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Pillar 03 of 03 Perform phase 3 complementary services

03 Perform

Steer
my finances.

Dashboards, finance and tax training, and soon accounting expertise. We democratize the quality of financial assistance for micro-businesses and SMEs that can't afford to hire one in-house. One firm, three complementary services to steer your business with full awareness.

01 · Financial Assistance

Manage my finances day to day

Monthly reporting, KPIs, analysis, dialogue with your bank.

Discover 02 · Finance Academy

Train my teams in finance

Luxembourg tax, accounting, and finance; training for non-finance professionals.

Discover 03 · Accounting expertise

Outsource my accounting

Service in preparation, available upon accreditation.

Learn more
03

Complementary
services

2-30

People,
that's our target

70 K€

Avoided per year
vs. in-house profile

48 h

For a
first quote

— Our Perform promise

Financial discipline
should not be a luxury.

Luxembourg's small and mid-sized businesses have the same steering needs as large groups. The same need for visibility into cash flow. The same need to analyze profitability. The same need to make their case to a bank.

Yet they don't have the same resources. An in-house CFO at 70-100 K€ per year remains out of reach for the vast majority of Luxembourg SMEs. Traditional firms target larger organizations, with rates beyond the reach of a 3-person small business.

At Advena, we democratize access to the quality of a Financial Steering function. Our three services adapt to your size and stage: ongoing steering to secure your day-to-day, on-demand support for your strategic matters, and Accounting expertise coming soon to complete the journey. One firm. Three areas of expertise. A niche no one had filled.

— The 3 services in the Perform pillar

Three complementary areas of expertise,
from steering to accounting.

Each service addresses a distinct need. You can combine them or activate just one, depending on your stage and your current priorities.

Service 01 · Available

Steer my finances day to day

Your accountant produces your accounts; we translate them into decisions. Dashboards, KPIs, profitability analyses, cash flow forecasts. Accessible to 2-person micro-businesses and growing SMEs alike.

  • 3 plans: Essential / Steering / Project
  • Package agreed in advance, no man-day billing
  • Interface with your existing fiduciary

Packages

Essential
From €120/month
Steering Most popular
From €250/month
Project
Package on quote
View the Financial Assistance service
Service 02 · Available

Train my teams on financial topics

Finance, tax, and accounting training in Luxembourg for non-finance professionals. Local practitioners, no abstract theory. Live, in-person, hybrid, and asynchronous formats.

  • Luxembourg taxation (VAT, corporate income tax, indexation)
  • Accounting for non-accountant business owners
  • Reading balance sheets and dashboards

Choice of formats

Video call
From €200 + €50/person
At Advena · On site
From €300 + €80/person
Custom
On quote

3-4 hour modules.

View the Finance Academy service
Service 03 Coming soon

Outsource my accounting

Service in preparation. The official launch will take place once we obtain the accreditation issued by the Ministry of the Economy and register with the Order of Chartered Accountants. In the meantime, we refer you to trusted fiduciaries or offer Financial Assistance.

  • Bookkeeping, financial statements, tax filings (planned)
  • Preferential terms for waitlist members
  • Organized transition from your current fiduciary
Join the waitlist

— How we perform together

A 5-step journey,
from diagnosis to ongoing steering.

Our method for quickly getting useful financial support up and running, with no endless audit.

  1. 01

    Day 1 30-45 min Advena + You

    We understand your situation

    A free conversation to assess your needs, your size, your challenges. We point you to the service or services that match your situation.

  2. 02

    Week 1 1-2 days Advena only

    We carry out an assessment

    A quick analysis of your financial situation based on your documents (financial statements, accounts, bank access). No endless audit—we move fast so you can start fast.

  3. 03

    Week 2 Advena + You

    We calibrate the engagement

    Delivery of the detailed scoping: scope, deliverables, timeline, package. Once approved, we start right away.

  4. 04

    Variable depending on the service Advena + You

    We produce and stay in dialogue

    Building the agreed deliverables with regular touchpoints. Presence at key meetings (the bank for a loan application, committees for ongoing steering). We make your numbers speak.

  5. 05

    Ongoing Advena + You

    We support you over the long term

    For recurring engagements (Steering), monthly reviews and adjustments as your situation evolves. You can move up or down a package depending on your needs.

Quick start

Diagnostic in 1-2 days

Your involvement

Regular interactions, not time-consuming

Our commitment

Package agreed in advance

Typical duration

Depending on the service and plan

— What sets us apart on this pillar

Financial assistance, within reach
of even the smallest organizations.

Accessible from 2-3 people

Our positioning explicitly targets small and mid-sized businesses of 2 to 30 people. Where traditional CFO firms impose high minimums, our Essential plan gives a small organization access to professional financial steering.

Finance and tools on the same team

Most outsourced-CFO firms have mastered Excel and Power BI. Advena goes further: we connect your dashboards to your Odoo ERP, automate data feeds, and free up human time for strategic analysis.

From formation to steering, seamlessly

A client who forms their company with us can move on to digitalization, then to financial steering, and tomorrow to accounting expertise. One team that knows you, no back-and-forth of information between providers.

— Let's start your financial steering

Regain the big picture.
Let's talk today.

30 minutes to understand your situation. Quick diagnostic in 1-2 days. Fixed-price quote within 48 hours. No commitment.

Which service are you interested in?
Your company size

Thank you, your message has been received.

We'll get back to you within 48 hours on business days with an initial fixed-price quote.

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