Financial leadership that moves your company forward
Professional financial leadership aligned with your goals is essential for sustainable growth. The role of the CFO is central: it creates transparency, manages risks and provides the basis for sound business decisions.
We take on this role either temporarily as an interim CFO, for example during vacancies, growth spurts or special situations, or permanently as an external CFO as part of a CFO mandate.
In doing so, we go far beyond pure number work:
We manage accounting and controlling, prepare financial statements and management reports, monitor liquidity and planning, and make sure your financial processes run reliably and in a structured way. On request, we also accompany you to executive board meetings and to talks with investors or banks.
An external or interim CFO gives you an independent view from the outside: clear, objective and free of internal interests.
You gain time, financial security and an experienced sparring partner who thinks like an entrepreneur and takes responsibility.
Rodolfo Intaglietta, Treuhänder mit eidg. Fachausweis (Swiss fiduciary with Federal Diploma of Higher Education) & Diplomierter Experte in Rechnungslegung und Controlling (Expert in Accounting and Controlling with Advanced Federal Diploma of Higher Education)
The initial consultation is non-binding. Afterwards, you decide in your own time.
WHAT YOU GET
Our CFO services at a glance
Our external CFOs support companies in Zurich and throughout Switzerland with all strategic and operational financial tasks. You receive a clear basis for decisions, professional management of your financial processes and an independent view from the outside: efficient, digital and aligned with your goals.
- Strategic financial leadership: Development of an overall financial strategy, aligned with company goals, growth and market environment
- Financial planning, forecasting: Preparation of financial plans, forecasts and scenarios to steer the future of your company with confidence
- Liquidity management: Planning, monitoring and optimization of liquidity as well as management of payment flows
- Budgeting and target setting: Setup and management of the budget process, including budget-to-actual comparisons and recommended measures
- Controlling and performance analyses: Professional controlling, including KPI analyses, reports and recommendations for action
- Reporting and management reports: Preparation of clear, decision-oriented monthly, quarterly and annual reports
- Cost and profitability analyses: Analysis of cost structures, margins and profitability of individual products, divisions or projects
- Risk management: Identification, assessment and monitoring of financial risks, with planned measures
- Bank and investor relations: Preparation of and support at bank meetings, financing matters and investor communication
- Process optimization and digitalization: Analysis and optimization of your financial processes, introduction of efficient tools and digital workflows
- Sparring for executive management and board of directors: Participation in meetings, preparation of decision documents and independent second opinions
ONE! Treuhand offers the all-in-one solution for your finances and your path to success.
Why ONE! Treuhand
ONE! Treuhand is a member of TREUHAND|SUISSE, the professional association of the Swiss fiduciary industry, and has been working in Zurich-Glattbrugg since 2009. Membership requires sound professional training. Every year we complete mandatory continuing education, and we are covered by professional liability insurance.
No commitment, insured mandates
You stay flexible. There is no minimum term and no notice period. If the collaboration does not suit you, you can end it at any time. If we make a mistake that causes damage, our professional liability insurance covers it.
4 SIMPLE STEPS
How to get started with your external CFO
Many companies know that professional financial leadership is essential, but getting started often seems complex. That is exactly why we guide you through a transparent, structured process. You always know what is happening, why it is happening and what benefit you gain from it.
No extra effort, no uncertainty.
No change of contact person, no hotline, no detours.
Learn more about the tasks and benefits of a CFO
We have summarized the key knowledge about external CFO mandates, tasks and benefits for you in useful articles. Short and to the point, prepared for business leaders.
Questions about external CFO mandates? ONE! Treuhand has the answers
So that you know exactly what to expect, we have collected the key questions about CFO mandates for you. They are based on the concerns we hear every day from companies in Zurich and throughout Switzerland.
When is an external CFO needed?
With an external CFO, the employees of a company can focus entirely on their core tasks. With an external CFO on site, an international company can benefit from the knowledge of local conditions and developments that this CFO brings.
What tasks does an external CFO take on?
An external CFO takes on tasks in accounting and controlling. They provide an objective view of the company and take over its financial management.
In this role, they act as advisor to and supervisor of the company’s activities and set the strategic direction to lead the company to financial success.
Financial management by an external CFO on a mandate basis includes the following tasks, among others:
- Budgeting, reporting and controlling (e.g. budget planning, financial planning)
- Liquidity planning, consolidation
- Financial reporting in accordance with OR, Swiss GAAP FER or IAS/IFRS
- Annual and interim financial statements
Is an external head of finance also suitable for a Swiss SME?
An external head of finance can be the right solution for an SME as well as for a large company or a non-profit organization.
Depending on the individual needs and requirements of the client, the external head of finance works on the financial challenges and tasks of the company either full-time or on an hourly basis.
The biggest advantages of an external head of finance are professionalism and independence.
What advantages does an external CFO offer me?
Engaging an external CFO has many advantages for a company:
- High productivity after a short onboarding period
- Compensating for staff shortages and saving costs
- Professionalism thanks to external know-how
- Less time-consuming recruiting
Above all, trust is what matters. The only significant disadvantage is that you entrust your finances to a third party, and that takes courage.
Still, there are good reasons why many successful companies do exactly that: freedom, a broader horizon and (at least with us) the good feeling that someone takes care of nothing but the financial success of the company.
Ready for financial clarity and real relief?
Start with a non-binding initial consultation and get to know ONE! Treuhand personally. We show you how an external CFO strengthens your financial leadership, reduces risks and gives you more time for what matters.
- More time thanks to clear structures and efficient processes
- More security through professional financial leadership and independent assessments
- More transparency through clear reports, forecasts and key figures
- More stability through active liquidity and risk management
- More closeness through a personal contact person instead of a hotline
Rodolfo Intaglietta | Managing Director
Treuhänder mit eidg. Fachausweis &
Diplomierter Experte in Rechnungslegung und Controlling
Location: Zurich-Glattbrugg
Email: welcome@onetreuhand.ch
Phone: +41 44 533 34 25