Packages
Interested in working together? I'm here to support your financial needs. In addition to my customized service offerings, I provide the following structured packages to help you achieve your business goals:
Individual Mentoring Session
2 hour sessions in person (Zurich) or online to gain clarity on a particular topic and work towards a solution.
Financial Fitness
Comprehensive review of financial health including historical analysis and Key Performance Indicators. Development of budget and forward-looking projections.
3 Month Focus
Program for small business owners who would like support on a particular topic over the course of several months.
Financial Deep Dive (1 Year)
A year-long program which will provide you with deep insight into the historical performance of your company, development of a detailed financial plan , and quarterly reviews to track your progress.
Individual Mentoring Session
Book focused two-hour sessions (online or in person) designed to help you gain financial clarity and develop practical solutions. These sessions leverage my expertise in:
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Profitability tracking, budget development, and strategic goal setting
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Creating customized financial models tailored to your business
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Financial analysis with actionable tips for increasing profitability
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Developing relevant Key Performance Indicators (KPIs) for your specific business
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Evaluating financing options to support your growth objectives
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Structuring effective financial incentives for employees
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Real estate investment analysis and strategy
Investment: 360CHF per 2-hour session.
Travel charges may apply for in-person meetings. Multi-session packages available at preferred rates.
Financial Fitness
Designed for small business owners seeking to evaluate their financial health and develop structured budgets with forward-looking projections.
This package includes:
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Comprehensive review of your historical profitability
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Analysis of key trends, performance indicators, growth rates, and profit margins
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Assessment of your overall financial health
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Development of realistic 1-3 year financial projections aligned with your specific goals
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The process begins with an introductory in-person meeting (Zurich area) or via Zoom where we discuss your business model and financial objectives. I then complete the historical analysis and projections offsite, followed by detailed review meetings to ensure you understand the insights and recommendations.
You'll gain a clearer understanding of your business financials and receive a practical forward-looking plan that serves as a roadmap for future growth. This package includes the first two components of the Financial Deep Dive Plan.
Requirement: 2-3 years of prepared historical financial statements.
3 Month Focus
This targeted plan is ideal for small business owners needing focused financial support to address specific challenges over a defined period. The structure allows us to make meaningful progress on particular financial issues such as:
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New business setup - establishing effective financial tracking models and developing realistic first-year targets
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Comprehensive expense analysis with strategic recommendations for enhancing profitability
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Implementing monthly performance reviews with custom key performance indicators
The 3 Month Focus package includes:
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Monthly two-hour consultations in person (Zurich area) or via Zoom
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One hour of dedicated offsite analysis and preparation work each month
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Three consecutive months of consistent support and guidance
This package can be customized to address your specific financial challenges and objectives.
Financial Deep Dive (1 Year Partnership)
This comprehensive offering is designed for established small business owners who:
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Want to gain deeper insight into their company's financial fundamentals and overall profitability
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Are ready to elevate their business through structured financial planning, including current-year budgeting and multi-year projections
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Value ongoing financial support throughout the year for performance tracking and addressing questions as they arise
The Financial Deep Dive is most effective for businesses with several years of operating history and is built on three fundamental pillars:
1. Historical Performance Review
Understanding your numbers provides the foundation for growth. I analyze your past results and deliver a customized performance analysis covering trends, margins, customer/product segmentation, and other relevant key performance indicators. You'll receive clear, data-driven insights that illuminate how your business has truly performed.
2. Strategic Financial Planning
Following the historical review, we collaborate on defining your business and financial goals to create both a detailed current-year target and a comprehensive 2-3 year forward plan.
3. Quarterly Review and Ongoing Support
This critical component ensures accountability and progress. Consistent, timely review of results is one of the most effective ways to achieve your targets. Each quarter, I provide a detailed analysis of your results compared to targets, highlighting significant variances and recommending adjustments as needed.
After completing the Financial Deep Dive, you will have:
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Comprehensive understanding of the key drivers and trends in your business's historical performance
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Clear, achievable financial goals with supporting documentation
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Quarterly performance analyses comparing actual results to projections
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Increased confidence in managing your business through consistent financial guidance
Package Details:
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12-month service agreement
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Initial two-hour strategic planning meeting to discuss scope and business specifics (in-person for Zurich area)
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Comprehensive offsite financial analysis and custom model development
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Four quarterly in-depth review meetings (in-person for Zurich area)
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Complementary 30-minute check-in calls during non-review months to address challenges, questions, and celebrate wins
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Requirement: 2-3 years of historical financial statements
Optional Enhancement: Monthly 90-minute focused mentoring sessions