Swiss Financial Intelligence
— On Demand
A dedicated Swiss-based financial analyst for your entity. Monthly reporting, tax optimization, treasury guidance.
Your Analyst — Six Core Services
Everything your entity needs from a senior Swiss financial professional, without the full-time hire.
Monthly Reporting
Professional P&L, balance sheet and cash-flow statements delivered every month with executive commentary.
Tax Optimization
Swiss cantonal tax planning, holding structure advice, and deduction strategies to minimize your effective rate.
Treasury Management
Cash-flow forecasting, FX exposure management, and short-term investment guidance for your Swiss entity.
Regulatory Compliance
FINMA reporting obligations, AML monitoring, and Canton Zug statutory filing support handled for you.
Budget Planning
Annual budget preparation, variance analysis, and quarterly re-forecasting aligned to your growth objectives.
Board Reports
Investor-ready board packs with KPI dashboards, financial highlights, and strategic recommendations.
Built for Three Types of Clients
Foreign Companies
International businesses establishing a Swiss presence who need local financial expertise without a full-time CFO on the ground.
Growing Entrepreneurs
Founders scaling beyond CHF 1M who need structured financials, tax efficiency, and investor-ready reporting.
Family Offices
Private wealth structures requiring consolidated reporting, holding optimization, and discreet financial governance.
One Analyst. One Monthly Fee.
No hidden charges. No hourly billing surprises. Cancel anytime.
- All 6 core services included
- Dedicated Swiss analyst
- Monthly video call review
- Priority email support
- Board-ready reports
- All 6 core services included
- Dedicated Swiss analyst
- Monthly video call review
- Standard email support
- Cancel anytime
Ready to Delegate Your Finances?
Book a free 30-minute call with a Swiss financial analyst. No commitment required.
Book a Free Call