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SME Service Companies

Small and medium-sized enterprises (SMEs) require tailored financial services that address their unique challenges, such as managing cash flow, navigating taxation, and maintaining compliance with regulations. Financial Keepers offers a full range of fiduciary, financial management, and advisory services designed to support the growth and sustainability of SMEs. Our deep understanding of the SME market allows us to provide solutions that optimize your financial health and empower you to focus on what matters most—growing your business.

two persons works together in financial review

WHAT WE OFFER

An approach tailored to your business and your needs

Our results-driven approach has effectively addressed numerous challenges in your sector, allowing you to focus on your core business with a transparent, high-performance service tailored to your specific needs.

HOW WE MAKE IT POSSIBLE ?

    • Manage your cash flow in real time
    • Comply with tax regulations
    • Monitor your situation accurately with regular financial analyses
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    • Financial Risk Management and Strategic Advisory
    • Enhancing performance through technology and innovation
    • Bringing a unique, human and local approach

Manage your cash flow in real time

Effective cash flow management is essential for the survival and growth of SMEs. Financial Keepers provides expert support to help you maintain a healthy cash flow, manage liquidity, and ensure that you have the resources needed to meet your business goals. Our team works with you to develop strategies that optimize cash flow, ensuring you are prepared for both challenges and opportunities.

Managing payments and collections efficiently is critical for maintaining a healthy cash flow. Financial Keepers helps SMEs streamline their accounts payable and receivable processes, reducing delays in payments and ensuring timely collections. This minimizes the risk of cash flow disruptions and improves overall financial stability.

Key Features:

  • Streamlined Payment Processing
  • Efficient Invoice Management
  • Receivables Tracking
  • Late Payment Mitigation

For further information : Outsourcing Accounting

Controlling expenses and staying within budget is essential for profitability. Financial Keepers provides detailed budgeting and expense management services that help you keep costs under control while ensuring you have the resources needed to grow. Our team works with you to create realistic budgets that align with your financial goals.

Key Features:

  • Detailed Expense Tracking
  • Budget Creation and Monitoring
  • Cost Control Strategies
  • Financial Reporting and Analysis

For further information : Corporate Advisory

Maintaining optimal liquidity is essential for meeting short-term obligations and funding long-term growth. Financial Keepers provides strategies to improve liquidity by balancing cash reserves, credit lines, and working capital management. We help you ensure that your business has the financial flexibility needed to respond to changing market conditions.

Key Features:

  • Liquidity Planning
  • Working Capital Optimization
  • Cash Reserve Management
  • Credit Line Support

For further information : Financing Advisory

We help SMEs project their future cash flow, allowing you to anticipate shortages or surpluses and plan accordingly. Our forecasting models provide accurate insights into your financial position, helping you make informed decisions.

Key Features:

  • Detailed Cash Flow Projections
  • Revenue and Expense Forecasting
  • Scenario Planning
  • Real-Time Adjustments

For further information : Operational Excellence

Comply with tax regulations

Navigating tax regulations and staying compliant can be overwhelming for SMEs. Financial Keepers provides expert tax advisory services to help you manage your tax obligations efficiently and stay compliant with all relevant regulations. Our team helps you minimize your tax liabilities while ensuring that your business is fully compliant with local and international tax laws.

We help SMEs develop effective tax strategies that minimize liabilities and ensure compliance. Financial Keepers provides proactive tax planning services that align with your business objectives, helping you optimize your tax position.

Key Features:

  • Tax Minimization Strategies
  • Proactive Tax Planning
  • Compliance with Local and International Laws
  • Tax Savings Opportunities

For further information : Tax & Legal Advisory

Ensuring accurate and timely tax filing is crucial to avoiding penalties and maintaining compliance. Financial Keepers handles all aspects of tax reporting and filing, ensuring that your business meets all deadlines and adheres to the latest regulations.

Key Features:

  • Accurate Tax Filing
  • Compliance with Filing Deadlines
  • Ongoing Tax Monitoring
  • Preparation of Tax Documentation

For further information : Tax & Legal Advisory

Managing VAT efficiently is a complex task for SMEs, especially as tax rates and rules vary between sectors and regions. Financial Keepers provides VAT management services that ensure compliance and minimize your VAT liabilities, optimizing your financial performance.

