Tailored support for your fiduciary business.

Success depends on having the right partners, comprehensive expertise and the ability to respond to individual requirements. If you find people who meet these requirements at the right time, new doors can open for you.

Our services:

 

Tax advice

Turn your tax liability into a well-calculated entrepreneurial advantage. Our tax advice includes tax returns, tax planning and tax optimization.

Taxes are one of the unloved trivialities in everyday business life. In the hands of experts, planning and optimizing the taxes to be paid can become an important business management factor. How you plan taxes advantageously, include them in your financial considerations, check and optimize them varies from case to case. Our experts develop individual solutions for companies and private individuals. We look forward to your call.

Our services at a glance:

• Tax planning and tax optimization
• Tax declarations for individuals and legal entities
• Negotiations with tax authorities
• Lodging objections and appeals
• VAT advice
• Fiscal representative

Bookkeeping/accounting

Commercial accounting is the basis for reliable profit determination - from annual accounts to payroll accounting and financial statement consulting.

Not every company has the capacity to carry out bookkeeping in-house with its own employees. WIRTSCHAFTS-TREUHAND AG will be happy to take over your bookkeeping, relieve you and clear the way - so that you can concentrate on your core competencies. Our experts make it as easy as possible for you and also carry out your bookkeeping on your accounting software.

Our services at a glance:

Financial accounting

• Maintaining the general ledger, accounts receivable and accounts payable sub-ledgers
• Provision of payments (e.g. DTA)
• Accounts receivable management
• Creation of VAT statements
• Preparation of the annual financial statements and interim financial statements
• Liquidity planning
• Independent access to our accounting system via our web portal 

Payroll accounting

• Management of payroll accounting incl. monthly pay slips
• Preparation of withholding tax statements, salary statements and social security statements
• Provision of the DTA
• Dealing with the necessary correspondence as well as administrative support for entries and exits and reporting these to the social insurance institutions

Final consultation:

• Tax optimization
• Valuation issues
• Optimal presentation of the annual accounts

We are happy to take the time to answer these questions. Individually and precisely tailored to your needs.

Operational economic evaluation:

We are happy to work with you to develop key figures, cash flow statements or similar evaluations that are individually tailored to your company and support you in managing the company.

Temporary replacement:

In the event of staff shortages in the accounting department, we are happy to support you with experienced specialists. This allows you to keep your financial accounting up to date, including subledgers, accounts receivable, accounts payable and wages.

EKW

Accounting and consulting for Swiss petrol stations and garages - the optimal overview for your economic situation.

The EKW system is a combination of accounting and business analysis for petrol stations and garages developed by WIRTSCHAFTS-TREUHAND AG. On the market since 1975, the system is continuously updated and is very easy to use. Your entries are made via a web-based access. The evaluation of the recorded data provides you with an optimum overview of your overall economic situation. As a tried-and-tested information and management tool, the EKW system takes into account the special features of the Swiss market.

Our services at a glance:

• Annual financial statements
• Tax advice
• VAT accounting
• Social security contributions
• Consulting on personnel issues
• Budgeting
• Formations, conversions, liquidations

Auditing

Consider auditing and auditing as an entrepreneurial opportunity. Our services for stock corporations, limited liability companies, foundations and associations.

If you know your figures, you have a clear advantage. Business risks can be identified at an early stage, opportunities can be seized and added value can be created. WIRTSCHAFTS-TREUHAND AG is registered as a licensed audit expert with the Swiss Federal Audit Oversight Authority. You can rely on the many years of experience of our audit experts or auditors. Benefit from our specialization in small and medium-sized companies - and from the advantage of holistic client support. One person in charge uses their extensive knowledge to safeguard your interests in a wide range of service areas.

Our services at a glance:

• Limited audit as statutory auditors
• Ordinary audit as statutory auditors
• Audits of pension funds
• Review (audit review) of financial statements
• Incorporation audits
• Audits of capital increases
• Capital reduction audits
• Liquidation audits
• Audits on the transfer of registered office to Switzerland
• Audits for the transfer of registered office abroad
• Audits for revaluations
• Audits of interim balance sheets in the event of justified concerns of over-indebtedness (Art. 725 CO)
• Audits in accordance with the Merger Act
• Due diligence audits

Pension fund administration and consulting

Administering an independent pension fund can be beneficial for SMEs. Our experts can support you in the areas of general advice, pension fund management, technical administration and accounting.

