VIRTUAL CFO 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, so you can be confident that the reports we issue are both accurate and adhere to industry standards.

Next, we develop your specific forecast, key performance indications, and necessary budgets.

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 allows us to ensure everything is in order so your accounting records can be handed off without interruption to your business.

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 see any negative trends, we immediately notify you of the situation so corrective action can be taken.

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

Based on our virtual CFO rates, it’s easy to see the value of hiring a professional to help monitor your company’s finances. With a virtual CFO, accounting manager, or controller, your operation could benefit in the short term and over the long haul. Investing in a virtual expert now can help you take strategic steps to create more bandwidth for growth and scaling in the future.

Our account managers create accurate, transparent financial statements to ensure your company can make wise financial decisions. They provide unlimited online support and can help make your month-end close go smoother.

When you utilize our controller services, you can receive monthly key performance indicators created specifically for your business without having to pay a full-time employee. Imagine having a 12-month forecast at your fingertips to help you make buying decisions.

With a virtual CFO, 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.