Virtual CFO Services in Melbourne

Do you need a Virtual Chief Financial Officer to take the hassle out of your bookkeeping and other business accounting needs? As part of Wilson Pateras’ suite of professional business services, we offer a Virtual CFO service in Melbourne. This means you can gain ongoing access to a fully qualified and highly experienced Chief Financial Officer, on a daily basis if required. This Virtual CFO will assist you with a wide range of business financial services including bookkeeping, business planning and financial reporting. Our service is available on a fixed fee on a deliverable basis, or on a monthly fee.


virtual cfo

What is a Virtual CFO?

The reason we call them ‘Virtual’ CFOs is that your business can enjoy the benefits of having an expert on-board, without -the cost of employment, payroll responsibilities and industry educational expenses that occur when employing a financial expert as one of your staff.

What does a Virtual CFO do?

A Virtual CFO provides a comprehensive range of business services, including (but not limited to):

tax planning

Financial Reporting

Cash Flow Management

Risk Management

Cloud Accounting Setup & Support

Our Virtual CFO Services in Melbourne are a cost-effective solution for your business

Our Virtual CFOs have extensive experience across a large cross-section of industries, and we are available for peace of mind for your business.

Our expertise spans business accounting and taxation, bookkeeping for companies large and small, lending advice, personal insurance, retirement planning and more.

In our experience, accessing a Virtual CFO who also has immediate access to other financial experts within our organisation can have a very positive effect on your exponential business growth, unlocking the potential within your business and bringing a dedicated focus to all your business financials.

Xero Platinum Partner

As a Xero platinum partner, Wilson Pateras can also help to get you set up with the industry-leading accounting software, and train your staff in how to use it for streamlined bookkeeping processes.

Xero makes the following accounting duties a breeze:

  • Send invoices and pay bills anywhere, anytime
  • Track inventory and manage stock
  • Manage your payroll quickly and easily
  • Keep an eye on your cash flow
  • Tailor smart financial reports
  • Easily import your bank statements

Speak to us about our Virtual CFO services in Melbourne

To speak with a professional member of our team about how our Virtual CFO services can help you streamline your bookkeeping, business planning and financial reporting with ease; do not hesitate to contact us today.

Our Office

Richmond Office

Level 1, 678 Victoria Street
Richmond VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888