An independent pension fund can make perfect sense for an SME company. The administration of a pension fund has become an increasingly complex activity in recent years.

Thanks to our many years of experience in advising and managing small to medium-sized pension funds, we can provide you with expert advice and support when setting up a new pension fund or managing or reorganizing an existing one.

Our services at a glance:

• Management of pension funds
• Technical administration
• Accounting
• General advice in the area of pension provision

 

Management

• Providing information to insured persons and pensioners
• Reporting to the Board of Trustees
• Organizing and attending meetings of the Board of Trustees and taking minutes
• Supporting the Board of Trustees
• Contact with supervisory authorities and reinsurers

Technical administration

• Managing the portfolio of insured persons with our modern software (defined contribution and defined benefit plans)
• Processing changes (entries and exits, early withdrawals for the purposes of promoting home ownership, divorce, etc.)
• Processing pension cases
• Maintaining the BVG shadow account
• Creating the contribution lists for the collection of employee and employer contributions
• Prepare the annual insurance certificates

Invoicing

• Maintaining the financial accounts
• Processing of payment transactions
• Liquidity planning
• Prepare the annual financial statements in accordance with Swiss GAAP FER 26

General advice in the area of pension provision

The area of pension provision within the 2nd pillar is becoming increasingly important for a company, because in addition to the AHV, this pillar of pension provision will be the safeguard for all employees in the future. The structure of the 2nd pillar is therefore an important aspect of your presence on the labor market. We are happy to support you and also work with external pension fund experts in this area so that we can provide you with comprehensive and, above all, neutral advice.

Corporate consulting

Evaluating companies, optimizing organizational processes, reviewing costs and exploiting business opportunities. The aim of our management consultancy is to increase your profitability.

Business optimization begins with our experienced experts taking a critical look at your company's processes and workflows. In order to increase the economic success of your company, structures must be reviewed, optimized or, if necessary, realigned. The necessary measures usually affect very different areas - from controlling to organizational and business management consulting. Detailed analyses can be just as crucial as seeing the big picture.

Our services at a glance:

Corporate consulting

• Company valuation
• Organizational consulting
• Temporary controlling consulting
• Business management consulting

Controlling consulting

• Budget preparation and control (incl. variance analysis)
• Financial and investment plans
• Implementation of an operational accounting system

Organizational consulting 

• Foundation of a company
• Reorganization of an existing company and/or accounting
• Conversion of the legal form of a company

Business acquisition/sale

• Advice on the purchase or sale of a company
• Planning and support for succession planning
• Determination of a reliable company value (fair market arbitration value or party appraisal)

Business management consulting

• For special problems, we provide you with our extensive business management knowledge and all our experience
• Assistance with the formation, restructuring and liquidation of companies

Miscellaneous services

• Assumption of trustee mandates in bankruptcy or probate
• Execution of wills
• Postal/domicile address
• Etc

 

Dato Treuhand

tailor-made services for your fiduciary matters.

Success depends on having the right partners, comprehensive know-how and the ability to react to individual requirements. Finding the right people who can meet these requirements at the right time can open new doors.

Products/Services

Tax planning and tax optimizing

• Tax planning and tax optimizing
• Tax returns for individuals and legal entities
• Negotiations with tax authorities
• Preparation of objections and appeals
• Value added tax advice
• Fiscal Representatives

Accounting

 Financial accounting

• Payroll accounting
• Advice on financial statements
• Operational analysis
• Temporary staffing

EKW

 Accounting and consulting for Swiss petrol stations and garages

Auditing

• Limited audit as a statutory auditor
• Ordinary audit as a statutory auditor
• Audit of consolidated financial statements
• External auditor (SRO) according to money laundering law
• Audit of pension funds
• Review of financial statements
• Audit related to the establishment of a company
• Capital increase audit
• Capital reduction audit
• Liquidation audit
• Audit related to the transfer of the registered office to Switzerland
• Audit related to the transfer of the registered office of a Swiss company abroad
• Revaluation audit
• Audit of interim balance sheets in the case of substantiated concern of over-indebtedness (Article 725 of the Swiss Code of Obligations)
• Audit in accordance with merger law
• Financial due diligence

Pension fund management and advice

• Operational management of pension funds
• Technical administration
• Accounting
• General consulting regarding pension schemes

Business consulting

• Management consulting
• Controlling consulting
• Organizational consulting
• Purchase/sale of a company
• Business management consulting
• Postal address / domicile address
• Various services

 

One assistance sur mesure pour vos opérations fiduciaires.

