Business Management and Tailored Financial Strategies
From accounting to strategic management, we offer targeted solutions to optimize your business’s resources. We handle financial and payroll accounting, VAT returns and audits, ensuring compliance and tax optimization with the goal of being more cost-effective than your current trustee/accountant while offering a broader and more competent advisory service.
Through management controlling and liquidity planning, we develop tools for more effective decision-making processes. We support businesses with tailored financial and insurance services, from refinancing to investments for growth and financing new acquisitions or generational transitions. With our CFOfree service, we offer strategic outsourcing of the CFO function, optimizing costs without sacrificing management quality.
Additionally, we foster a more productive and collaborative work environment through coaching for executives and teams.
What we offer for SMEs
Accounting
- Bookkeeping
- Interim financial statements on a monthly or quarterly basis
- Accounts receivable and payable, including electronic payments
- Preparation of VAT reports
- Preparation of annual financial statements and tax returns
- Audit of annual financial statements through external partners
Controlling
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Liquidity management
Development and implementation of liquidity controlling systems -
Management information systems (MIS) for company management
Development and implementation of reports, budgets, and key performance indicators
Payroll Management
- Payroll processing and creation of salary certificates
- Preparation of social security and at source tax declarations
- Drafting employment contracts, amendments, and terminations
- Preparation of staff and travel expense regulations
- General advice on labor law and social insurance (AHV, pension fund, accident insurance, health insurance)
Tax Consultancy and Optimization
- Tax law and VAT advice with the goal of minimizing tax costs
- Business restructuring projects (holding companies and other corporate structures)
- Preparation of tax returns and management of appeal procedures
- Tax implications in the event of business cessation or liquidation
General Business Consulting
- Consultancy on commercial and corporate law issues
- Advice on legal forms and corporate structuring
- Drafting articles of incorporation, shareholder agreements, and company contracts
- Creation of financial and business plans
- Preparation of documentation for bank loan applications
- Business valuations / Acquisition consultancy
- Consultancy on mergers, acquisitions, reorganizations, spin-offs, dissolutions, or business liquidations
- Participation in board meetings / Mandates as member of the board
Optimization of Financing and Insurance
- Structuring and refinancing credit obligations and insurance at the best market conditions
- Search for credit lines for working capital and business growth financing
- Search for financing for acquisitions or generational transitions
CFOfree - Outsourcing the CFO Function
There are various reasons why a company may choose to outsource the CFO function. Generally, it is observed that a significant portion of a CFO’s working time is often unproductive (breaks, informal conversations, emails, various readings, holidays, and days off). Additionally, over time, the internal CFO can become “blind” to changes and innovations, making them less inclined to benchmark and adjust the company to industry standards.
Thanks to our CFOfree service, we anticipate potential savings of 50% in CFO salary costs—based on the average salary of an in-house CFO—by outsourcing this function to us.
Coaching for Staff and Conflict Management
Collaboration often becomes difficult or breaks down because people can’t communicate effectively. Without a shared understanding of the starting situation and goals, frustrations and inefficiencies arise.
We provide coaching for executives and employees with the following objectives:
- Improving collaboration and strengthening mutual trust
- Preventing frustrations and inefficiencies, thereby improving business outcomes
- Regular coaching for the involved parties.
Are you ready to start?
Call or fill out the online contact form to get more information and start taking care of your finances right away.