Key Features:

  • VAT Registration and Filing
  • VAT Compliance Reviews
  • Optimization of VAT Recoveries
  • Ongoing VAT Advisory

For further information : Tax & Legal Advisory

For SMEs operating across borders, managing international tax obligations is critical. Financial Keepers offers specialized cross-border tax advisory services to ensure that your business remains compliant with international tax regulations and avoids double taxation.

Key Features:

  • International Tax Compliance
  • Double Taxation Mitigation
  • Cross-Border Tax Strategy Development
  • Global Tax Reporting

For further information : Tax & Legal Advisory

Financial Risk Management and Strategic Advisory​

SMEs face a variety of risks, from financial instability to operational disruptions. Financial Keepers provides comprehensive risk management services to help you identify, mitigate, and manage risks effectively. Our team works with you to develop strategies that protect your business and ensure continuity in the face of challenges.

Managing financial risks, such as currency fluctuations or credit risks, is essential for SMEs. Financial Keepers provides financial risk management services that help you minimize these risks and protect your business from financial instability.

Key Features:

  • Risk Identification and Assessment
  • Risk Mitigation Strategies
  • Currency and Credit Risk Management
  • Financial Stability Planning

For further information : Corporate Advisory

Offer tailored support with operational advice, regular audits, and performance evaluations. Our dedicated team works closely with you to understand your specific needs and provide customized solutions that enhance your business operations. We conduct regular audits and performance evaluations to ensure that you are always operating at peak efficiency and compliance.

Key Features:

  • Customized operational advice and support
  • Regular audits to ensure compliance and efficiency
  • Detailed performance evaluations with actionable insights
  • Ongoing support tailored to your business needs

For further information : Financial Audits and Special Reports

Provide a single point of contact for all your needs through a dedicated and available team, and partnerships with experts in finance, insurance, taxation, and legal fields. We streamline communication and support by offering you a single point of contact who coordinates all your interactions with our team and partners. This ensures consistency, reliability, and a seamless experience for your business.

Key Features:

  • Dedicated account manager for personalized service
  • Coordination of all services through a single contact point
  • Access to a network of experts in finance, insurance, taxation, and legal matters
  • Seamless integration of all support services

For further information : Risk Management

Ensuring business continuity in the face of disruptions is essential for SMEs. Financial Keepers helps you develop business continuity plans that ensure your operations can continue smoothly even during unforeseen events, such as natural disasters or economic downturns.

Key Features:

  • Business Continuity Strategy Development
  • Risk Mitigation Planning
  • Disaster Recovery Support
  • Operational Resilience Advisory

For further information : Financial Audits and Special Reports

Bringing a unique, human and local approach

At Financial Keepers, we prioritize a personalized, human-centric approach tailored to the specific needs of each client in the SME services sector. Our local presence ensures that we are always accessible and available to provide immediate support, fostering strong, long-term relationships built on trust and reliability. By understanding regional market dynamics and being deeply engaged with the community, we offer relevant insights and customized solutions that help local businesses thrive. Our dedicated support team, acting as a single point of contact, ensures consistent communication and a deep understanding of your business needs.

At Financial Keepers, we prioritize understanding the unique needs of each client. Our team provides personalized services specifically designed to address the challenges faced by businesses in the SME services sector. By building strong, long-term relationships with our clients, we ensure that our solutions are aligned with your business goals and operational requirements.

Key Features:

  • Customized solutions based on client-specific needs
  • Deep understanding of the SME services sector
  • Long-term client relationship management
  • Alignment with business goals and requirements

For further information : About Us

We believe in maintaining close proximity to our clients. Our local presence ensures that we are always accessible and available to support you when needed. This approach allows us to respond quickly to your queries and provide on-site assistance, fostering a sense of trust and reliability. Being local means we understand the regional market dynamics and can offer insights and solutions that are relevant and effective.

Key Features:

  • Local presence for immediate support
  • Quick response to client queries
  • On-site assistance as needed
  • Understanding of regional market dynamics

For further information : About Us

Our dedicated support team is committed to providing you with the highest level of service. We assign a single point of contact who will manage all your interactions with Financial Keepers. This ensures consistency in communication and a deep understanding of your business, allowing us to deliver customized solutions that meet your specific needs. Our support team is always ready to listen to your concerns and provide timely and effective solutions.

