Delta CFO
"resolving your financial accounting issue is our business"
Welcome to Delta CFO
Delta CFO provides professional accounting services to the financial services industry on an outsourced basis. Our typical clients are banks, brokers, hedge funds, PE funds, family offices and RIAs. Our services include financial operations outsourcing, business management and technical support, and financial strategy and consulting. Our specialty is providing interim, part time, or consulting CFOs to organizations in transition. Typically our clients utilize our services to fill gaps in their financial infrastructure, outsource the more complex or technical financial aspects of their business or allow us to help them get their critical projects completed. Delta CFO offers a wide range of skills which our clients avail themselves of on a full time, part time or consulting basis.
Our Services
Delta CFO financial operations outsourcing provides our customers with a virtual staff to complete all day to day accounting functions from bookkeeping to periodic management reporting. More >
Our business management and technical support offering partners a Delta CFO with your organization to manage all aspects of your financial requirements on a full time or part time basis for the long haul or just to fill an immediate need. More >
The financial strategy and consulting group helps clients think through and solve chronic issues and sometimes provides the precise brainpower to conquer a critical project. More>
Most Common Services Provided
Typically our services do not fit neatly into one of our three main service lines. The following are the most common scenarios for which our clients engage us to provide outsourcing services:
- during a transition period between full time Controllers/CFOs
- on a part time basis when full time CFO talents are not needed due to specialized requirements
- during periods of rapid business expansion, contraction, or liquidation and shut down
- to complete specialized technical tasks as follows:
- broker/dealer FINOP and CCO responsibilities
- investment advisor ADV reporting requirements
- public company SEC and SOX reporting responsibilities
- bankruptcy/liquidation liability management and regulatory dissolution
- on special projects that will have a definitive end date
