In an increasingly competitive economic environment, financial management and legal compliance are critical challenges for small businesses and family enterprises. As an external CFO and business management expert, I have been supporting small organizations (up to 5 employees), non-operational domiciled companies, and family-owned businesses since 2015.
My mission: to provide you with a comprehensive and tailored solution to ensure your performance, profitability, and regulatory compliance.
My Background and Expertise
A Career Focused on Management and Finance
Bachelor’s Degree in Business Economics (Bachelor of Applied Science, HES-SO) with a specialization in Controlling and Net Present Value (NPV).
Over 9 years of experience in Geneva and remotely as an external CFO and strategic advisor for SMEs and family businesses.
Additional training in accounting, taxation, corporate law, and human resource management.
My Core Responsibilities
Business Formation: Incorporation of joint-stock companies (SA) and legal consulting.
Board Mandates and Legal Representation: Ensuring governance and regulatory compliance.
Financial and Legal Advisory: Financial planning, Swiss and international taxation, VAT, and more.
Notarial Services: Amendments to bylaws, commercial register filings.
Virtual Domiciliation: Handling and forwarding of mail – ideal for businesses seeking a Swiss presence.
Legal Compliance: Managing regulatory obligations, particularly with FINMA (Swiss Financial Market Supervisory Authority) approvals, tax compliance, and Swiss legislation.
HR Management: Payroll administration via Swissdec-compliant solutions (e.g., EasySalary).
My Tools and Working Methods
Odoo Accounting and Documents: A modern tool to streamline accounting and document management.
Office Suite: For centralized and efficient communication with clients.
EasySalary: Swissdec-certified payroll software ensuring secure and compliant salary management.
Digital Collaboration: Private messaging and video conferencing for personalized support, wherever you are.
Thanks to these solutions, I implement efficient management systems and optimize your workflows, allowing you to focus on what matters most: growing your business.
Fields of Expertise
Unregulated Service Sectors: Supporting freelancers, startups, and small service-based businesses.
Regulated Insurance Brokerage Sector: Ensuring compliance with FINMA (Swiss Financial Market Supervisory Authority) requirements.
Why Hire an External CFO?
Save Time and Boost Efficiency: Free yourself from administrative and financial tasks to focus on your core business.
Specialized Expertise: Benefit from my knowledge in accounting, taxation, corporate law, and management control.
Adaptability: Tailored solutions aligned with the size of your business and industry sector.
Cost Control: An external CFO is a cost-effective alternative to hiring a full-time finance director.
Security and Compliance: I ensure your adherence to Swiss (FINMA) and international (VAT, tax, etc.) regulations.
Key Achievements
Implementation of Optimized Management Systems and Workflows: Enhancing productivity and transparency.
Personalized Collaboration: Real-time communication with clients to adapt processes to their needs.
Full Process Overhaul: Deployment of intuitive tools and simplification of administrative and financial tasks.
Compliant Payroll Management: Fast and legally compliant salary processing through EasySalary and Swissdec integration.
Ready to Grow Your Business with Peace of Mind?
As your external CFO and business management expert, I will guide you through every stage: from company creation to daily operations, strategic planning, and regulatory compliance.
My approach guarantees you time savings, cost reduction, and optimized resource management.
Get in Touch Today
Want to learn more about my services, discuss your project, or request a personalized quote? Contact me for a first consultation.
Let’s work together to ensure your business achieves sustainable and profitable growth!