Clear financial forecasting for business growth

Make proactive decisions based on accurate, up-to-date projections. 

Key benefits

Build a future-ready company

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.

Plan smarter – Grow faster – Risk less

Refine resource allocation

Cash flow management and adjustment 

Uncovering financial vulnerabilities

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.

Determining optimal timing for expansion

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.

Elevate strategy

Budgeting

Understanding deviations

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.

Detailed projections of financial needs

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.

Define direction

Business plan preparation and review

Analytical foundation for strategic and financial clarity 

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.

Validation of key financial estimates and projections 

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.

Fund your vision

Capital raising support

Investment opportunity evaluation  

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.

Comprehensive funding documentation

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.

Discover how LedgerPeek can strengthen your financial outlook

We transform complex data into actionable insights — you confidently navigate challenges, seize opportunities, and drive sustainable growth

Your numbers – expertly forecasted

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

Easy start

Your journey to future-ready business starts here

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.

Other services

Professional solutions that power everyday operations

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.

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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.

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Accounting

The entire financial record-keeping process done for you – bookkeeping, reconciliations, and reporting – all managed accurately and on time.

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Payroll

Hand over salary processing, tax filings, and employee documents to us – we ensure precise calculations, statutory submissions, and professional payslips every month.

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Financial reporting

Annual financial statements, monthly performance reports, KPI insights, and third-party documentation – get all essential reports for effective management.

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Tax compliance

Simplify your tax management with expert-led filing, strategic planning, and tailored advice that uncovers saving opportunities.

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Employee onboarding

Leave complex formalities such as contracts, legal checks, and staff policies to us and hire without the administrative overload.

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Consulting

Gain clarity on your market position, identify growth opportunities, and find out what is slowing down your business performance.

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Business optimisation

Spot outdated processes and replace them with efficient, automated solutions that reduce errors and speed up workflows.

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