Question 1

What does CFO as a Service mean?

Accepted Answer

CFO as a Service means that an experienced Chief Financial Officer (CFO) supports your company on a part-time basis – without having to fill a full-time position. You get the same expertise as an internal CFO, but flexible and tailored to your needs.

Question 2

What is a Part-Time CFO?

Accepted Answer

A Part-Time CFO takes over the strategic financial leadership of your company with a reduced workload – typically between half a day and several days per week. The model is suited for SMEs that need professional financial management but cannot justify a full-time position.

Question 3

When does an SME need a Part-Time CFO?

Accepted Answer

Typically from 5 to 50 employees, when the complexity of financial matters increases: multiple cost centres, growing revenues, banking relationships, investments, or upcoming board meetings.

Question 4

Part-Time CFO vs. fiduciary – what's the difference?

Accepted Answer

A fiduciary often handles bookkeeping and tax matters in the background. A Part-Time CFO, while not employed full-time, is part of the team and integrated into operations. They support the management team and may even be a member of the executive board on strategic financial matters such as budgeting, forecasting, liquidity planning, and reporting.

Question 5

Do you also support liquidity planning?

Accepted Answer

Yes. Liquidity planning is one of SOKURA's core services. We build clean planning tools and ensure you can identify financial bottlenecks early and manage them proactively.

Question 6

Do you help with bank meetings and financing?

Accepted Answer

Absolutely. We professionally prepare bank meetings, create the necessary documentation, and accompany you personally when needed. Our goal: better terms and a stronger negotiating position.

Question 7

Do you work on-site or remotely?

Accepted Answer

Both. Our hybrid model combines on-site presence – particularly in Central Switzerland and the Zurich area – with remote work. This way we remain flexible and efficient without sacrificing personal contact.

Question 8

In which regions do you operate?

Accepted Answer

Our focus is on Central Switzerland and the Zurich area. However, depending on needs and setup, we are available throughout Switzerland.

Question 9

Do you also support VAT topics?

Accepted Answer

Yes, support with VAT accounting and issues is part of our standard offering. Particularly for special challenges such as exempt revenues, input tax corrections, and more.

Question 10

Can you work with our existing fiduciary?

Accepted Answer

Of course. SOKURA actively coordinates with your existing fiduciary when needed.

Question 11

Is a mandate with a small workload possible?

Accepted Answer

Yes. Depending on need, it can range from a few hours to several days per week. The workload can be flexibly adjusted at any time as your needs change.

Question 12

How quickly can you start?

Accepted Answer

Usually within one to two weeks after the initial meeting. For urgent matters, shorter timelines are also possible.

Question 13

What does CFO as a Service cost?

Accepted Answer

Costs depend on workload, complexity, and duration of the collaboration. Hourly rates or daily flat rates are possible. Exact terms are discussed personally.

Question 14

What are CFA and CAIA?

Accepted Answer

CFA (Chartered Financial Analyst) is the globally recognised qualification for financial analysis (accounting), asset management, and portfolio management. CAIA (Chartered Alternative Investment Analyst) specialises in alternative asset classes. Both designations demonstrate deep expertise in financial management and risk assessment.

Question 15

Which industries do you work with?

Accepted Answer

SOKURA has experience across various industries in Switzerland and is industry-agnostic.

Question 16

Can you step in for a CFO vacancy?

Accepted Answer

If a full-time CFO unexpectedly drops out, this role can be filled by an interim CFO for a short time. There are specialised teams for this. SOKURA does not offer this. We focus on part-time engagements with SMEs where the CFO role does not (yet) require a full-time position.

Question 17

What distinguishes SOKURA from a consulting firm?

Accepted Answer

Consulting firms often deliver analyses and recommendations. SOKURA goes further: we work operationally, take responsibility, and become part of your leadership team – pragmatic and results-oriented.

Question 18

How does the initial meeting work?

Accepted Answer

A short, no-obligation conversation – in person or via Teams – in which we understand your situation and jointly determine whether and how SOKURA can support you. Not a sales pitch, but an honest assessment.

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