Make proactive decisions based on accurate, up-to-date projections.
Reduce uncertainty and leverage opportunities with clear, forward-looking data
Enhanced control & long-term planning
Our specialists provide you with a comprehensive overview of your company’s current financial situation and a forecast of its future performance, enabling better management and more informed decision-making regarding upcoming developments.
Proactive risk mitigation
Early insight into financial vulnerabilities allows you to spot key trends that might negatively affect your cash and swiftly apply solutions for effective planning and resource allocation, thereby preventing liquidity crises and significant financial setbacks.
Seamless preparation for funding
We streamline the complex process of securing external capital, expertly evaluating your financing prospects and meticulously preparing all documentation to ensure a smooth, successful capital raise.
In the busy day-to-day of running a business, it’s easy to get caught in a trap of liquidity challenges due to the loss of clientele, escalation of employee-related costs, or ill-timed asset acquisitions. To help you avoid these pitfalls, our specialists analyse your financial movements, spot the key trends that might negatively affect your cash, and provide you with solutions for better cash flow planning and resource allocation.
Whether you’re aiming to launch a new feature, diversify your services, or make strategic investments, our proactive financial forecasting gives you clear visibility into cash-rich periods. This insight empowers you to plan your business development and growth initiatives strategically, so you can seize opportunities at the most financially advantageous times.
To ensure your business achieves long-term stability and sustained growth, constant, detailed analysis of actual results against planned budgets is paramount. Our specialists examine the structure and patterns of your company’s spending, outline hidden or overlooked costs such as taxes, social contributions, or deferred payments, and provide a clear picture of whether your business is operating within, above, or below budget.
By combining rigorous analysis of past performance metrics with forward-looking market insights and underlying trends, we are able to make precise predictions about your company’s future financial, operational, and staffing requirements. As a result, you can allocate resources more effectively, and reduce exposure to unforeseen costs.
We help you gain a comprehensive understanding of your company’s future performance by meticulously preparing the financial section of your business plan. Our specialists develop detailed forecasts, analyse cash flow and profitability, and evaluate all critical components to provide an accurate and transparent picture that supports realistic budgeting and operational planning.
Additionally, we conduct thorough market research, industry analysis, and SWOT assessments, enabling you to clearly see how your business compares within the market.
If you already have a business plan, our experts review it and assess the accuracy, consistency, and feasibility of the financial section. We verify the assumptions, check the alignment with market data, and provide constructive feedback to strengthen your plan and ensure it serves as a reliable foundation for future decisions.
When relying solely on internal funds impedes the desired pace or sustainability of growth, external financing becomes an essential consideration. Strategic evaluation is key to identifying the right opportunities. Leveraging our extensive experience with Venture Funds, Private Equity, and M&As, we realistically assess your prospects and recommend the best course of action for securing capital – whether through investment, debt, or factoring.
Our specialists handle the full preparation of documents required to support your fundraising efforts. We develop detailed financial reports that incorporate both historical performance and forward-looking projections, offering a clear and credible view of your company’s financial position. This ensures you are well-prepared to engage with potential investors or lenders and present the necessary information in a structured and professional way.
Scalable financial guidance
Our specialists deliver the clarity and insight you need to lay strong foundations, accelerate growth, and make confident decisions regarding the future performance of your company.
Thanks to strategic financial forecasting, you gain strong visibility on the best time for expansion, launching new features, and seeking funding opportunities.
Precision through automation & expertise
Advanced systems process vast amounts of historical and real-time data, while our professionals analyse the results to deliver straightforward insights that are necessary to drive growth and manage risks effectively.
We help align your business objectives with actual financial capacity, safeguarding against budget overruns and disruptions.
Data protection & confidentiality
We manage and store all information according to Swiss data protection laws (FADP), ensuring confidentiality and protected access at all stages. Your data is stored in Switzerland.
Our systems are designed to protect sensitive information from unauthorised access, and our team follows strict internal protocols to maintain your trust
We guide you through every stage – right from the beginning
Book a consultation
Schedule a call with our expert to discuss your company’s unique requirements.
Have a tailored strategy session
During this meeting, a dedicated specialist will understand your goals and show you how we can assist your business.
Get clear on pricing and next steps
We customise our pricing to suit your requirements. Once you get it, we’ll set up a plan to begin implementing the right solutions for you.
Streamline workflows and drive better outcomes through seamless integration of technology and expert guidance
Company incorporation
Start your business with ease – we take care of the whole registration process, from initial consultation and name checks to notary representation and final confirmation.
