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Customised CFO

As a SME, do you consider the question of which resources you need to manage your finances? The requirements and in particular the expectations are very varied in SMEs.

The requirements for expertise and experience can change quickly in different phases of corporate development. In addition, a Chief Financial Officer in a full-time job with in-depth expertise is not mandatory for every SME, and they are often neither working to full capacity nor financially affordable. Balmer-Etienne has the ideal solution for you: Your personal and customised CFO under mandate, tailor-made for the needs of your company. Furthermore, additional resources or specialist staff can be offered or deployed as a team at all levels.

Your financial sparring partners for fast, entrepreneurial solutions

We are able to draw on a team with different personalities and experiences and thus offer comprehensive services that go beyond the work of preparing financial statements or bookkeeping:

  • advice as a financial sparring partner for Executive Board and/or BoD
  • financial planning and liquidity planning
  • regular reporting with analysis comments
  • advice on issues in cost accounting and operational accounting
  • advice in various accounting standards
Massgeschneideter CFO

Would you like closer collaboration? We will also be happy to provide the following:

  • financial cockpit including defining KPIs
  • budgeting/rolling projections
  • customised and/or automated financial evaluations
  • Digital CFO: provision of financial applications including financial cockpit, joint documentation storage and archiving solutions
  • meetings with banks and investors
  • advice and implementation for risk assessment and internal control system (ICS)

With these tools and our broad-based expertise, we can offer you a functioning early warning system as well as recommended actions for financial decisions in your company at all times.

CFO on a mandate basis – your benefits, your advantages


Personal, experienced and independent contact person as financial manager

Quality assurance

Quality assurance through access to our networked expertise in the areas of HR, controlling, digital-isation, accounting, legal and taxes

Cost savings

Cost savings through flexible and appropriate level of deployment according to your individual needs

Deputisation arrangements

Option of deputisation arrangements appropriate to level

Experience shows that a CFO in a mandate relationship compared with a permanent position of a financial manager pays off for companies with between 20 – 80 employees.

Are you looking for a customised, efficient solution for the financial leadership of your company?Then we should really get to know each other.

May we help you further?

  • Daniel Schnider


    Master Professional veb.ch in Accounting

  • Donat Schiess


    Master Professional veb.ch in Accounting, Fiduciary with swiss examination

  • Marc Haldimann

    Marc Haldimann

    Master Professional veb.ch in Accounting