing at any given time.


By using our controller and fractional controller services, you’ll be able to bring in experienced accounting professionals at a fraction of the cost of a full-time
controller. If you’re in the process of actively growing your company, a controller can help you be proactive with your financial assets.

Image of virtual cfo accountant pointing at graph

Benefits of Virtual Controller Services

With the aid of a online financial controller, a company gains insight into the financial health of the business at any point. A small business online controller helps your company grow financially. Careful, clear planning and transparent data enable companies to achieve their goals.

Our controller services will help you:

When Is It Time to Hire a Virtual Controller?

An outsourced fractional controller is an investment that even small business owners can count on. If your company is growing, changing directions, or simply getting off the ground, having the resources of a financial controller is by far the best way to prepare for the major decisions to come.

Management of your company’s finances is critical to its long-term growth. Yet, many business owners lack the time and know-how to gain a true understanding of where they stand. The sooner a professional is brought on board, the more likely the company is to make better decisions moving forward.

Working with an online controller—rather than hiring a professional to handle the work for you in-house—also keeps the cost of these services lower. That opens the door for smaller or younger companies to utilize these services to gain insight into the business’s financial health at any time.

Delegate CFO 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.

Month End Close

Know your exact financial position every month, so every management decision is based on accurate numbers, not guesswork.

Core Financial Statements

Get bank-ready financial statements every month, the kind you can hand to your banker, investors, or board without hesitation.

Scheduled Meetings

Stay in the loop with regular face-to-face virtual meetings, so you always understand what your numbers mean, not just what they are.

Company-Wide KPI

Know exactly how your business is performing at any given moment, with the metrics that actually matter to your bottom line.

Break-Even Analysis

Know precisely how many sales you need to cover your costs every month, so you're never caught off guard when cash gets tight.

Free Cash Flow

See not just how much cash you have today, but what you're projected to have, so you can make hiring and spending decisions with confidence

Financial Levers

Understand exactly which decisions move your profit needle, with 'what-if' scenarios that show the financial impact before you commit.

Forecasting

Stop reacting to financial surprises. A rolling 12-month forecast keeps you ahead of cash flow dips so you can plan hires, investments, and growth with confidence.

Pipeline Report

See your revenue 60–90 days out so your sales team and your cash flow are always aligned, and you have time to pivot if needed.

Fractional CFO Services

How can a virtual controller help your company?

The controller's role is to help your company move from being reactive to proactive in the financial strategy. We train your internal staff to shift into the proactive approach in the financial statements to accelerate towards growth.

Our controller consultants will help you develop forecasting, implementing Key Performance Indicators (KPIs), examining cash flow, and working with the sales department.

We work with you to help guide your business from reacting to changes in cash and profit, to planning and forecasting your growth for the future.

Why Choose Delegate CFO?

Fixed Fee Pricing

Our fee structure has a fixed price for one year. There are no surprises. The services and price each month won’t change.

Experience

Our founder was a partner in a mid-size public accounting firm for 20+ years. During that time, he oversaw the financials of large and small businesses. In addition to being a CPA, he is also a Certified Forensic Accountant.

What makes Delegate CFO different than our competitors? We have the ability and knowledge to secure your internal controls and guard against fraud in your organization. Traditional controller services, with additional expertise in forensic accounting.

What is a Virtual Controller?

A financial expert who manages your accounting, reporting, and financial strategy remotely, providing controller-level oversight without the full-time cost.

How does the Virtual Controller service work?

We integrate with your existing systems, provide monthly financial packages, offer strategic guidance, and maintain regular communication through your preferred channels.

What size companies benefit from this service?

Typically businesses with $1M-$50M in revenue that need financial expertise but aren’t ready for a full-time controller..

What specific services are included?

Monthly financial reporting, cash flow management, budget preparation, financial analysis, and strategic financial guidance.

Get your Free Virtual Controller consultation today!