Le succès dépends des partenaires, d'un savoir-faire global et de la capacité de répondre aux exigences individuelles. New doors can be opened to those who find, at the right moment, the people who meet these requirements.

Prestations

Conseil fiscal

• Fiscal planning and optimization
• Déclarations d'impôts pour les personnes physiques et morales
• Negociations with the tax authorities
• Procedures d'opposition et de recours
• Conseil en TVA
• Représentant fiscal

Comptabilité/facturation

• Comptabilité financière
• Comptabilité des salaires
• Conseil en matière de clôture des comptes
• Evaluation économique
• Remplacement temporaire

EKW

Système de comptabilité et de conseils pour les stations-essence et les garages suisses

Audit

• Contrôle restreint en qualité d'organe de révision
• Contrôle ordinaire en qualité d'organe de révision
• Contrôle des résultats consolidés par le groupe
• Contrôle externale (OAR) selon la loi sur le blanchiment d'argent (LBA)
• Contrôle des institutions de prévoyance
• Review (succinct audit) of the accounts
• Contrôle dans le cadre d'une fondation
• Contrôle lors d'une augmentation de capital
• Contrôle lors d'une réduction de capital
• Contrôle of the liquidations
• Contrôle lors d'un transfer du siège en Suisse
• Contrôle lors d'un transfer du siège à l'étranger
• Contrôle of the réévaluations
• Contrôle des bilans intermédiaires si des raisons sérieuses de penser que la société est surendettée existent (art. 725 CO)
• Contrôle en vertu de la loi sur la fusion
• Financial due diligence
• Contrôle AVS d'employeur
• Contrôle spécial et relatif à la fraude

Conseil et administration pour les institutions de prévoyance

• Administration of the institutions de prévoyance
• Gestion technique
• Comptabilité
• Conseil général dans le domaine de la prévoyance

Conseil en entreprise

• Conseil en entreprise
• Conseil en controlling
• Conseil en organization
• Achat et vente d'entreprise
• Conseil en économie d'entreprise
• Adresse postale / adresse domicile
• Prestations diverses

L'assistenza fatto su misura per le vostre operazione fiduciarie.

Il successo è determinato dai partner giusti, da un vasto know-how e dalla capacità di soddisfare le esigenze individuale. To those who find the right people at the right time to meet these requirements, new doors can be opened.

SERVICI

Consulenza in materia fiscale

• Pianificazione e ottimizzazione fiscale
• Dichiarazioni di imposta per persone fisiche e giuridiche
• Trattative con le autorità fiscali
• Presentazione di opposizioni e ricorsi
• Consulenza in materia di imposta sul valore aggiunto
• Rappresentante fiscale

Consulenza per le aziende

•  Consulenza per le aziende
• Consulenza in materia di controlling
• Consulenza in materia di organizzazione
• Acquisizione/cessione di imprese
• Consulenza in materia di economia aziendale
• Indirizzo postale / Indirizzo di domicilio
• Servizi vari

Contabilità/ragioneria

• Contabilità finanziaria
• Contabilità salariale
• Consulenza in materia di bilancio
• Valutazione di economia aziendale
• Rappresentanza temporanea

EKW

 Contabilità e consulenza per stazioni di servizio e officine svizzere

Revisione contabile

•  Revisione limitata in qualità di ufficio di revisione nominato ai sensi della legge
• Revisione ordinaria in qualità di ufficio di revisione nominato ai sensi della legge
• Verifiche di istituti di previdenza
• Revisione (controllo sommario) di bilanci
• Verifiche di costituzioni
• Verifiche di aumento di capitale
• Verifiche di riduzione di capitale
• Verifiche di liquidazione
• Verifiche per il trasferimento della sede in Svizzera
• Verifiche per il trasferimento della sede all'estero
• Verifiche in caso di rivalutazioni
• Verifiche di bilanci intermedi se esiste fondato timore di un'eccedenza di debiti (art. 725 CO)
• Verifiche ai sensi della Legge sulla fusione
• Verifiche di due diligence

Amministrazione e consulenza per le casse pensioni

• Gestione di istituti di previdenza
• Amministrazione tecnica
• Ragioneria
• Consulenza di carattere generale nel settore della previdenza