Question 1

Embedded Accounting & Reporting Support

Accepted Answer

Solution
We integrate directly into your organization to provide accounting and reporting support
at the level of a permanent team member — with continuity, quality, and
responsiveness.

Services
- Comprehensive accounting, reconciliations, and monthly closings.
- Preparation of management reports and executive board dossiers.
- Support with budgeting, forecasting, and variance analysis.
- Compliance with legal, tax, and group reporting requirements.

Customer situation
Customers may have limited internal capacity due to staff turnover, rapid growth
phases, or temporary resource gaps, but still require seamless accounting and
reporting.

Approach
- Full integration into internal teams, processes, and systems.
- Delivery of results with the same frequency and quality as internal employees.
- Proactive provision of insights and recommendations beyond pure transaction
processing.

Example
Working as an embedded finance manager for a multi-market professional services firm,
I delivered complete monthly financial statements, management reports, and regulatory
filings for nine months without interruption during a recruitment gap.

Question 2

Growth transition support for startups and young companies

Accepted Answer

Solution
We support start-ups and young companies with high potential in their transition from
entrepreneurial structures to scalable, well-managed organizations that are ready for
sustainable growth and investor confidence.

Services
- Establishment or improvement of governance structures and reporting for the
executive board.
- Design and implementation of financial processes and controls.
- Development of budgeting, forecasting, and KPI frameworks.
- Establishment of risk management, including regulatory compliance.
- Advice on financing readiness and capital structure optimization.

Customer situation
Founders and young companies often outgrow their initial operational structure. As
revenue and complexity increase, they need formal governance, professional finance
functions, and stronger risk frameworks to scale successfully and attract investment.

Approach
- Gap analysis of governance, financial management, and operational processes.
- Prioritization and implementation of short-term stabilization measures.
- Introduction of scalable processes, systems, and reports at the investor level.
- Interim leadership or embedded support to shape the transition.

Example
Support was provided to a FinTech start-up in transitioning from founder-led accounting
to a structured finance function, establishing governance reporting to attract institutional
investors, and developing a KPI dashboard that improved decision-making and investor
relations.

Question 3

Treasury & liquidity optimization

Accepted Answer

Solution
We improve liquidity transparency, optimize capital structures, and reduce financing
costs through disciplined treasury strategies.

Services
- Design and implementation of treasury guidelines.
- Group-wide cash flow forecasts.
- Optimization of the financing portfolio.
- Hedging strategies and market risk management.
- Customer situation
- Companies with geographically dispersed activities often struggle with effective
liquidity management, which results in higher financing costs and liquidity risks.

Approach
- Centralization of treasury monitoring and processes.
- Introduction of treasury management systems.
- Negotiation of improved terms with banking partners.

Example
Reduction of average financing costs by 30 basis points for a €120 million portfolio at a
consumer credit financing group through debt restructuring and renegotiation.

Question 4

Fundraising consulting

Accepted Answer

Solution
Comprehensive support in securing external, internal, or hybrid financing, tailored to
strategic goals.

Services
- Preparation of investor documentation and business cases.
- Negotiation of financing structures and terms.
- Coordination with legal and financial advisors.

Customer situation
Companies in need of expansion or restructuring require capital, but often lack the
resources or expertise to manage the process independently.

Procedure
- Identification of optimal financing sources.
- Development of compelling investment offers.
- Support during negotiations and closing.

Question 5

Accounting services & reporting

Accepted Answer

Solution
Comprehensive outsourced accounting and reporting services that ensure accuracy,
compliance, and timely delivery of financial information.

Services
- Accounting and maintenance of the general ledger.
- Monthly and annual closing processes.
- Management and closing reports.
- Sales tax, income tax, and regulatory filings.

Customer situation
Organizations may not have the capacity or expertise to handle complex accounting
requirements, especially across multiple jurisdictions.

Approach
- Establishment of standardized reporting formats.
- Implementation of controls to ensure accuracy and compliance.
- Timely delivery of reports for management and regulatory requirements.

Question 6

Financial function transformation & digitalization Solution

Accepted Answer

We deliver a complete re-engineering of the finance function — aligning
processes, technology, people, and governance to create a high-performance
finance organization that delivers both strategic insight and operational efficiency.

Services
- Review and redesign of the finance operating model.
- Implementations of ERP, MIS, and BI (Microsoft NAVISION, IBM Cognos, SAP,
   MS BI).
- Implementation of consolidation tools and adoption of the IFRS/US GAAP
  framework.
- Process automation for accounting, treasury, and reporting workflows.
- Competency development and training for the finance function.

Customer situation
Organizations often work with outdated or fragmented financial systems, highly manual
processes, and limited ability to generate timely insights. This hinders decision-making,
increases compliance risks, and drives up operating costs.

Approach
- Diagnostics & benchmarking – Rapid assessment of current systems, processes,
  and team capabilities.
- Design – Development of a blueprint model of the finance function, optimized for
  scalability, transparency, and compliance.
- Implementation – Deployment of ERP/MIS/BI solutions, integrated into core
  workflow.
- Change Management – Ensuring acceptance through stakeholder engagement,
  user training, and phased transition.

Example
We acted as interim group CFO and project manager for a comprehensive digitalization
program for the finance function of a leading automotive retail group in Central and
Eastern Europe (€700 million in revenue). We revised the implementation plan,
integrated ERP platforms across 14 companies in four countries, and established
group-wide reporting standards — resulting in a 40% reduction in monthly closing times
and improved investor reporting ahead of IPO preparations.

SERVICES / SOLUTIONS

"Fast, Focused, and Ready for Action..."

Performance improvement & repositioning of the business

Crisis management – performance and operational recovery

Strategic Planning & Performance Management

Corporate restructuring & turnaround

M&A Consulting & Post-Deal Integration

Embedded Accounting & Reporting Support

Growth transition support for startups and young companies

Treasury & liquidity optimization

Fundraising consulting

Accounting services & reporting

Financial function transformation & digitalization Solution

Interim Executive Leadership

Temporary staffing

Financial Modeling

Financial Reporting

Treasury & Working Capital Management

Budgeting & Forecasting

KPI & Metric Tracking

SERVICES / SOLUTIONS

"​Fast, Focused, and Ready for Action..."

Performance improvement & repositioning of the business

Crisis management – performance and operational recovery

Strategic Planning & Performance Management

Corporate restructuring & turnaround

M&A Consulting & Post-Deal Integration

Embedded Accounting & Reporting Support

Growth transition support for startups and young companies

Treasury & liquidity optimization

Fundraising consulting

Accounting services & reporting

Financial function transformation & digitalization Solution

Interim Executive Leadership

Temporary staffing

Financial Modeling

Financial Reporting

Treasury & Working Capital Management

Budgeting & Forecasting

KPI & Metric Tracking

"Fast, Focused, and Ready for Action..."