Service 03 · For companies

Decisions based on figures, not gut feeling

Advice on general questions about your company, from income and expenses to day-to-day business decisions.

We know your figures, and turn them into decision-making tools.

As your fiduciary we see where your company stands. In advisory we turn that into concrete recommendations: liquidity, cost structure, investments, legal form.

Whether growth, crisis or handover — you get an honest outside view with Swiss SME experience since 2004.

Advisory meeting at the table with documentsBERATUNG
Scope

What's included

01

Legal form & structures

Sole proprietorship, GmbH, AG — what fits your next step?

02

Succession & handover

Planned early instead of sold under pressure.

03

Company formation

From the legal form to the first filings — we found the company with you.

04

Strategy & marketing

Strategy and marketing plans for your company's next stage of development.

How it works

Four steps to relief

01

Free initial consultation

We listen and tell you honestly what you need, and what you don't.

02

Offer with fixed-price logic

You know the cost in advance, no surprises on the invoice.

03

Clean handover

You send us your documents and open items — we take them over in a structured and timely way.

04

Ongoing care

A fixed contact person, proactive deadline reminders, reachable in seven languages.

Frequently asked

In short

01

Do you only advise your own bookkeeping clients?

No, advisory is open to everyone. Those who combine bookkeeping and advisory benefit from shorter paths, though.

02

How is advisory billed?

By effort or as a package with a defined scope — we set this transparently before we start.

03

Do you also help with bank meetings?

Yes. We prepare documents and key figures and accompany you to the meeting on request.

04

How does an advisory mandate actually work?

Stocktaking, analysis based on your figures, concrete recommendations with priorities, in writing, so you can decide at your own pace.

05

Do you also accompany company acquisitions and sales (M&A)?

Yes, from valuation questions and due-diligence preparation to negotiation support, together with lawyers and other specialists where needed.

The first conversation is free. Use it

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