Services
A personalized touch
Accounting
Support for SMEs in accounting and financial management.
Tax returns
Optimization and preparation of tax returns for individuals and companies.
Financial Coaching
Support in defining financial objectives and developing long-term strategies.
Investment advice
Analysis and recommendations tailored to customer needs, including exploration of new asset classes.
Investment advice
Analysis and recommendations tailored to customer needs, including exploration of new asset classes.
Business plans
Development of business plans adapted to each entrepreneurial project.
Training
Training in accounting, taxation and corporate finance.
Meet JP
Jean-Pierre (JP) is a financial expert with over 20 years’ experience in accounting, management control and financial management, acquired in the banking sector and the Swiss Army. Rigorous, pragmatic and with exemplary stress management skills, he combines technical expertise with a human approach. A passionate financial coach, he assists SMEs and individuals in tax, investment and financial planning.
A lecturer at HEG Geneva, he shares his knowledge in English. A graduate of the University of Geneva and holder of the prestigious CFA designation, he embodies the highest standards of ethics and financial performance.
JP is a member of the CFA Society Switzerland.
