Klear Conseils — Digital fiduciary in Geneva
Strategic advisory · Geneva

Strategic advice that builds
your business with you.

Business plans, dashboards, cost optimisation, valuation — a Swiss CPA who already knows your numbers helps you make the big calls, in plain English.

Book a free call
From CHF 350
Strategy session
From CHF 1'000
Action plan
From CHF 400/mo
Strategic co-pilot
Our offers

The support you need,
exactly when you need it

Strategy Session

Who is it for?

The entrepreneur facing a specific decision, or who needs an outside expert view to unblock a situation

The promise

An expert's answer so you can move forward with certainty

What's included
  • Preparatory analysis of your situation
  • Intensive 2-hour working session
  • Written summary with recommendations
From CHF 350

Action Plan

Who is it for?

The leader who wants to structure a major project — a launch, growth, or financing

The promise

We don't build your plan for you; we build it with you

What's included
  • In-depth collaborative workshops
  • A key deliverable (business plan, financial forecast…)
  • Final presentation session for a clean hand-over
From CHF 1'000

Strategic Co-pilot

Who is it for?

The business that needs a long-term expert partner to accelerate its performance

The promise

An ongoing strategic partner at your side, so you never steer alone again

What's included
  • Monthly or quarterly performance review
  • A seat at your strategic meetings
  • Priority access for all your questions
From CHF 400/month
Where advice really counts

The areas we help you with.

Concrete, numbers-driven support across the decisions that shape your company.

Business plan

Turn your vision into a costed, convincing business plan to guide growth and secure financing.

    Dashboards & KPIs

    Put the essential dashboards and KPIs in place so you make the right decisions at the right time.

      Cost optimisation

      Analyse your costs and internal processes to improve profitability, free up cash, and gain efficiency.

        Legal/corporate changes

        Handle the key moments of company life: amendments to the articles of association, capital increases, restructurings.

          Business valuation

          Determine your company's real value to prepare a sale, a fundraise, or a business transfer.

            Project analysis

            Assess the profitability and financial feasibility of a new investment, product launch, or expansion.

              FAQ

              Frequently asked questions

              For founders and business owners facing a specific decision, structuring a major project (launch, growth, financing), or who want an ongoing expert partner. If you need an outside, numbers-driven perspective, this is it.

              A Strategy Session is a one-off, intensive workshop to unblock a specific decision (from CHF 350). The Strategic Co-pilot is an ongoing relationship — monthly or quarterly reviews and priority access — for businesses that want a strategic partner at their side (from CHF 400/month).

              We build it with you, not for you. Through collaborative workshops we produce the key deliverable (business plan, financial forecast…) and hand it over so you fully own it and can defend it in front of a bank or an investor.

              Yes. All sessions, deliverables, and follow-up are handled in English by a Swiss CPA who also runs your accounting — so the advice is grounded in your real numbers.

              Free 15-minute call

              Let's talk about your business.

              Every situation is unique. Book a free 15-minute call with one of our experts — no commitment, no sales pitch. Just straightforward advice on your accounting and tax situation in Switzerland.

              Trusted by 50+ businesses
              Geneva-based clients
              Client data in Switzerland
              nFADP compliant hosting
              No commitment
              Free 15-min call