Our skills and experience enable us to provide services customized to your expectations.

As partners, we are committed to accompanying you in your endeavors and providing our support in the evolution of your objectives.

 

OUR PHILOSOPHY

An ethical and responsible fiduciary

Henry Ford once said, "The two most important things do not appear on a company's balance sheet: its reputation and its people."

Our role as trustee partners is to suscitate discussion, enable our clients to confide in us and thus make the figures speak by giving them meaning.

Talking about the balance sheet, a loss or a profit, means conversing about the life of the company. Whether red or black, the final figures of an institution tell a story of men and women working together on a project or for the same goal.

Talking about a balance sheet, a loss or a profit, is to converse about the life of the company.

Talking about a tax return, an estate or the myriad issues that affect every person along the way is a dialogue about the lives of men and women.

We are at your beck and call and dare to ask questions on subjects that might be troubling you. We need to remain calm when you are faced with very difficult situations. The quality of these exchanges enables us to find leads, adapted solutions. Thanks to this relationship particular, a mutual trust is built and new ideas emerge.

Working as a team enhances the quality of thinking. Each person, with their basic or even higher education as well as their sensitivities, brings their critique or different opinions. Thanks to the diversity of employees' professional and personal interests, each point of view enriches the solutions proposed

.

Regularly, we find that with the knowledge we acquire, we are able to question a process or provoke thinking that impacts the future. We are convinced of the relevance of high-level training and believe in quality service that has additional value.

 

COMPTABILITY

Your accounting work is demanding? We take over

Our main activitý has to do with numbers. Although this is not the first stage of our services, from the complete entry of your accountinǵ to the verification of the entries entered by you, we are able to support you in the usual management of your accountinǵ.

According to your needs, we are happy to advise you on your general accountinǵ, accounts receivable invoicing, document layout, reminder management, creditor accountinǵ or the management of your administrative area.

You can count on our collaboration to fully parameterize your accounting program, train you and ensure regular follow-up in your daily activitý.

VAT

We prepare your VAT statements and annual reconciliation. In addition, we regularly inform you of new provisions in force.

Settlement

We draw up the financial statements for your sole proprietorship or companý PME and advise you on the choice of valuation methods, depreciation of your investments, hidden reserves or other areas specific to your business.

Analysis

We analyze the annual results with you and support you in making the best decisions to optimize your objectives. We are also at your disposal to draw up budgets or a "business plan".

 

FISCALITY

Have you thought of everything? We analyze your situation

Every year, we are required to draw up our tax obligations. Our specialists will provide you with their skills and know-how for the following steps:

• the preparation of your private tax return (salaried or self-employed)
• the preparation of your company's, association's or foundation's tax return
• the complete follow-up of your tax file (modification of advance payments, response to requests for documents, verification of the tax ruling)
• defending your interests with the tax authorities.

Different life situations, such as the purchase or sale of real estate, gifts or inheritances require personalized consideration.

Our team, which undergoes constant ongoing training, will be happy to support you in your endeavours to make the best decisions.

 

WAGES and HR

Do you employ staff? Our team is at your side

A company that employs staff is required to draw up various formalities: paying wages, drawing up wage certificates, social security tax statements and complete personnel management.

In order to relieve your administrative management, you can delegate your company's payroll processing to us. For example, with a complete delegation of payroll management, you only need to validate payment orders.

The skills we have to offer are

Our team's expertise in human resources guarantees assistance with the following procedures:

• employment contracts
• employment certificates
• hire and dismissal
• social security deductions and wage certificates
• management of follow-up in the event of illness or accident and settlement of compensation
• withholding tax management
• complete set-up of your payroll accounting

 

ACCOUNTING REVIEW

Do you need an auditing body? We have the skills

We are approved as Expert Auditors by the Swiss Federal Audit Oversight Authority (ASR no. 505153)

Your company, association, foundation or municipality wishes or is obliged to mandate an auditor, we meet the requirements to carry out:

• a limited audit
• an audit of the accounts of public bodies, associations or foundations
• special audits, expertise, due diligence
• an audit of accounting, financial management as well as the issue of an audit report, possibly a detailed report.

During the audit work, we will not fail to submit to you solutions or improvements to all our remarks and observations.

 

TIPS AND ANALYSIS

Would you like to assess your situation? We'll be happy to provide you with expert advice

Are you looking to improve your working procedures or hoping to simplify some tedious steps, we're happy to help:

• analyze your current situation
• think together about new methods adapted to your sector
• to set up a modern office organization within your company.

Everyone goes through changes in their lives, asking themselves questions on various subjects, assessing the impact on their current situation. We can bring you our experience on various topics, such as:

• a donation or inheritance
• the creation of a business
• the transfer or liquidation of a business
• preparing for retirement
• various wealth-related issues
• possible entry into an EMS
• family-related implications

Our team is here to guide you and pass on the information you need to make the right decision. We also collaborate with various specialists, such as lawyers, tax experts and pension experts to provide you with precise advice.

 

INFORMATION ASSISTANCE

Do you have problems using your accounting software? We'll be happy to help

In our capacitý as WinBIZ and Crésus partners, we can offer you our following services:

• installation and configuration of your software (accountinǵ, creditors, debtors, payroll)
• accompaniment in learning and mastering functionalities
• troubleshooting in the event of various problems or blockages
.

In order to consult the same information simultaneously or avoid a trip to submit the problem, we use remote assistance software: ScreenConnect.

This interface enables simple remote control of your computer (keyboard, mouse, software); however, your authorization is required (secure accesś) and you remain in control of your data. This makes it possible to troubleshoot or rectify settings directly in your accounting software.

We also use Cloud applications to facilitate the transfer of data or information.

 

OUR TEAM

Working as a team enhances the quality of thinking. Each person, with their basic or even higher education as well as their sensitivities, brings their critique or different opinions. Thanks to the diversity of the collaborators' professional and personal interests, each point of view enriches the solutions proposed.

Regularly, we find that with the knowledge we acquire, we are able to question a process or provoke thinking that impacts the future. We are convinced of the relevance of high-level training and believe in quality service that has added value.

Persuaded that initial training in the form of an apprenticeship is a good way for a young person to enter working life, we make the choice to commit ourselves to initial and higher vocational training. We therefore train an apprentice every three years and encourage our team to pursue higher education.

 

OUR HISTORY

February 2004 - February 2019, 15 years!

At the outset, the idea of creating a company by cultivating values such as listening, questioning, sharing ideas and technology was the defining objective. Creating a company meant building a team.

• A team that shares the same values of hard work, ethics and a desire to do well;
• A team that works together with pleasure, shares its know-how and wishes to constantly evolve through training;
• A team that takes risks to find new ideas and innovative solutions.

A squirrel for our office's 15th birthday: not just because it's "cute", but also because it's agile, curious and thrifty. Like these particularities, we're alert in our thinking, we're constantly looking for solutions, we're regularly preoccupied with savings and optimizations.

Over the years, thanks to the special relationship we maintain with our customers, a mutual trust has been built up. Time and again, we've had the opportunity to exchange, share and seek ideas and solutions. We are grateful for these valuable exchanges and look forward to continuing this partnership.