CFO Dashboards & Financial Clarity
🇨🇭 Switzerland

Financial
Clarity for
Better Decisions

Premium monthly CFO dashboards and financial insights for Swiss SMEs. Understand your numbers, control cash flow and make better business decisions — without hiring a full-time CFO.

CFO dashboards and fractional CFO support for SMEs in Lugano and Ticino.
Schedule Free CFO Review View Packages
Vetta CFO — Financial clarity for better decisions Vetta CFO — Chiarezza finanziaria per decisioni migliori
01
Monthly Dashboard
02
CFO Comments
03
Cash Visibility
04
Executive Review
Why Vetta CFO

Financial clarity without hiring a full-time CFO

Vetta CFO gives founders and management teams a clear monthly view of performance, cash, margins and risks — so decisions are based on numbers, not intuition.

Executive Clarity

A clean CFO dashboard that turns accounting data into clear business insight — revenue, margin, cash, costs and trends in one place.

Cash & Margin Control

Understand where money is coming from, where it is going, and which decisions improve profitability and runway.

Strategic Finance Rhythm

Monthly CFO comments, status indicators and review calls help your team stay focused on what really moves the business forward.

What You Receive

A clear CFO system, every month

Vetta CFO is built around practical monthly deliverables: clean dashboards, focused CFO comments, a short monthly PDF report and a finance rhythm that helps management act faster.

01
CFO Dashboard

A premium Power BI dashboard showing revenue, margin, costs, cash and key performance trends.

02
KPI Analysis

A clear view of what changed, what improved, what deteriorated and where management attention is needed.

03
Cash & Margin View

Better visibility over cash position, profitability, cost structure and the financial risks behind growth.

04
Executive Comments

Short CFO comments that explain the numbers in plain language and help leaders make better decisions.

Dashboard System

Two views: Insight and Strategy

Vetta CFO is designed as a clear monthly management system. The dashboards are the analysis layer; the service includes CFO interpretation, a monthly PDF report, a review call and email support.

Insight
Insight dashboard preview
Insight Dashboard

A monthly CFO overview focused on revenue, expenses, cash, margin, cost structure, CFO comments and a short PDF report — built for fast executive understanding.

Click to enlarge preview
Strategy
Strategy dashboard preview
Strategy Dashboard

A deeper management layer with Vetta Overall Health, budget discipline, rolling forecast, cost control, forward-looking CFO guidance and a monthly Strategy PDF report.

Click to enlarge preview
Vetta CFO founder
Financial expertise with an executive mindset

Vetta CFO combines structured financial management, project discipline and international business experience to give companies a clearer way to read their numbers and act on them.

About Vetta CFO

Built by a finance leader with 20+ years of experience

Vetta CFO was created to help business owners and management teams access CFO-level financial clarity without hiring a full-time CFO. The approach combines academic finance foundations, executive education and more than 20 years of hands-on experience in financial management across companies in the EU and Switzerland.

Education Degree in Business Administration and Management, MBA and Master in Project Management.
Experience 20+ years in company financial management, reporting, control and business decision support.
Markets Professional experience with companies operating in the European Union and Switzerland.
Method A practical CFO system built around dashboards, monthly analysis, cash visibility and executive guidance.
Book Free CFO Review A focused 30-minute call to review your current reporting and identify where more financial clarity would help.
Packages

CFO-level clarity, delivered monthly

Premium dashboard-based CFO support designed for companies operating in Switzerland that want better financial control without building a full internal finance function.

Package 01
Insight

For companies that need monthly financial visibility, clear KPI tracking and a simple CFO reporting rhythm.

CHF 1'590
per month · billed monthly
Setup fee: CHF 990 one-time
  • Monthly Power BI CFO dashboard
  • Revenue, margin, cash and cost visibility
  • 12-month trend view
  • Monthly CFO comments and status indicators
  • 30-minute monthly review call
  • Dashboard-related support within 48–72h
Get Started
Most Popular
Package 02
Strategy

Best for companies that want to move from monthly reporting to strategic financial management — with deeper planning, budget control and forward-looking guidance.

CHF 2'890
per month · billed monthly
Setup fee: CHF 1'490 one-time
  • Everything in Insight, plus:
  • Strategy dashboard with Vetta Overall Health score
  • Budget vs actuals and variance analysis
  • Rolling forecast and cash position outlook
  • Cost control and profitability insights
  • Monthly executive summary
Get Started
Package 03
Partner

For companies that need a closer CFO partner for strategic decisions, board preparation, investor communication and custom finance work.

CHF 5'290
from / month · custom scope
Setup fee: tailored based on scope, starting from CHF 4'900
  • Everything in Strategy, plus:
  • Fractional CFO advisory
  • Board and investor reporting support
  • Scenario planning and strategic finance
  • Pricing, margin and cash flow decisions
  • Custom financial model and management rhythm
Let's Talk

Annual payment option: clients paying 12 months upfront receive the setup fee waived and a 10% discount on the monthly service fee.

How It Works

From raw numbers to financial clarity

01
CFO Review

A focused 30-minute call to understand your business, reporting process, finance pain points and decision-making needs.

02
Data Setup

We structure your monthly financial data into a clean reporting model that can scale with your company.

03
Dashboard Build

You receive a premium CFO dashboard with KPIs, trends, cash visibility, clear CFO comments and a short monthly PDF report.

04
Monthly Guidance

Every month, we review the numbers, highlight risks and help you focus on the financial decisions that matter most.

Ready for Better Financial Control?

Get a clearer view of your business finances

Book a free 30-minute CFO review. We will look at your current reporting, identify the main gaps, and show how Vetta CFO can help you build a clearer financial management system.

Free 30-min CFO review

Let's review
your numbers

We will understand your current reporting setup and outline how to turn your numbers into a clear monthly CFO dashboard.

cfo@vettacfo.ch
Lugano, Switzerland
Swiss quality · Private & confidential
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