Business controller consultation for banking and investment funds

Price range: 100,00 € through 300,00 € excl. VAT

COMPETENCE VIEW

Finding solutions starts with the first consultation.

This service provides you with a structured financial overview of your banking or investment fund operations, focusing on performance, risk, and financial accuracy in a highly regulated environment.

Our business controller reviews your financial data to assess reporting quality, identify potential risks, and ensure consistency with applicable standards and internal control expectations. You will receive clear guidance on improving financial transparency, strengthening control mechanisms, and supporting more informed decision-making.

After the session, you will receive a brief written summary by email. Please note that this email summary is not provided when the consultation is conducted by phone.

Please note: This consultation is intended for micro and small businesses with up to 50 employees, a turnover of up to 15 million euros and balance sheet total of 7.5 million euros. For more complex matters that require detailed examination, additional in-depth analysis is available as a follow-up consultation service for an extra fee.

COMPETENCE VIEW

LANGUAGES

  • Estonian (C2)
  • English (C1)

How would you like us to conduct the consultation?

By phone, By web, In-person

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Klaar.me Financial Competence Centre