Business Services
We've got your back, assisting you in steering your company
Our team boasts years of expertise across diverse financial domains. From handling your accounting needs to offering comprehensive consulting services, you’ll receive proficient assistance from a singular source. It’s the ideal foundation for a lasting and personalized partnership.
You can’t handle everything on your own. We’re here to assist, whether it’s taking over the entire financial accounting for your SME or offering expert advice on annual financial statements and tax returns. With our extensive experience, we can suggest accounting software that fits your requirements, whether you license it or we provide it.
- Bookkeeping & accounting
- Annual financial statements and tax returns
- assessment of accounting software
With our assistance, you can navigate the complex web of laws, contracts, and insurance policies with ease. We handle the complete payroll administration for you and offer support with legal and contractual matters.
- Payroll accounting and processing
- AHV and social insurance reporting
- Guidance on the Swiss labor law and social insurance legislation
We manage all your taxation needs and assist you in effectively saving money. With our services, you get a one-stop solution: from managing VAT and withholding tax to comprehensive tax advisory and planning.
You’re looking to start a business – congratulations. A successful beginning requires careful planning. We assist you in selecting the right corporate structure, handle the incorporation process, support you in crafting business and financing plans, and facilitate your dealings with financial service providers.
- Guidance on corporate structure, bylaws, and contracts
- Management of the administrative incorporation process
- Development of business and financing strategies
- Consultation on insurance and banking services
You have a proud legacy of business success and are considering transitioning your company to new leadership? Succession planning is intricate and time-consuming. We navigate you through the legal frameworks, assist with company valuation, and collaborate with you to draft an agreement that is organizationally, emotionally, and financially balanced for all parties involved.
A business experiences various life stages. Due to internal and external shifts, a change in its legal structure might become essential. Moreover, acquisitions, mergers, divestitures, and restructuring stand out as milestones in the entrepreneurial journey.
We guide you through the legal prerequisites for these intricate transactions and collaborate with you to identify optimal solutions that adhere to the law, considering the financial, tax, and organizational ramifications.
- Restructuring Consultation
- Legal Form Change Consultation
- Merger Consultation
- Company Spin-off Consultation
- Company Acquisition Consultation
- Liquidation Consultation
Our team boasts extensive experience in effective, evidence-based corporate financial management. Throughout our careers, we’ve had the honor of spearheading intricate transformation projects at the crossroads of finance and IT.
We proudly provide a comprehensive suite of services that extends beyond the standard fiduciary offerings. With us, you’ll discover a formidable ally in shaping your management systems. We journey with you from issue analysis to solution conceptualization and actively assist in its execution.
- Development of robust managerial accounting with clear cost and revenue tracking
- Crafting efficient financial planning and budgeting systems
- Establishment of reporting mechanisms and consistent data-driven decision-making via business intelligence
- Process management
- Strategy consultation and strategic financial oversight
- Appraisal of investments, projects, and partnerships
- Guidance on pricing, client and vendor contracts, and contract negotiations
Our Registered Office Address Service includes the provision of an official business address, which can be used for commercial register entries and business correspondence. Additionally, we receive and forward mail and packages on behalf of the company and forward them.
Schedule your free initial consultation now.
Services for Private Individuals
Your Interests Are Our Sole Focus
As independent advisors, your needs are our paramount concern. Our commitment lies in finding the best solutions to enhance your financial success and simplify your life.
Tax declarations can be intricate, especially when considering diverse income streams, real estate ownership, potential tax-advantaged pension schemes, or specific family circumstances. We assist you with both planning and declaration to ensure you retain more of your hard-earned money.
- Tax consultation and strategic planning
- Preparation and submission of tax returns
- Acting as your representative in tax matters
- Oversight of tax rulings and pursuing legal appeals if necessary.
It’s never too late, and certainly never too early, to take control of your own provision. We don’t sell you products. As independent advisors, we find the most suitable and cost-effective solutions tailored to your needs.
- Provision planning taking into account your personal tax situation
- Economic efficiency calculation of pension fund contributions
- Determining your risk profile and comparing investment opportunities
Retirement can be flexibly designed. You decide how you exit your work place and how you withdraw your retirement capital and pensions. With our retirement model, we identify optimal scenarios for you, providing certainty in your decision-making process.
- Financial implications of the desired retirement process
- The right time to start drawing AHV (Old Age and Survivors’ Insurance) pension
- Optimal withdrawal of pension fund benefits
- Optimal withdrawal from the Third Pillar
- Financial protection for partners and children
- Consultation on wealth management in old age
- Optimization of income tax and capital withdrawal tax
Learn more about our Retirement Consulting: The Optimal Preparation for retirement
Have you always envisioned owning your own property, launching a business, retiring early, or embarking on a personal project? With our forward-thinking financial planning, we’re here to guide you toward realizing those dreams.
- Crafting personal budgets, establishing savings targets, and formulating investment strategies
- Guidance on property financing and mortgage options
- Support in liaising with banks, insurance providers, and governmental agencies
- Consultation on debt restructuring and management.
Family dynamics and changes bring about not only emotional shifts but also substantial financial and tax implications. Being prepared and understanding these ramifications is crucial. We are here to guide you, ensuring that you make well-informed, proactive decisions.
- Guidance on marital agreements, cohabitation contracts, and safeguarding mutual interests
- Expertise in inheritance laws, drafting of wills, advance healthcare directives, and living wills
- Assistance in the execution and administration of wills
Let us navigate the complexities so you can focus on what truly matters: your family’s well-being.
Navigating the complexities of a new country can be daunting. Drawing from our own experiences, we understand the challenges one faces, especially when confronted with a maze of administrative tasks. It’s reassuring to have an independent advisor to lean on during such times. We’re here to guide you seamlessly through the bureaucratic intricacies. Additionally, we provide our services in both French and English.
- Introduction to the Swiss pension, insurance, tax, and financial landscape
- Guidance on personal retirement planning, insurance, and banking services
- Assistance in liaising with financial service providers and authorities
- Expertise in tax consulting and tax filing
- Investment advisory services.
Schedule your free initial consultation now.
