Tailor-made 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

• Negotiating with tax authorities

• Lodging objections and appeals

• Tax planning and tax optimization

• Filing objections and appeals

• . appeals

• VAT tax advice

• Fiscal representative

Bookkeeping/accounting

Commercial bookkeeping is the basis for reliable profit determination - from annual financial statements 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

• Providing payments (e.g. DTA)

• Debtor management

• Production of VAT statements

• Production of the annual financial statements and interim financial statements

• Liquidity planning

• Independent access to our accounting system via our web portal 

Payroll accounting

• Manage payroll accounting incl. monthly payslips

• Preparation of withholding tax statements, salary statements and social security statements

• Provision of DTAs

• Doing the necessary correspondence as well as administrative support with entries and exits, or reporting these to social security institutions. Reporting these to the social insurance institutions

Final consultation:

• Tax optimization

• Valuation issues

• Optimal presentation of the annual statement

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

Business management evaluation:

We will be 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 your business.

Temporary replacement:

In the event of staff shortages in the accounting department, we will be 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 management 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

• Advice 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

Those who know their figures have a clear advantage. Business risks can be identified at an early stage, opportunities seized and added value 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

• Capital increase audits

• Capital reduction audits

• Liquidation audits

• Audits on the transfer of registered office to Switzerland

• Audits of the transfer of registered office abroad

• Audits of 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 advice

The administration of an independent pension fund can be advantageous for SMEs. Our experts support you in the areas of general consulting, 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 pensions

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 of the Board of Trustees

• Contact with supervisory authorities and reinsurers

Technical administration

• Management of the portfolio of insured persons using our modern software (defined contribution and defined benefit)

• Processing mutations (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

• . and employer contributions

• Prepare the annual insurance certificates

Accounting

• Manage the financial accounting

• Process the 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 in the 2nd pillar is becoming increasingly important for a company. Pillar 2 pension provision is becoming increasingly important for a company, because in addition to the AHV, this pillar of the pension system will in future provide all employees with a secure livelihood in old age. 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 procedures. 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 an overall view. 

Our services at a glance:

Corporate consulting

• Corporate 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 system

• Conversion of the legal form of a company

Company purchase/sale

• Advice on the purchase or sale of a company

• Planning and support for succession planning

• Determination of a reliable company value (market-oriented arbitration value or party appraisal)


Business management advice

• 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

• , reorganization and liquidation of companies

Miscellaneous services

• Assumption of trustee mandates in bankruptcy or probate

• Execution of wills

• Postal/domicile address

• Etc