For fiduciaries

Your client needs FP&A. You remain the fiduciary.

Vetta produces management reporting, budgets, forecasts, cash-flow planning, KPIs and financial models based on data provided or validated by the client and/or fiduciary. No replacement for accounting, tax, VAT or statutory close work.

01

Complementary roles

The fiduciary keeps accounting, statutory close, tax, VAT and compliance. Vetta uses those data as inputs for management reporting, budgets, forecasts and financial models.

02

Protected relationship

We can work through referral or coordinated collaboration, with scope and responsibilities defined in writing.

03

More value for the client

When the client needs more forward-looking visibility, Vetta adds FP&A and management reporting without entering the fiduciary scope.

When to involve Vetta

When the client needs forward-looking numbers.

Typical client questions

“What is the financial impact of this hire?” · “What cash level does the six-month forecast show?” · “Which line has the strongest margin?” · “How does this capex change cash?” · “How should budget and KPIs be structured?”

What Vetta brings

FP&A, budgeting and forecasting, cash-flow planning, management reporting, KPIs, margin analysis, scenario modelling and financial modelling.

Ways to collaborate

Easy to integrate into your fiduciary relationship.

Referral

You introduce Vetta to the client and we define mandate boundaries together.

Joint collaboration

Fiduciary and Vetta work with the same client, each in their own area.

Technical specialist support

Focused work on forecasts, financial modelling, management reporting, ERP/reporting setup or a specific analysis project.

ERP & systems

Vetta can handle technical setup. For accounting/tax modules, parameters and criteria remain defined or validated by the fiduciary/authorised professional.

First step

Let’s talk about the problem before the package.

A 30-minute introductory call to define inputs, outputs and boundaries between Vetta, the client and the fiduciary. No obligation.

cfo@vettacfo.chTicino · Switzerland
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