Consulting · Performance · Intelligent Management
We bring financial clarity, AI-powered automation, and operational rigour to Swiss SMEs — so you can make better decisions, faster.
What We Do
Strategic financial guidance without the overhead of a full-time CFO. We translate your numbers into decisions — cash flow, pricing, investment, and growth planning.
Rigorous financial management that goes beyond compliance. We structure your accounts to give you real-time visibility over the health of your business.
We identify the repetitive, manual processes in your operations and replace them with intelligent workflows — saving time, reducing errors, and freeing your team.
A clear-eyed look at how your business actually runs. We map, diagnose, and redesign your core processes so your growth doesn't create chaos.
Who We Are
CPIM Advisory is a Swiss-based consultancy founded by Carlos Pereira and Ivete Marques. We combine deep financial expertise with a practical understanding of how modern businesses operate.
We work with SMEs and founders who need more than a bookkeeper — they need a thinking partner who understands both the numbers and the business behind them.
Our approach is direct, structured, and always grounded in what is actually useful for your specific situation.
How We Work
We start with a 90-minute conversation. No templates, no assumptions — we listen to understand your business, your numbers, and where the real friction is.
Within one week, you receive a structured analysis: what is working, what is not, and a prioritised set of actions with realistic timelines and expected impact.
We implement together, measure what matters, and adjust as your business evolves. You always know where you stand — financially and operationally.
The Team
Finance & Strategy
Accounting background with a strong analytical mindset. Carlos focuses on financial advisory, process consulting, and translating complex financial data into clear business decisions for SME founders.
Get in Touch
Start with a free 30-minute call. No commitment, no pitch — just an honest conversation about where you are and where you want to go.
office@cpim.chYverdon-les-Bains · Vaud · Switzerland