Key Features:

  • Single point of contact for personalized service
  • Consistent communication with clients
  • Deep understanding of client business needs
  • Timely and effective solutions

For further information : About Us

As a local firm, we are deeply engaged with the community and understand the unique challenges and opportunities within the local market. We leverage this understanding to provide services that not only meet but exceed your expectations. Our involvement in the community also means we are invested in your success and are committed to helping local businesses thrive.

Key Features:

  • Deep community engagement
  • Understanding of local market challenges and opportunities
  • Services that exceed client expectations
  • Commitment to local business success

For further information : About Us

Enhancing performance through technology and innovation

Financial Keepers leverages cutting-edge technology and innovative solutions to enhance your business performance in the SME services sector. Our advanced tools, including real-time data analytics, automated financial reporting, and integrated inventory management systems, streamline your operations and improve efficiency. We are committed to continuous improvement, regularly updating our systems to incorporate the latest advancements and industry best practices. By providing deep insights through data-driven decision-making, we empower you to make strategic choices that boost profitability and maintain a competitive edge.

Financial Keepers leverages the latest technological advancements to enhance your business performance in the SME services sector. Our suite of cutting-edge tools includes advanced accounting software, real-time data analytics, and automated financial reporting systems. These tools provide you with accurate, timely information that is crucial for making informed business decisions. By integrating technology into your operations, we help streamline processes, reduce errors, and improve overall efficiency.

Key Features:

  • Advanced accounting software
  • Real-time data analytics
  • Automated financial reporting systems
  • Accurate and timely information

For further information : Operational Excellence

Our innovative solutions are designed to optimize your business operations. From automated payroll processing to integrated inventory management systems, we offer a range of tools that simplify complex tasks and save you valuable time. Our technology-driven approach ensures that you can focus on your core business activities while we handle the administrative and financial complexities.

Key Features:

  • Automated payroll processing
  • Integrated inventory management systems
  • Simplification of complex tasks
  • Time-saving tools

For further information : Operational Excellence

At Financial Keepers, we are committed to continuous improvement and innovation. We regularly update our systems and processes to incorporate the latest technological advancements and industry best practices. This proactive approach ensures that your business remains competitive and can adapt to changing market conditions. We also offer ongoing training and support to help you make the most of our innovative solutions.

Key Features:

  • Regular system and process updates
  • Incorporation of latest technological advancements
  • Adherence to industry best practices
  • Ongoing training and support

For further information : Operational Excellence

Our advanced data analytics capabilities provide you with deep insights into your business performance. By analyzing key metrics and trends, we help you identify opportunities for growth and areas for improvement. Our data-driven approach allows you to make strategic decisions that enhance profitability and drive business success. With Financial Keepers, you can be confident that you have the information and tools needed to stay ahead of the competition.

Key Features:

  • Deep insights through data analytics
  • Analysis of key metrics and trends
  • Identification of growth opportunities
  • Strategic decision-making support

For further information : Operational Excellence

Services

Accounting Outsourcing

Streamline Financial operations with our dedicated outsourcing services for efficient business management

Payroll Administration

Simplify HR complexities with our comprehensive payroll and administrative management

Tax & Legal Advisory

Get strategic, tailored tax and legal advisory services across various industries, ensuring compliance, optimization, and efficient tax structures

Business Administration

Benefit from business administration services designed to support every stage of your company’s life cycle

Corporate Advisory​

Navigate your financial landscape with our expert corporate advisory and real-time strategic analysis

Human Ressources Outsourcing

Get comprehensive human resources outsourcing services tailored to meet the evolving needs of your company

Financing Advisory

Financing is crucial for the growth and success of your business. Be provided with tailored solutions that meet your specific needs

Operational Excellence

Optimize your internal processes through our specialized auditing and operational improvements

Financial Audits & Special Reports

Ensure financial integrity and compliance with our thorough financial and anti-money laundering audit services

Risk Management

Safeguard your business with our comprehensive risk management strategies, mitigating financial and operational risks

We create a secure financial future

Working Hours

Mon-Fri: 08:30 – 12:00
and 13:30 – 18:00
Saturday: Closed
Sunday: Closed

Geneva Office

Boulevard Georges-Favon 26-28
7th floor
1204 Genève

info@financialkeepers.ch

Get In Touch
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