Domiciliation
Meet Swiss legal requirements and simplify operations with our full-service solution – including c/o address, mail handling, secretarial help, and flexible workspace options.
Accounting
The entire financial record-keeping process done for you – bookkeeping, reconciliations, and reporting – all managed accurately and on time.
Payroll
Hand over salary processing, tax filings, and employee documents to us – we ensure precise calculations, statutory submissions, and professional payslips every month.
Financial reporting
Annual financial statements, monthly performance reports, KPI insights, and third-party documentation – get all essential reports for effective management.
Tax compliance
Simplify your tax management with expert-led filing, strategic planning, and tailored advice that uncovers saving opportunities.
Employee onboarding
Leave complex formalities such as contracts, legal checks, and staff policies to us and hire without the administrative overload.
Consulting
Gain clarity on your market position, identify growth opportunities, and find out what is slowing down your business performance.
Business optimisation
Spot outdated processes and replace them with efficient, automated solutions that reduce errors and speed up workflows.
Frequently asked questions
We provide professional financial forecasting for Swiss small and medium-sized businesses.
Yes. Our specialists prepare in-depth financial forecasts that take into account your industry-specific factors such as seasonality, market trends, cost structure, and revenue drivers.
Our team has extensive experience providing financial forecasting for Swiss businesses operating in a wide range of sectors, including:
Accurate financial forecasting is essential at every stage of business management — whether your company is preparing to launch, has just started operating, or is already an established Swiss SME looking to grow or stabilise its finances.
This service is particularly helpful for:
Our specialists provide data-driven forecasts that serve as a solid foundation for timely and informed decision-making, helping your business stay agile and financially resilient in Switzerland’s dynamic market.
We provide financial forecasting services for businesses across all Swiss cantons, including:
We attach a specialist to your business with experience in financial forecasting for your specific canton. This specialist ensures that tax rates, employment costs, and local business incentives are accurately reflected in your forecasts.
We offer a full range of financial forecasting solutions, including:
If you require a service that isn’t listed, simply book a consultation with our specialist to discuss your specific situation, goals, and the type of financial forecasting you need. We’ll analyse your requirements in detail and prepare a customised proposal.
Our specialists focus exclusively on financial forecasting for Swiss businesses and do not provide personal financial forecasting solutions.
The price depends on the type of service you choose, the complexity of your business, and the scope of the forecast. To get a personalised quote, visit our pricing page or book a consultation with our specialist. We’ll assess your needs in detail and provide a transparent proposal tailored to your business.
Our services are available in all local languages used in Switzerland, plus English. During the initial consultation, we will discuss and agree on the language that is most convenient for you and your team to receive your forecasts.
The time required depends on the type and complexity of the forecast. During the consultation, once we learn more about your business, industry, and specific needs, we will provide a clear timeline for delivery that meets your requirements.
Yes. We can integrate your existing accounting or ERP software to efficiently retrieve the financial data needed for accurate forecasting. Our specialists work with a wide range of Swiss accounting and ERP systems, allowing seamless data import and analysis.
This means you don’t need to set up anything new — we use your current systems to ensure forecasts are based on real, up-to-date financial information while reducing manual effort for your team.
Step 1: Choose the services you need
Identify which financial forecasting services your business requires. Visit our pricing page and add them to your customised plan.
If you’re unsure which solution best fits your company, simply book a consultation — our expert will help you define the right approach.
Step 2: Receive a tailored proposal
We review the selected services, considering the specifics of your business — its industry, size, and canton of operation — and prepare a personalised proposal with clear pricing, sent directly to your email.
Step 3: Schedule a consultation with our specialist
After reviewing and approving the proposal, we schedule an initial consultation at a convenient time. During this meeting, we’ll get to know your business processes, goals, and expectations, and answer any questions you may have about timelines, deliverables, or forecasting methods.
Step 4: Get everything ready
Once the cooperation details are confirmed, we’ll inform you about the data and documents we need to start the process. Our team assists you with all preparations to ensure a smooth and efficient workflow from day one.
Step 5: Delivery of service
We deliver the agreed financial forecasting services according to your customised plan and provide accurate, professional results designed to support informed decision-making.
If you have any questions at any stage, you can contact us — we’ll provide a clear and detailed response.
At LedgerPeek, your business’s financial data is handled with the highest security standards. All information is stored and managed in Switzerland in full compliance with the Swiss Federal Act on Data Protection (FADP).
Access is restricted to authorised specialists only, ensuring your data remains protected, private, and under Swiss jurisdiction throughout the entire process.
