Fractional CFO services for Swiss SMEs
We give Swiss SMEs and scale-ups with CHF 1–10M revenue the financial leadership of a senior CFO – part-time, for a fixed monthly fee. Our work rests on three pillars: goal setting, forecasting, and planning and budgeting.
1. Goal setting
We turn your strategy into clear financial targets you can steer by.
Translate ambitions into revenue, margin and cash targets
Define the 3–5 KPIs that show whether you are on track
Connect hiring, investment and growth plans to what the business can fund
2. Forecasting
We give you a rolling view of where the business is heading, so you can act before problems arrive.
Rolling cash flow forecast, including a 13-week view
Rolling P&L forecast, updated as reality changes
Early warning of liquidity gaps – months, not days, ahead
3. Planning and budgeting
We build the plans that your board, bank and investors expect – and use them to make better decisions.
12-month budget and multi-year plan under Swiss OR
Monthly management reporting with actual-versus-plan and CFO commentary
Financial models for fundraising, bank financing and board decisions
What this looks like in practice
Three examples of what goal setting, forecasting and planning produce – shown with fictitious figures.
What this looks like in practice
Three examples of what goal setting, forecasting and planning produce – shown with fictitious figures.
How we work with you
Fractional CFO
Ongoing, part-time CFO leadership for a fixed monthly fee. Our core service, with three packages that grow with your business.
Interim and transition CFO
Full-time or near full-time leadership for a limited period – to bridge a vacancy, lead a project or prepare the handover to a permanent CFO.
Strategic CFO advisory
Senior financial input on pivotal decisions such as acquisitions, business pivots or complex structuring.
Packages
Foundation CHF 3'100, Growth CHF 4'900 and Scale CHF 7'900 per month, each plus a one-time setup fee.