Reporting and dashboards
Financial and operational indicators, margins, management closes and commentary that the leadership team can use.
Outsourced financial management · Geneva
Outsourced CFO in Geneva for SMEs, startups and scale-ups
An external finance director turns your data into decisions: reporting, cash flow, budgeting, internal control, financing and support for management, without immediately hiring a full-time CFO.
Senior financial expertiseAn assignment led by Swiss certified accountants working directly with your management.
An on-demand CFO who becomes operational quickly
We start with your decisions, then build the figures you need.
The assignment begins with your management priorities: cash, profitability, growth, financing or reporting reliability. We then calibrate the work to your team and pace.
- 01
Diagnostic
We review objectives, data, systems, organisation and management deadlines.
- 02
30–60–90-day plan
We prioritise deliverables and controls that quickly improve financial visibility.
- 03
Management
Your external CFO leads reporting, challenges scenarios and supports decisions at the agreed rhythm.
Your external finance director’s assignments
Financial management suited to your company’s maturity.
The assignment can strengthen an existing team, structure the finance function or answer a one-off deadline. Every deliverable has an audience and a decision to serve.
Budget and cash flow
Annual budgets, rolling forecasts, cash projections and scenarios that anticipate financing needs.
Internal control and processes
Roles, approvals, closing procedures, data quality and controls suited to the company’s size and risks.
Business plans, financing and transactions
Financial modelling, valuations, bank applications, fundraising and financial preparation for strategic transactions.
A calibrated engagement
CFO on demandA budget tied to the decisions at stake, not a generic package.
We define frequency, seniority and deliverables after a diagnostic. The assignment may be one-off, recurring or reinforced during a critical phase.
- Scope and expected outcomes defined before work starts
- Monthly, weekly or project-based presence
- Collaboration with your team, accounting firm and partners
- Budget approved according to workload and duration
The fee depends on data availability, number of entities, reporting frequency and financing or transformation issues. We provide a detailed proposal after the first discussion.
Receive a CFO proposal
Sarah PrieurPartner · Swiss certified accountant
Accounting · Tax · VAT
Romain PrieurFounder · Swiss certified accountant
Structuring · Tax · Advice
A finance function that inspires confidence
Experts who connect accounting, management and strategy.
Useful reporting requires reliable data, operational understanding and the ability to present issues clearly. Karpeo brings senior accountability and an independent view.
- Federal diplomaCommand of Swiss accounting and financial mechanisms.
- LeadershipAnalysis prepared to make decisions, not merely document the past.
- TailoredA rhythm and deliverables suited to your team and maturity.
- ConfidentialityA professional framework for sensitive data and decisions.
SME, startup or scale-up
The same CFO role, with different priorities.
A startup often needs to demonstrate its model, forecast runway and prepare fundraising. A scale-up must strengthen closing and controls. An SME needs visible margins and cash flow.
The outsourced CFO brings the skill when it becomes necessary while improving the internal tools and team.
Speak to a CFO adviserSituations in which we help
- 01Rapid growth
Structure data, responsibilities and forecasts before processes become a constraint.
- 02Cash pressure
Make receipts, payments and scenarios visible so priorities can be chosen.
- 03Financing or fundraising
Prepare the model, indicators and financial answers expected by partners.
- 04Management without a CFO
Give the CEO, partners or board a regular financial perspective.
One-off or recurring supportDiagnostic · reporting · decisions · handover
Working with the existing organisation
Your external CFO strengthens the team without bypassing it.
We can work with your administrative manager, internal accountant or accounting firm. Roles are clarified from the outset.
- 01
Align
Management, finance and partners agree priorities and responsibilities.
- 02
Produce
Data is strengthened and turned into reports, forecasts and scenarios.
- 03
Transfer
Tools, methods and decisions are documented to build internal autonomy.
Frequently asked questions
Before appointing an outsourced CFO in Geneva.
What is an outsourced CFO?
An outsourced CFO is an external finance director who works part-time or on a defined assignment. They turn accounting data into management tools, structure budgets and cash flow, strengthen internal control and support financing decisions without requiring a full-time hire.
How is an external CFO different from an accounting firm?
An accounting firm produces and safeguards bookkeeping, returns and annual accounts. A CFO uses that information to forecast, manage and decide through budgets, cash flow, margins, indicators, scenarios and financing. Karpeo can connect both roles or work with your existing accounting firm.
Which companies use outsourced financial management?
It is designed for SMEs, startups and scale-ups that need more structured financial management but not yet a full-time finance director. It is also useful during fundraising, system changes, acquisitions, rapid growth or cash pressure.
How much does an outsourced CFO cost?
The fee depends on the number of days, group complexity, data quality and expected deliverables. Karpeo prices the assignment after a diagnostic and agrees the budget before work starts.
Can an on-demand CFO work only a few days per month?
Yes. The rhythm may be monthly, weekly or concentrated over a period. It is calibrated to the deadlines, the internal team’s autonomy and the decisions being prepared.
Which financial reports can you implement?
Depending on your needs, Karpeo can structure analytical income statements, margins, cash forecasts, budgets, actual-versus-budget analysis, operational indicators and reports for management, boards, banks or investors.
Can you support a startup during fundraising?
Yes. The external CFO can strengthen the financial model, prepare scenarios, organise the financial data room, respond to due diligence requests and secure post-fundraising reporting.
Do you work only in Geneva?
Karpeo is based in Geneva and works with companies across French-speaking Switzerland. Much of the work can be completed remotely, with on-site meetings where the assignment or governance requires them.
Your next financial challenge
Let us define your on-demand CFO assignment.
Tell us about your circumstances, deadlines and current organisation. An expert will propose priorities, frequency and a clear scope.