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[![SOKURA](/assets/sokura-logo-dark-BcnQC3sZ.png)](/en/)

[Services](/en/leistungen)[CFO as a Service](/en/cfo-as-a-service)[About](/en/ueber-uns)[FAQ](/en/faq)[Contact](/en/kontakt)

DEEN

[Book a consultation](/en/kontakt)

DEEN

Services

# CFO Services for Swiss SMEs

Every service follows the same logic: understand the problem, create structure, deliver results. Tailored to your company's situation.

![Team meeting on financial strategy](/assets/pexels-team-meeting-LO9TBrm2.jpg)

## Our Service Spectrum

Click on an area to jump directly to the details.

SOKURA

CFO Services

Financial Strategy

Strategy & KPIs

Sparring

CEO Sparring

Reporting

Reporting & Controlling

Liquidity

Cash Flow & Forecasting

Financing

Bank Meetings

Risk

Board Reporting & Risk

Fiduciary

Coordination

SOKURA

Financial Strategy

Strategy & KPIs

Sparring

CEO Sparring

Reporting

Reporting & Controlling

Liquidity

Cash Flow & Forecasting

Financing

Bank Meetings

Risk

Board Reporting & Risk

Fiduciary

Coordination

## In Detail

### Financial Leadership & Strategy

Problem

Management makes decisions without a solid financial foundation.

Benefit

Clear financial steering that safeguards decisions and enables growth.

SOKURA's Contribution

Building a financial strategy, defining KPIs, regular status assessments, and deriving action recommendations.

Outcome

Financial clarity as the basis for sound decisions at management and board level.

### Sparring for CEO & Management

Problem

The CEO lacks a capable sparring partner for financial matters.

Benefit

Independent, experienced perspective at eye level – honest, discreet, and structured.

SOKURA's Contribution

Regular sparring on business development, investments, risks, and strategic planning.

Outcome

Better decisions through structured reflection and financial clarity.

### Reporting & Controlling

Problem

Reporting is incomplete, delayed, or not aligned with management and board needs.

Benefit

Transparent, understandable reporting focused on management relevance.

SOKURA's Contribution

Building and optimising management reporting, board reporting, actual/target comparisons, and KPI dashboards.

Outcome

Current, reliable decision-making foundations for all levels.

### Liquidity Planning & Forecasting

Problem

Cash flow gaps are identified too late. Planning is reactive.

Benefit

Forward-looking liquidity management and reliable forecasts.

SOKURA's Contribution

Creating liquidity plans, rolling forecasts, and scenario analysis.

Outcome

Proactive management instead of reactive crisis management.

### Bank Meetings & Financing

Problem

Bank meetings are unprepared. Convincing documentation and clear communication are missing.

Benefit

Professional preparation and support for financing discussions.

SOKURA's Contribution

Creating financing documentation, accompanying bank meetings, negotiation support.

Outcome

Better terms, stronger negotiating position, and trust with financial partners.

### Risk & Board Reporting

Problem

The board of directors receives no structured risk assessment.

Benefit

Systematic risk identification and transparent reporting to the board.

SOKURA's Contribution

Building a risk management framework, regular board reporting packages.

Outcome

Governance-compliant reporting and forward-looking risk management.

### Collaboration with Fiduciaries

Problem

The fiduciary delivers numbers, but strategic context is missing.

Benefit

Seamless coordination between fiduciary, internal team, and SOKURA.

SOKURA's Contribution

Bridge between operational accounting and strategic financial leadership. Clear task allocation and quality assurance.

Outcome

Efficient collaboration and higher quality financial management.

## Related Insights

[

![Dashboard with financial KPIs on a modern screen](/assets/pexels-team-meeting-LO9TBrm2.jpg)

### Reporting That Works: How SMEs Prepare Numbers So Management and Board Can Decide

Management reporting for SMEs: framework, KPIs and best practices for management and board. Turning numbers into decisions.

Read full article 

](/en/insights/reporting-verwaltungsrat-management-kpi)

[

![Lean controlling dashboard for an SME](/assets/pexels-office-1-CLcJxss8.jpg)

### Controlling Without Overhead: A Pragmatic System for SMEs (30–200 Employees)

Lean controlling for SMEs with 30–200 employees: budget, forecast, KPIs and cost centres – without overhead. A pragmatic system.

Read full article 

](/en/insights/controlling-ohne-overhead-kmu-system)

[

![Cash flow chart on a tablet in a meeting room](/assets/pexels-collaboration-B3PLkBtl.jpg)

### Liquidity Planning Without Gut Feeling: 7 Levers for More Transparency and Calm

Liquidity planning without gut feeling: 7 levers for more transparency and financial calm in your SME. Methodology and practice.

Read full article 

](/en/insights/liquiditaetsplanung-cashflow-kmu)

## Which service fits your situation?

Together we'll clarify in a short conversation which support offers the greatest leverage for you.

[Book a consultation](/en/kontakt)

![SOKURA](/assets/sokura-logo-white-DSlbO__T.png)

Strategic financial leadership for growing SMEs. CFO as a Service – on-site and remote.

Navigation

[Services](/en/leistungen)[CFO as a Service](/en/cfo-as-a-service)[For SMEs & Startups](/en/kmu-startups)[About](/en/ueber-uns)[FAQ](/en/faq)

Contact

[info@sokura.ch](mailto:info@sokura.ch) [+41 79 727 77 83](tel:+41797277783) [LinkedIn](https://www.linkedin.com/company/sokura-gmbh/)

Legal

[Privacy Policy](/en/datenschutz)[Legal Notice](/en/impressum)[Insights](/en/insights)

© 2026 SOKURA GmbH. All rights reserved.[DE](/leistungen)

Lucerne · Central Switzerland · Switzerland

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