Guidance and advice, one-time or ongoing

Financial advice

Put financial insights from analyses and checks into action. We’re here to guide and advise you.

Contact & advice Response within 2 working days

Also check out: Financial analysis | Risk and credit check

What is the value of financial advice?

Financial advice provides valuable insight into your company’s health, risks, and growth potential based on in-depth analysis and assessments.

For example, benchmarking may show that your gross margin is below average in your sector. Our advice might then include optimizing purchasing, such as renegotiating supplier contracts. We always offer concrete suggestions to improve your company’s efficiency.

We also highlight strengths and weaknesses, giving SME entrepreneurs and managers actionable input. For instance, if continuity heavily depends on staff, we may recommend process automation with tailored software reducing dependency on the labor market. This helps build financially healthy businesses.

What does our financial advice include?

Our advisory service is broad and tailored to your company’s specific needs. We start with a detailed report showing your financial situation, risks, and opportunities. This can be a one-time document or updated regularly to keep insights current.

Beyond the report, we provide personal guidance. Through video calls, we take time to walk through your financials in detail either directly with you or, if preferred, together with your clients to support joint decision-making.

So, our advice is more than just insight, it’s hands-on support to strengthen and streamline your business step by step.

What do we assess in financial advice?

We go beyond numbers. Trends, margin shifts, cost patterns, and ratios reveal key insights.

But we also factor in broader developments: legislation, industry trends, consumer behavior, and labor market shifts. The result? A well-rounded strategy, short- and long-term.

Are you a startup?

We’re happy to review your business plan, including a realistic feasibility check of your projections. We assess the achievability of your goals, market opportunities, and potential risks. This gives you insight into the financial viability of your idea and concrete advice to launch with confidence.

Why choose Certo Services?

Expertise

440+ travel
clients

Experience

1000+
financial checks

Personal support

From analysis
→ to advice

More about us

Curious what we can do for your business?

Our expertise has proven itself in the travel industry.
But we’re just as valuable in other sectors.

Want to know more?

06 12 34 56 78

Send a message

Response within 2 working days