People and companies are subject to constant change. Those responsible are constantly expected to make adjustments and groundbreaking decisions, the consequences of which must be assessed in good time. We see comprehensive, competent support on this path as our central task and challenge.

In order to meet this requirement, we have long since expanded our own repertoire of traditional fiduciary services, auditing and tax advice: we have been successfully active for many years in management consulting, succession consulting, in the M&A sector and in advising public administrations.

We are active partners, recognize the need for action, act early and sustainably. Thanks to our cross-industry knowledge and extensive experience, we offer support and decision-making aids that help our clients recognize and take the right path. All our thoughts and actions, our range of services and our organization have been geared towards this since our foundation in 1995.

We are the right partner for all organizations (companies in the SME sector, public administration organizations, NPOs) that value comprehensive, high-quality and personal advice.

Our core disciplines:

• Fiduciary services, tax advice
• Auditing
• Corporate and succession consulting, M&A
• Advisory services for public administrations

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Trust and financial management  

Clarity through concepts

The company's accounting system is future-oriented and dynamic. It directly reflects the agility, speed and performance of a company, is involved in operational processes and supports upcoming decisions with high-quality, timely and transparent information.

We develop a customized fiduciary concept that suits our clients. We accompany tailor-made solutions, exert influence and ensure implementation that provides the necessary security for the further development path. We work in an optimally digitalized way and, as far as possible, with our clients' own resources.

Fiduciary and financial management services

• Accounting, financial statement consulting, annual financial statements, key figure cockpit
• Planning and budgeting, controlling and reporting
• Organization of the accounting system
• External finance manager function (outsourcing)
• Training and coaching, support for internal processes and solutions
• Consolidation and international accounting (IFRS, Swiss GAAP FER)
• Investment and cost accounting (BAB)
• Support for challenging special situations
• EDP consulting
  • ABACUS support (accounting)
  • External ABACUS solution on server from Hüsser Gmür + Partner AG (AbaWeb, AbaNinja, etc.)

 

Audit  

Forward with certainty

First and foremost, our audit work fulfills a legal mandate. In addition, we see auditing as an opportunity for the entrepreneur and the company to receive a qualified "outside view" on a regular basis and in partnership in order to secure the path ahead.

We work according to a modern, materiality- and risk-oriented audit approach. This places financial reporting and its results in close connection with the company's strategy, business environment, key areas and core processes.

As audit experts licensed by the audit oversight authority (Art. 727b CO), we can perform all statutory audit assignments for small and medium-sized companies and groups. We audit financial statements on the basis of the Swiss Code of Obligations (CO) as well as financial statements in accordance with Swiss GAAP FER.

Services Auditing

• Audit of annual financial statements and consolidated financial statements
  • Ordinary audit
  • Restricted audit
• Special statutory audits
  • Incorporation audit
  • Capital increase and capital reduction audit
  • Liquidation audit, revaluation audit
• Audit according to mandate
• Due diligence

 

Tax advice  

Let us take care of the tax

Tax advice means tax planning. It is future-oriented, based on the individual situation of companies and people, their specific intentions and the needs of the future. The aim is to determine events and structures in such a way that they fit optimally into the current and future context.

The tax future begins with tax advice. We analyse situations consistently and comprehensively and support the overall optimization of taxes (also in an international context), insurance and investments.

In complex cases, we rely on a highly qualified external network of tax experts. In these situations, too, we take on the connecting role of long-term companion.

Tax consultancy services

• Tax analysis and planning for individuals and legal entities
• Comprehensive, end-to-end tax advice (all tax types, all levels)
• Long-term tax support for companies, entrepreneurs and other taxpayers in challenging situations
• Optimization of taxes and insurance
• Retirement and pension planning
• Tax declarations, representation before tax authorities
• Clarification of value added tax issues
• Inheritance and estate planning

 

Business consulting  

From entrepreneur to entrepreneur

Entrepreneurs leave their mark, they determine the path of the company with great energy and willpower. They lead people with ideas and creativity and shape operational processes and structures. They win customers, monitor markets and competitors at the same time and react to changing needs. Ultimately, they ensure the economic success of the company. We stand by their side.

We organize change

We bring new perspectives to the key issues and develop unusual solutions and strategies with our clients. In doing so, we remain focused on the essentials, oriented towards the practical and geared towards implementation. We want to motivate companies and entrepreneurs to develop solutions that have an impact and add value. This is how we organize change. We work according to the clear rules of project management. This leaves time and space for an intensive examination of people, figures, facts and results.

Services Management consultancy

• Company start-ups, business plans, strategy development
• Buying and selling companies (M&A)
• Company succession
• Company valuation
• Financing advice, financial planning
• Reorganization, restructuring, turnarounds, liquidation
• Organizational development, organizational consulting
• Cultural development, team development, coaching
• Active participation in the board of directors
• Development and expansion of internal control systems (ICS)
• Risk assessment, risk management

 

Company succession  

Proven concepts with personal support

Succession planning for a company is one of the most difficult business management challenges. It has proven to be a good idea to bring in an external, independent and neutral project manager for this demanding topic. We draw our expertise in this area from a number of successfully implemented and ongoing succession plans with very different starting situations and creative solutions.

When supporting succession processes, we place the company at the center of our considerations: its "state of fitness" determines how it can be handed over and successfully continued.

Parallel to this, we analyze the level of the selling entrepreneur and the potential buyer, taking into account all relevant aspects such as wishes, needs, cash flows, taxes, pensions, financing, investments, etc.

We develop and implement a targeted and continuous concept that is clearly geared towards success. This ensures a successful business succession on all sides.

 

Advisory services for public administration  

We know the public waye

Our specialized team advises political municipalities, municipal companies and associations, parishes and non-profit institutions. Thanks to our diverse experience in small and large municipalities and our involvement in public authorities, we are familiar with the needs of both the executive and the administration.

For many years, our passion has been municipal consulting. Competence, quality and flexibility are our hallmarks. Take advantage of our experience and use our expertise to overcome challenging situations. We offer tailor-made solutions.
 

Services Consulting public administration

• Financial management
  • Financial and investment planning, budgeting
  • Financial statement consulting
  • Controlling, reporting
  • Value added tax issues
• Personnel assignments in departments
  • Finance
  • Communal Chancellery
  • Tax office
  • School administration
• Revision
  • Audit of financial statements
  • Audit of annual accounts (also partial areas)
  • Audit on behalf of the client
  • Support and assistance for the Finance Committee
• Training
  • Support and training of responsible persons and committees
• Organizational and development consulting
  • Support for vision, mission and strategy processes
  • Organizational development, process consulting
  • Introduction and implementation of an internal control system (ICS)
  • Introduction and implementation of business administration (GEVER)
  • Mediation/coaching
• External accounting
  • Personnel administration, payroll accounting
  • Outsourcing of management responsibility, implementation on site with the municipal administration's own staff

 

Network  

Independent generalists with cross-industry solutions

As generalists, we are problem solvers in a wide range of specialist areas and primarily provide answers. We maintain active knowledge management and act as a learning organization. We expand our field of activity in a targeted manner through solution-oriented collaboration with selected specialists from our network.

When working in our core disciplines, a wide range of questions and tasks often arise in related areas, and we offer our extensive network of contacts to provide solutions. On request, we bring our customers together with suitable specialists. We also assume full project responsibility at all times in this hinge function.

We attach great importance to constantly maintaining and expanding our network. To be able to count on strong partners at all times.