Outsourced CFO in Geneva

Your accounts describe your business. An external CFO helps you plan ahead: anticipate cash flow, monitor profitability and quantify your decisions.

Karpeo supports SMEs and start-ups with a part-time CFO or a one-off assignment, according to your needs.

Discuss my needs →View assignments

An initial, no-obligation discussion about your project. Scope, timetable and fees agreed before starting.

Sarah Prieur, Swiss certified accountant and partner at Karpeo in Geneva — **Sarah Prieur** Swiss certified accountant
Partner · Accounting and tax
French · Dutch · English
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An assignment tailored to you

Ongoing financial management or a one-off need.
Deliverables agreed together.

In Geneva, Eaux-Vives

Route de Chêne 5 · Remote discussions available.

★★★★★4.8/5 on Google

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When should you use an external CFO?

When your financial decisions require more perspective without justifying a full-time CFO position.

Your SME is growing

You are hiring, investing or developing a new activity. You need to understand the effects on margins and cash flow before committing.

You are seeking financing

You are preparing a bank application or fundraising round. Forecasts must be coherent, assumptions explicit and funding needs quantified.

You are preparing a transition

Sale, succession or reorganisation: you need reliable financial information and a clear explanation of business performance.

Practical assignments, usable results.

We define priorities according to your situation. Here are the main areas our outsourced financial management service can address.

Cash flow and forecasts

Anticipate receipts, payments and liquidity needs. Test the consequences of investment, hiring or a shift in revenue timing.

Possible deliverables: cash-flow plan, budget and scenario comparisons.

Reporting and profitability

Structure monthly reporting and select useful indicators. Understand budget-to-actual variances, then identify actions to consider.

Possible deliverables: dashboard, margin analysis and management commentary.

Business plan and financing

Build or review your financial model. Align commercial assumptions, expenses and funding needs for discussions with banks or investors.

Possible deliverables: financial projections, sensitivity analysis and financial presentation.

Organisation and internal control

Clarify responsibilities, improve the reliability of closing and document priority controls. Support your team in preparing information requested by the auditor.

Possible deliverables: closing timetable, procedures and controls matrix.

Valuation and sale preparation

Analyse financial data, establish a valuation based on documented assumptions and prepare information for discussions with potential buyers.

Possible deliverables: valuation model, scenarios and financial presentation pack.

Reporting and accounting frameworks

Support the preparation or improvement of financial information under US GAAP, IFRS or the Swiss Code of Obligations (CO), according to your needs and the agreed scope.

Possible deliverables: reporting pack, reconciliations and documentation of technical issues.

Accounting as the foundation, financial management as the objective.

Accounting records transactions and prepares financial statements. The CFO uses this information to build forecasts, analyse performance and support decisions.

The assignment can work alongside your accounting team or current firm. Responsibilities and information sharing are clarified at the start.

Mainly looking for up-to-date accounts?

If you need bookkeeping, annual closing or VAT returns, our accounting service will generally be the appropriate starting point.

Explore our accounting service →

Support at your business’s pace.

The right format depends on your objective, data availability and internal organisation.

A one-off assignment

An identified need and a specific deliverable: business plan, valuation, reporting review or structuring a financial process.

We agree the scope, required documents, approval stages and timetable.

A part-time CFO

Recurring support to monitor indicators, update forecasts and discuss financial decisions with management.

The frequency of work and review meetings is adjusted to your business’s actual needs.

Fees on quotation. The proposal specifies deliverables, team members, timetable and fixed-fee or time-based billing. We confirm availability after reviewing your needs.

Define my assignment with Karpeo →

Financial expertise, grounded in practice.

Sarah Prieur, Swiss certified accountant and partner at Karpeo, supervises engagement quality and addresses technical matters. Her experience includes eight years in audit at PwC Switzerland, progressing to manager.

With Romain and the Karpeo team, the professionals involved are selected for the skills your assignment requires. You know your contact and everyone’s responsibilities.

Present my project →Sarah’s background Romain’s background

From your needs to a defined assignment.

