Wirtschafts-Treuhand AG

Tailored support for your fiduciary business.

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

Our services:

 

Tax

Turn your tax liability into a well-calculated business advantage. Our tax consulting services include tax returns, tax planning, and tax optimization.

Taxes are one of the unpopular side issues of everyday business life. In the hands of experts, planning and optimizing the taxes to be paid can become an important business factor. How you plan your taxes advantageously, incorporate them into your financial considerations, review and optimize them varies from case to case. Our experts develop customized solutions for companies and private individuals. We look forward to your call.

Our services at a glance:

• Tax planning and tax optimization

• Tax returns for individuals and legal entities

• Negotiations with tax authorities

• Lodging objections and appeals

• Value added tax consulting

• Fiscal representative

Bookkeeping/accounting

Commercial accounting is the basis for reliable profit determination – from annual financial statements and payroll accounting to closing advice.

Not every company has the capacity to carry out accounting with its own employees in-house. WIRTSCHAFTS-TREUHAND AG is happy to take over your accounting, relieve you of the burden, 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 accounting on your accounting software.

Our services at a glance:

Financial accounting

• Maintaining the general ledger, accounts receivable, and accounts payable subsidiary ledgers

• Provision of payments (e.g., DTA)

• Accounts receivable management

• Preparation of VAT returns

• Preparation of annual financial statements and interim financial statements

• Liquidity planning

• Independent access to our accounting system via our web portal

Payroll accounting

• Payroll accounting, including monthly payroll statements

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

• Provision of DTA

• Handling of necessary correspondence and administrative support for new hires and departures, and reporting these to social security 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 tailored precisely to your needs.

Business management analysis:

We would 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:

If you have 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 subsidiary ledgers, accounts receivable, accounts payable, and payroll.

EKW

Accounting and consulting for Swiss gas stations and garages – the optimal overview of your economic situation.

The EKW system is a combination of accounting and business management analysis for gas stations and garages developed by WIRTSCHAFTS-TREUHAND AG. On the market since 1975, the system is continuously updated and very easy to use. Your entries are made via web-based access. The evaluation of the recorded data gives you an optimal overview of your overall economic situation. As a proven 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

• Value added tax accounting

• Social security contributions

• Consulting on personnel issues

• Budgeting

• Start-ups, conversions, liquidations

Auditing

Consider auditing and auditing as a business 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 certified auditing expert with the Federal Audit Oversight Authority. You can rely on the many years of experience of our auditing experts and auditors. Benefit from our specialization in small and medium-sized companies – and from the advantage of comprehensive client support. A dedicated advisor will use their extensive knowledge to safeguard your interests in a wide range of service areas.

Our services at a glance:

• Limited audit as statutory auditor

• Ordinary audit as statutory auditor

• Audits of pension funds

• Review (audit review) of financial statements

• Incorporation audits

• Capital increase audits

• Capital reduction audits

• Liquidation audits

• Audits for relocation of registered office to Switzerland

• Audits for relocation of registered office abroad

• Audits for revaluations

• Audits of interim balance sheets in cases of justified concern about over-indebtedness (Art. 725 CO)

• Audits in accordance with the Merger Act

• Due diligence audits

Pension fund administration and consulting

Managing 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.

Having your own independent pension fund can make perfect sense for an SME. The administration of a pension fund has become an increasingly complex task 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 in 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 consulting in the area of pensions

 

Management

• Providing information to insured persons and pensioners

• Reporting to the foundation board

• Organization of and participation in Foundation Board meetings and minute-taking

• Supporting the Foundation Board

• Contact with supervisory authorities and reinsurance companies

Technical administration

• Maintaining the insured portfolio with our modern software (defined contribution and defined benefit plans)

• Processing changes (new members and departures, early withdrawals for home ownership, divorce, etc.)

• Processing of pension cases

• Maintaining the BVG shadow account

• Preparing contribution lists for the collection of employee and employer contributions

• Preparing annual insurance certificates

Accounting

• Maintaining financial accounting

• Processing payment transactions

• Liquidity planning

• Preparing annual financial statements in accordance with Swiss GAAP FER 26

General consulting in the area of pensions

The area of pension provision within the framework of the 2nd pillar is becoming increasingly important for companies, because in addition to AHV, this pillar of pension provision will in future be the only source of income for all employees in old age. The structure of the 2nd pillar is therefore an important factor in 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.

Management consulting

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

Business optimisation begins with our experienced experts taking a critical look at the processes and procedures in your company. In order to increase the economic success of your company, structures must be reviewed, optimised or, if necessary, realigned. The necessary measures usually affect very different areas – from controlling and organisational consulting to business consulting. Detailed analyses can be just as crucial as the big picture.

Our services at a glance:

Management consulting

• Company valuation

• Organizational consulting

• Temporary controlling consulting

• Business management consulting

Controlling consulting

• Budget preparation and control (including variance analysis)

• Financial and investment plans

• Implementation of a company accounting system

Organizational consulting

• Company formation

• Reorganization of an existing company and/or accounting system

• Conversion of the legal form of a company

Purchase/sale of a company

• Consulting on the purchase or sale of a company

• Planning and support for succession arrangements

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

Business management consulting

• We put our extensive business management knowledge and all our experience at your disposal to help you solve specific problems

• Support with the formation, restructuring, and liquidation of companies

Various services

• Assumption of trustee mandates in bankruptcy or estate administration

• Execution of wills

• Postal/domicile address

• Etc