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    Missions

    The missions your clients are waiting for.

    Saveria spots the need, helps you sell the mission and helps you deliver it.

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    Fractional CFO

    Cash investment

    Tax

    Dividend vs salary optimisation

    Financing

    Financing search

    Legal

    Annual accounts approval

    Succession

    Business valuation

    CSR

    CSR diagnostic

    Concrete missions, ready to sell.

    For each mission, Saveria finds the right clients, prepares the proposal and helps you deliver it.

    Fractional CFO

    Cash investment

    1. Detected

      Cash > 3 months of expenses for 6 months

    2. Sold

      Investment proposal

    3. Delivered

      Implementation with the firm's partner

    What the client gets

    Idle cash finally earning a return.

    « 10 clients signed out of 12 detected, from the very first campaign. »
    Mickael Alibert · Opteam Compta
    Tax

    Dividend vs salary optimisation

    1. Detected

      Unoptimised director remuneration

    2. Sold

      Optimisation proposal

    3. Delivered

      Simulation and implementation

    What the client gets

    Optimised remuneration, with confidence.

    Financing

    Financing search

    1. Detected

      Cash pressure within 30 days

    2. Sold

      Support proposal

    3. Delivered

      Bank application preparation

    What the client gets

    Financing secured before cash pressure hits.

    Legal

    Annual accounts approval

    1. Detected

      AGM to be held before 30 June

    2. Sold

      Document reminders

    3. Delivered

      Notice, minutes and filing

    What the client gets

    Obligations met, without the worry.

    Succession

    Business valuation

    1. Detected

      Director approaching retirement

    2. Sold

      Valuation proposal

    3. Delivered

      Business valuation report

    What the client gets

    Succession prepared in time.

    CSR

    CSR diagnostic

    1. Detected

      Client facing new CSR requirements

    2. Sold

      Diagnostic proposal

    3. Delivered

      Diagnostic and action plan

    What the client gets

    Client and banking requirements anticipated.

    A mission library that fits your firm.

    Saveria already covers all these missions. Activate the ones you offer, adapt them to your method and pricing, and add your own.

    78 Missions

    Fractional CFOAvailable

    Dashboards & reporting

    ClaireCustomize
    Fractional CFOAvailable

    Forecasting & budgeting

    MarcCustomize
    Fractional CFOAvailable

    Cash flow planning

    JulienCustomize
    Fractional CFOAvailable

    Cash management & investment

    ClaireCustomize
    Fractional CFOAvailable

    Invoicing & collections

    MarcCustomize
    Fractional CFOAvailable

    Margin & profitability monitoring

    JulienCustomize
    Fractional CFOAvailable

    Working capital optimisation

    ClaireCustomize
    Fractional CFOAvailable

    Executive committee support

    MarcCustomize
    TaxAvailable

    Dividend vs salary optimisation

    JulienCustomize
    TaxAvailable

    Personal wealth taxation

    MarcCustomize
    TaxAvailable

    International taxation

    JulienCustomize
    TaxAvailable

    Real estate taxation

    ClaireCustomize
    TaxAvailable

    Specific tax filings

    MarcCustomize
    Management consultingAvailable

    Profitability analysis

    ClaireCustomize
    Management consultingAvailable

    Cost analysis

    MarcCustomize
    Management consultingAvailable

    Margin monitoring

    JulienCustomize
    Management consultingAvailable

    Management dashboards

    ClaireCustomize
    Management consultingAvailable

    Cost optimisation

    MarcCustomize
    Management consultingAvailable

    Pricing strategy

    JulienCustomize
    Management consultingAvailable

    Business forecasting

    ClaireCustomize
    Management consultingAvailable

    Performance improvement plan

    MarcCustomize
    Management consultingAvailable

    Growth advisory

    JulienCustomize
    FinancingAvailable

    Bank financing search

    ClaireCustomize
    FinancingAvailable

    Financing application preparation

    MarcCustomize
    FinancingAvailable

    Bpifrance financing & grants

    JulienCustomize
    FinancingAvailable

    Leasing & factoring

    ClaireCustomize
    FinancingAvailable

    Banking relationship support

    JulienCustomize
    Payroll & HRAvailable

    Social declarations & DSN

    MarcCustomize
    Payroll & HRAvailable

    Social security contributions

    JulienCustomize
    Payroll & HRAvailable

    Employment contracts

    ClaireCustomize
    Payroll & HRAvailable

    HR compliance audit

    MarcCustomize
    Payroll & HRAvailable

    Compensation & benefits

    JulienCustomize
    Payroll & HRAvailable

    HR compliance obligations

    ClaireCustomize
    Payroll & HRAvailable

    Employee savings plans

    MarcCustomize
    Payroll & HRAvailable

    Health & disability insurance

    JulienCustomize
    Payroll & HRAvailable

    Workforce reporting

    ClaireCustomize
    LegalAvailable

    Company formation

    MarcCustomize
    LegalAvailable

    Amendments to articles

    JulienCustomize
    LegalAvailable

    Shareholders' agreements

    ClaireCustomize
    LegalAvailable

    Intra-group cash agreements

    MarcCustomize
    LegalAvailable

    Annual accounts approval

    JulienCustomize
    LegalAvailable

    Transfer of shares

    ClaireCustomize
    LegalAvailable

    Annual corporate secretarial services

    MarcCustomize
    SuccessionAvailable

    Business valuation

    ClaireCustomize
    SuccessionAvailable

    Sale preparation

    MarcCustomize
    SuccessionAvailable

    Acquisition audit

    JulienCustomize
    SuccessionAvailable

    Financial due diligence

    ClaireCustomize
    SuccessionAvailable

    Buyer or seller advisory

    MarcCustomize
    SuccessionAvailable

    Family business succession

    JulienCustomize
    CSRAvailable

    Carbon footprint assessment

    MarcCustomize
    CSRAvailable

    Non-financial reporting

    MarcCustomize
    CSRAvailable

    CSRD compliance support

    JulienCustomize
    CSRAvailable

    ESG KPI monitoring

    ClaireCustomize
    CSRAvailable

    Executive awareness training

    MarcCustomize
    AuditAvailable

    Contractual audit

    MarcCustomize
    AuditAvailable

    Acquisition audit

    JulienCustomize
    AuditAvailable

    Operational audit

    ClaireCustomize
    AuditAvailable

    Statutory auditor services

    MarcCustomize
    Accounting productionAvailable

    Bookkeeping

    ClaireCustomize
    Accounting productionAvailable

    Account & bank reconciliation

    MarcCustomize
    Accounting productionAvailable

    Accounts review

    JulienCustomize
    Accounting productionAvailable

    Tax & social filings

    ClaireCustomize
    Accounting productionAvailable

    Regulatory compliance

    MarcCustomize
    Accounting productionAvailable

    Monthly, quarterly & annual close

    JulienCustomize
    Accounting productionAvailable

    Annual financial statements

    ClaireCustomize
    Accounting productionAvailable

    Financial reporting

    MarcCustomize
    + Add a missionDon't see your mission? Create it with its skill.
    Skills

    Your firm's method, codified

    Scenarios

    The right topic, at the right time

    Your next chapter, with Saveria.

    Let’s see what Saveria can do for your firm.

    Book a demo