Virtual CFO

What is a Virtual CFO?

A Virtual CFO, also known as an outsourced CFO, is an arrangement between a business and an accountant to perform the role of the finance department or chief financial officer.

Thanks to the advent of cloud based accounting packages and advances in information communications and technology, a mobile accountant is in the perfect position to act as your Virtual CFO, allowing small businesses to access financial talent otherwise out of reach or out of budget.

Typically, your virtual CFO has a number of strengths and focuses on:

  • Setting financial targets
  • Business process understanding and improvement
  • Financial management
  • Book keeping
  • Analysis of financial reports
  • Assisting in decision making,
  • Internal Control
  • Budgeting and forecasting
  • Performance management
  • Management accounting
  • Cash flow monitoring
  • New venture analysis

The Swinstead Approach

Julia has a reliable track record working with a diverse range of clients including FIFO workers, tradespeople, home based businesses, freelance businesses, personal service businesses, family trusts, companies, partnerships, not for profits and sole traders to mention a few.

Swinstead Accounting is fully insured and when working with Julia, you can expect honesty, reliability, punctuality and adherence to deadlines.  You can also enjoy the flexibility that comes when working with a mobile accountant with an emphasis placed on consistent and clear communication.

  • Qualified mobile CPA, best Master of Accounting at Curtin University
  • Expert at major accounting packages including Xero, MYOB and QuickBooks
  • Experienced in providing Virtual CFO services to Perth based businesses.
  • Toby KeenToby Keen

    As a small business sole trader, I am so happy to have found Julia as my accountant as she asks the right questions and understands what I do so the whole tax return prep process was seemless and quick. She is highly experienced, professional and really knows the inside out of tax so i feel that I'm in good hands. Thank you!

  • Helen-Ann VersteegHelen-Ann Versteeg

    Julia is hard working, honest & generous -- One lovely lady!

  • Sandy CreamSandy Cream

    Julia has been my accountant for almost a year now.
    She has made it that I am in touch with my business now.
    My books are all correct and I feel really good having control over the numbers.
    I highly recommend Julia.
    I can’t thanks her enough for how professional and how passionate she is at wanting to help me succeed.

  • Paul WebsterPaul Webster

    Julia Swinstead doesn't only care about the numbers, she cares about people too. She will work hard to get the best outcome for you. Highly recommend.

  • Jackie CampbellJackie Campbell

    If you are looking for an accountant who is not only meticulous in her work but you can also ask any financial question that is bothering you without feeling like a dummy and get a terrific explanation, in english, the Julia is definitely the accountant for you !!!

  • Debbie AylmoreDebbie Aylmore

    Julia is a knowledgeable and thorough accountant who listens to her clients. Highly recommend

  • Lisa KniebeLisa Kniebe

    Julia is my financial rock!

    As a writer & creative numbers are not my thing. I’d tried to set myself up with simple bookkeeping systems, but I found myself in a mess at the end of this financial year! In fact, I’d given up using Quickbooks and had gone back to a spreadsheet as I didn’t now how to untangle the knots I’d created!

    Then along came Julia...

    Her pragmatic approach soon had everything sorted out and now I know exactly where I am.

    Highly recommend her for all your bookkeeping and accounting needs.

  • Julian DyerJulian Dyer

    Julia, thanks for all your help with tax returns, accounting and company structure advice. Also, a tip of the hat for always being prompt to get on the phone to help me resolve issues with my bookkeeping. I now, finally, have full confidence that my finances are systemised and I'm in a position to scale up without the unexpected growing pains.

    Oh, and if anyone is wondering, yes - having a mobile accountant is awesome.

  • Brown HackettBrown Hackett

    Julia is very professional and a pleasure to deal with, I am lucky to have her as my Accountant. Gary

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