Financial controlling for technology companies

We’re thrilled to announce a strategic partnership with Sollberger-KMU-Treuhand, a leading provider of financial controlling solutions specifically designed for tech companies. Together, we’ve crafted a customized financial controlling plan tailored to your unique needs. This plan will:

  • Attract the right professional investors: Impress potential investors with a clear understanding of your financial health and growth potential.
  • Accelerate your growth: Gain valuable insights into your finances to optimize spending, maximize profitability, and fuel your expansion.

Sollberger-KMU-Treuhand’s team of experts, led by CEO Stefan Sollberger, boasts deep experience in the tech sector, ensuring they understand your specific challenges and opportunities.

Ready to unlock the full potential of your financial control? Contact us today to schedule a free consultation and discuss how our partnership with Sollberger-KMU-Treuhand can propel your tech company forward.

1. Define Objectives and Scope

  • What are the main financial goals of your company? (e.g., profitability, growth, cash flow management)
  • What are the key performance indicators (KPIs) you will track to measure progress towards these goals? (e.g., revenue, margins, costs, liquidity)
  • Which specific areas of the company will be covered by the financial controlling plan? (e.g., R&D, sales & marketing, production)

2. Develop Budgeting and Forecasting

  • Create detailed annual budgets broken down by department, project, and activity.
  • Regularly update forecasts based on actual performance and new information.
  • Use scenario planning to assess the impact of different market conditions and strategic decisions.

3. Implement Cost Management

  • Analyze and track direct and indirect costs.
  • Identify and implement cost-saving measures.
  • Negotiate favorable terms with suppliers.
  • Monitor resource utilization across the company.

4. Manage Investment Projects

  • Evaluate the financial viability of new projects using discounted cash flow analysis and other methods.
  • Monitor project progress and costs against budgets.
  • Track return on investment (ROI) for completed projects.

5. Ensure Financial Reporting Compliance

  • Prepare accurate and timely financial statements according to local accounting standards.
  • Comply with all relevant tax regulations.
  • Implement internal controls to ensure data integrity and reliability.

6. Use Technology for Efficiency and Insights

  • Utilize financial planning & analysis (FP&A) software to streamline budgeting, forecasting, and reporting.
  • Implement data visualization tools to gain insights from financial data.
  • Leverage cloud-based solutions for better accessibility and collaboration.

7. Communication and Collaboration

  • Regularly communicate financial performance and key metrics to management and stakeholders.
  • Foster a culture of accountability and ownership of financial results.
  • Collaborate with other departments (e.g., R&D, sales) to ensure alignment with financial goals.

Additional Considerations for Technology Companies

  • Focus on innovation and R&D: Allocate sufficient resources for R&D while managing costs effectively.
  • Track intellectual property: Monitor the value of your IP portfolio and its impact on financial performance.
  • Manage global operations: Consider the implications of currency fluctuations and foreign exchange risks.
  • Compliance with regulations: Ensure compliance with specific regulatory requirements for technology companies.


  • This is a continuous process, not a one-time exercise.
  • Regularly review and update your plan as your company evolves and market conditions change.
  • Seek professional advice if needed to ensure your financial controlling plan is effective and meets your specific needs.

By implementing a comprehensive financial controlling plan, technology companies can gain a clear understanding of their financial health and make informed decisions.