Procedure

You collect receipts and other supporting documents, scan and deliver them to us electronically.  We do the rest. Our efficient workflow allows us to take care of your accounting on favourable terms all the year round.

1. Collecting and delivering receipts

You collect receipts on a running basis, scan them or take photos and send us the electronic copies.

2. Handling your on-going accounting

We take on controlling and booking the receipts, preparing the annual statements and VAT calculations for your company.

3. Optimization and consulting

We complete your annual financial statement and advise your on topical trustee matters, such as tax optimization.

Options

Option 1: Our accounting software solution

Not keen to spend on a software licence? An online access to accounting is not necessary? Regular insights into accounting are not your prirority?

We do your accounting with our software and send you accounting journals and financial statements on demand or before year’s end at the latest.

Option 2: Bexio

Would you like to keep close tabs on your accounting? Posting will remain the task for professionals.

Bexio option 1: You are already using Bexio as your accounting solution and invite us as your trustee.

Bexio option 2: You do not use Bexio yet and you do not need debtors/creditors module. Then a client profile in Bexio is a suitable solution for you. This option is especially attractive pricewise and enables you to catch up on your accounting online at any moment.

We rank as Gold Trustee Partners among the largest Bexio trustees in Switzerland. Our employees are Bexio-certified trustees.

Option 3: Your own accounting solution

Soft

Are you already using a software solution, which can be accessed online?

We are eager to discuss possible cooperation with the use of your system.