Expert financial reporting

Gain clarity, maintain compliance, and make data-driven decisions with reports tailored to your business goals.

Key benefits

Empowering your financial strategy

Precision and transparency in every aspect of your reporting

Time and resource efficiency

We handle the complexities of financial documentation and analysis while you stay focused on achieving business objectives.

Informed decision-making

Our detailed reporting gives you the clarity needed to make smart choices regarding your company’s finances, operations, and growth plans.

Smooth third-party engagement

Structured, audit-ready files and investor-focused reports simplify your interactions with auditors, investors, and stakeholders.

Comprehensive financial reporting & actionable insights

Ensure accuracy

Annual financial statements

Annual Balance sheet, Profit&Loss, and Notes to the financial statements

We handle your formal Balance Sheet and P&L statement preparation, freeing you from the complexities of annual financial reporting. Everything is managed with precision and in accordance with Swiss accounting standards, ensuring the reports are ready for both the tax declaration and presentation to shareholders.

Review and Q&A session on the numbers

As soon as your annual reports are prepared, you’ll have an in-depth consultation with one of our experts, who will guide you through the figures and answer your questions. During the meeting, we’ll help you fully understand your annual profit and the financial implications of key positions. Additionally, it’s a perfect opportunity to review your payables and receivables, and to provide any comments or request adjustments to the reported balances before final approval.

Consolidated accounts

We prepare consolidated accounts for affiliated companies, meticulously removing intercompany transactions. The result is a unified financial report that accurately portrays your group’s collective performance, as if it operated as a single entity. This gives you a comprehensive overview of your overall financial health, enabling better strategic planning and decision-making.

Strengthen strategy

Managerial reporting and custom insights

Tracking of KPIs

We help you define, track, and interpret the key performance indicators that reflect your actual goals, including aspects that aren’t visible in standard financial statements.

Whether you need to evaluate team productivity, assess project profitability, or monitor operational efficiency, our experts will create tailored reports that integrate both financial records and external operational data, giving you a full, actionable picture of your performance.

Quarterly and monthly reports

So that you always have a current view of your business operations, our specialists prepare quarterly and monthly reports that outline payables, receivables, and overall performance. This regular insight eliminates the need for separate internal tracking and supports faster, more informed decision-making.

Industry benchmarks

Insights from industry benchmarks offer a powerful way to gain a competitive edge. We help you see how your business stacks up against the market and direct competitors by comparing key performance indicators. This analysis uncovers your unique strengths and pinpoints opportunities for strategic improvement.

Meet expectations

Clarify performance

Preparation for external audit

We compile a structured file that includes all necessary financial documents, reconciliations, justifications, and supporting evidence required by your external auditor. These components often extend beyond what’s reflected in the annual accounts, so our specialists dedicate their skills to gathering all essential materials and presenting them in a format that facilitates the audit process.

Investor reports

Comprehensive financial disclosures are essential when preparing for investment, valuation, or strategic planning. Our team assists in creating in-depth documents that not only extrapolate from historical data but also consider nuanced and forward-looking factors. The result is a clear and accurate representation of your company’s current situation and projected performance for potential investors and stakeholders.

M&A due diligence

In the context of a potential acquisition or sale, we conduct in-depth financial due diligence to give all parties a clear understanding of the target company. We thoroughly examine financial records, operations, compliance, and internal structures over multiple years, tailoring our approach to the specifics of each case and adapting to evolving insights over the course of discussions.

See how LedgerPeek enhances your business processes

We handle the complexity behind the numbers — you get peace of mind, strategic clarity, and more time to lead

Your financials – expertly handled

Tailored support at every stage of your growth

We offer thorough, scalable financial reporting services that adapt to your business’s needs at every stage. Whether you’ve just started your company, are expanding, or preparing for a major transaction, our specialists deliver tailored solutions and actionable insights that support your goals.

Wide-ranging reports

From standard monthly and annual statements to specialised reports for investors, auditors, or group consolidation, we compile the full spectrum of financial documents your business may need. Each report is prepared to deliver actionable clarity, meet compliance demands, and support confident decision-making.

Data protection & confidentiality

Your financial information is secure with us. We manage and store all documents according to Swiss data protection laws (FADP), ensuring confidentiality and protected access at all stages.

All data is stored in Switzerland.
Our systems are designed to protect sensitive information from unauthorised access, and our team follows strict internal protocols to maintain your trust.

Easy start

Your journey to stress-free financial reporting starts here

We guide you through every stage – right from the beginning

Book a consultation

Schedule a call with our expert to discuss your company’s unique requirements.

Have a tailored strategy session

During this meeting, a dedicated specialist will dive deeper into your business’s financial needs, evaluate your goals, and outline the best strategies for your financial reporting.

Get clear on pricing and next steps

We customise our pricing to suit your requirements. Once you get it, we’ll set up a plan to begin implementing the right solutions for you.

Other services

Professional solutions that power everyday operations

Streamline workflows and drive better outcomes through seamless integration of technology and expert guidance

Company incorporation

Start your business with ease – we take care of the whole registration process, from initial consultation and name checks to notary representation and final confirmation.

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Domiciliation

Meet Swiss legal requirements and simplify operations with our full-service solution – including c/o address, mail handling, secretarial help, and flexible workspace options.

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Accounting

The entire financial record-keeping process done for you – bookkeeping, reconciliations, and reporting – all managed accurately and on time.

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Payroll

Hand over salary processing, tax filings, and employee documents to us – we ensure precise calculations, statutory submissions, and professional payslips every month.

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Tax compliance

Simplify your tax management with expert-led filing, strategic planning, and tailored advice that uncovers saving opportunities.

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Employee onboarding

Leave complex formalities such as contracts, legal checks, and staff policies to us and hire without the administrative overload.

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Consulting

Gain clarity on your market position, identify growth opportunities, and find out what is slowing down your business performance.

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Financial forecasting

Plan your operations using data-backed projections with insights into cash flow stability and upcoming financial needs.

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Business optimisation

Spot outdated processes and replace them with efficient, automated solutions that reduce errors and speed up workflows.

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