FP&A · Reporting · ERP

Three levels of support. One clearly defined scope.

Management reporting, financial planning, modelling and technical ERP/reporting implementation, always based on data provided by the client and/or fiduciary.

Management Reporting

Monthly management reporting

For management teams that need a structured recurring view of performance, cash, margins and KPIs, based on data provided by the client and/or fiduciary.

CHF 1'590 / month
  • Management reporting & KPIs
  • Cash flow & liquidity
  • Margins, cost structure & trends
  • Dashboard in Excel, HTML, BI or agreed format
  • Variance analysis
  • Monthly report presentation
Vetta uses data already produced or validated by the client/fiduciary. No bookkeeping entries, statutory close, tax or VAT filings.
Discuss reporting
ERP & Performance

ERP setup + recurring FP&A

For companies that want to set up ERP, management workflows and reporting initially, then use the system for recurring monitoring and planning.

CHF 5'290 / month from
  • Everything in Management Reporting and FP&A & Planning
  • Initial ERP and management-workflow setup
  • KPI, dimensions & management-reporting structure
  • Testing, go-live & user training
  • Reporting-flow automation
  • Post-implementation FP&A monitoring
For accounting, tax or VAT modules, criteria and parameters are defined or validated by the client's fiduciary/authorised professional. Vetta performs the agreed technical setup; complex migrations, custom development and integrations are quoted separately.
Define ERP & scope
Operating scope

Explicit boundaries.

Vetta's scope is designed to remain separate from the client's accounting, tax, statutory and fiduciary activities.

Data, not bookkeeping entries

Vetta works with data provided or validated by the client/fiduciary. We do not keep books, post invoices or perform statutory closes.

No tax or VAT work

We do not prepare tax or VAT/MWST returns and do not determine tax treatments. Those activities remain with the appointed professional.

No fiduciary or asset activity

We do not administer companies in a fiduciary capacity, manage client assets or funds, or intermediate capital or financial instruments.

ERP with separated roles

Vetta configures workflows and reporting. Accounting, tax or VAT parameters are 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 data inputs, outputs and work boundaries. No obligation.

cfo@vettacfo.chTicino · Switzerland
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