Clarify the objective

We discuss your business, the decision to prepare, the deadline and available information. This first contact checks whether our support matches your needs.

Define the engagement

You receive a proposal specifying deliverables, fees, team members and timetable. The information expected from your team is identified.

Move forward and decide

We prepare analyses, work with your teams and present the results. Assumptions and decisions requiring judgement are explained to management.

They trust Karpeo.

Our clients’ reviews of the firm’s support.

Your questions about the outsourced CFO.

What is an outsourced CFO?

An outsourced or external CFO supports management with financial oversight without holding a full-time salaried role. They may work on a one-off or recurring basis within a defined scope: cash flow, budgeting, reporting, financing or financial organisation.

Do you need to be a large business to use this service?

No. Its relevance mainly depends on the complexity of your decisions and financial management needs. A growing SME or a start-up preparing funding may need focused support. If your priority is simply up-to-date accounts, an accounting engagement may be enough.

Can you work with our accountant or accounting firm?

Yes. The assignment can build on your existing organisation. We specify the information required, everyone’s responsibilities and the reporting schedule to avoid duplication.

How much does an on-demand CFO cost?

Fees are quoted individually. They depend on scope, the quality of available data, the level of involvement and assignment duration. The proposal specifies planned billing and deliverables before you agree.

Do you support fundraising and business sales?

We can prepare or review the financial model, projections, valuation and information needed for discussions. Our financial work does not guarantee funding or completion of a transaction. Legal requirements and other expertise are specified separately.

How soon can an assignment start?

Starting depends on team availability, your deadline and the required documents. We agree a timetable after defining the assignment, rather than giving a standard timeframe without knowing the circumstances.

Which financial decision are you preparing?

Describe your business, objective and deadline. Specify whether you want a one-off assignment or recurring support.

We contact you to clarify your needs and agree next steps. This initial discussion concerns future support; detailed analyses and advice require an engagement defined together.

Book an introductory call with Sarah →

Let us discuss your project

Without obligation.

External CFO in GenevaDiscuss my project →

Sebastien Hugues

20 days ago

Romain answered all my questions clearly and precisely. His advice helped me make the right decisions for my business. I highly recommend him.

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Caroline Steinfeld

52 days ago

I am truly impressed by my consultation with Sarah Prieur. Her professionalism and impeccable approach were evident from the very first minutes of our meeting. Sarah listened attentively, precisely identified my needs, and provided me with concrete and directly applicable information. Every piece of advice was relevant and tailored to my situation, without any unnecessary digressions or rambling. A consultant who is both thorough and attentive—I highly recommend Karpeo to anyone seeking high-quality support.

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Sarah Maresca

246 days ago

I was very satisfied with my appointment. I had the opportunity to speak with Romain, who was extremely helpful and readily available. I highly recommend him!

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Bahar Popal

254 days ago

Many thanks to José Flores for his work.

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Arnaud Saj

259 days ago

An efficient team, available at all times...the Dream Team of companies

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Arnaud Busch

273 days ago

Karpeo has been our accounting firm since the beginning of our business. We are completely satisfied with the services provided and the quality of their work. The tools implemented by Karpeo save us valuable time. We highly recommend them. Top-notch.

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Claire Thiercelin

275 days ago

After a year of service, I am very satisfied. Smooth management, efficiency, and responsiveness characterize Romain Prieur and his Karpeo team. I recommend them.

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Laurent Pavia

340 days ago

During a half-hour consultation, Ms. Sarah Prieur met all my expectations. She had prepared thoroughly for our video call following an explanatory email from me. Ms. Prieur is highly competent, concise, precise, friendly, attentive, and dedicated to helping others. A rare find! Thank you, Karpeo.

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Eben “Ebenonix” Onix

491 days ago

We had a wonderful meeting with Romain Prieur, who met us to advise us and offer us various solutions for our business creation project. I highly recommend him.

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Laurie Géniaux

549 days ago

I had an appointment with Sarah to help me set up my business and I am extremely satisfied with the support I received. The team is very professional, attentive, and was able to answer all my questions clearly and precisely.

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