LedgerPeek

Consulting for SMBs: strategy, tax, governance

Resolve complexities – improve internal processes – strengthen your market position and performance.

Key benefits

Elevate your business performance

See the full picture before making your next strategic move

Gain competitive edge

Understand your position within the industry, uncover opportunities for growth, and pinpoint what you should prioritise to outperform competitors.

Achieve clarity on challenging matters

Navigate tax implications, regulatory requirements, and corporate formalities with ease through clear support that enables data-driven planning and full compliance.

Streamline daily operations

Leverage tailored evaluations to recognise slowdowns early, address root causes fast, and maintain continuous efficiency across all your processes.

Expert guidance for strong, impactful outcomes

Monitor dynamics

Competitive landscape and trends

Market research

Throughout the lifecycle of your company, it’s essential to have up-to-date information about the market – understanding changing customer needs and adapting to shifts in their preferences and behaviour. Our specialists provide insights into your potential clients, emerging trends, and key factors such as current demand, seasonality, and price sensitivity. As a result, you can set realistic goals, make well-informed decisions, and position your offering to meet customer expectations.

Industry analysis

We help you gain clarity on how your business performs within the competitive landscape through in-depth industry analysis. By examining financial and operational benchmarks, best practices, and common challenges, we highlight your competitive advantages alongside opportunities for improvement. Thanks to detailed comparisons and practical findings, you know where to focus, what to adjust, and how to strengthen your position in the industry.

Plan with certainty

Tax evaluation

Understanding fiscal impacts

When balancing personal and corporate taxes before dividend or salary payouts, evaluating financing options, or thinking about company relocation, you should have a clear view of potential tax implications. We provide thorough analyses and transparent explanations to show how your decisions may impact your overall tax position. All factors are diligently considered to help prevent unfortunate surprises along the way.

Tax Ruling

If you’re preparing for a complex business arrangement such as a corporate restructuring, an international financing transaction, or an employee participation scheme, it’s advisable to obtain a binding position through a tax ruling request. For this, our experts evaluate the planned course of action, calculate the likely tax treatment based on current regulations, and present our interpretation to the tax authority.

Once the ruling is issued, you receive an official and enforceable decision that provides clarity and allows you to effectively organise your resources.

Establish internal frameworks

Administrative guidance

Handling regulatory steps

We provide dedicated assistance to ensure that your company’s key actions such as dividend distributions, board changes, or financial statement approvals are carried out in full compliance with statutory formalities. Our team prepares the required documentation and oversees each step of the process, making sure all actions are properly structured, recorded, and legally binding.

Strengthen workflow

Process optimisation

Issue prevention  

Small inefficiencies in daily operations may seem insignificant now, but over time they can grow into costly bottlenecks. Our experts take a close look at your workflows to uncover what’s slowing you down – whether outdated tools, unclear responsibilities, or redundant procedures. Once potential problem areas are identified, we create a targeted plan with clear, actionable recommendations to prevent future disruptions.

Strategic resolution

If operational challenges are already affecting your business, we help you resolve them promptly and effectively. Our specialists pinpoint the root causes and outline tailored strategies to restore optimal performance.

Gain clarity on every question you have

We analyse the details — you receive structured recommendations ready for prompt integration into your strategy

Your goals – turned into actionable priorities

Built around your business realities

At our core, we’re driven by the understanding that no two companies are alike – each operates under its own set of challenges, goals, and market conditions.

That’s why, from the initial phase, we thoroughly analyse your business context and tailor our recommendations to align with your operational and strategic objectives.

Transparent communication & support

Complex matters are presented in a clear, structured manner to ensure comprehensive understanding of the vital points. You receive a detailed action plan ready for implementation.

Additionally, our specialists offer ongoing assistance – so you’re never left alone during the process.

Data protection & confidentiality

We manage and store all information according to Swiss data protection laws (FADP), ensuring confidentiality and protected access at all stages. Your 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 data-driven decisions 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 assess your goals and propose the most suitable consulting solution.

Get clear on pricing and next steps

We’ll agree on a convenient time for your session and provide all the relevant information in advance.

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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Financial reporting

Annual financial statements, monthly performance reports, KPI insights, and third-party documentation – get all essential reports for effective management.

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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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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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Frequently asked questions

For what types of businesses do you provide your business consulting services?

We provide business consulting services for Swiss small and medium-sized businesses. Our specialists understand the needs and specific challenges SMBs face and deliver practical, actionable solutions to improve operations, ensure regulatory and tax compliance, and support sustainable growth.

Do you provide industry-specific business consultations?

Yes. We ensure that the analysis and recommendations given during the consultation reflect the realities of your industry.

Our specialists have extensive experience supporting Swiss SMBs across a wide range of sectors, including:

  • Restaurant & Hospitality
  • Construction & Skilled Trades
  • Consulting & Professional Services
  • Freelancers & Individual Entrepreneurs
  • Retail & E-commerce
  • IT & Software Development

And others

Do you offer consulting services across all Swiss cantons?

Yes. We provide consulting services to businesses in all Swiss cantons, including:

  • Aargau
  • Appenzell Ausserrhoden
  • Appenzell Innerrhoden
  • Basel-Landschaft
  • Basel-Stadt
  • Bern
  • Fribourg
  • Geneva
  • Glarus
  • Graubünden
  • Jura
  • Lucerne
  • Neuchâtel
  • Nidwalden
  • Obwalden
  • Schaffhausen
  • Schwyz
  • Solothurn
  • St. Gallen
  • Thurgau
  • Ticino
  • Uri
  • Vaud
  • Valais
  • Zug
  • Zürich

We assign you a specialist with direct experience advising companies in your specific canton. He will consider local tax regulations, administrative requirements, and market conditions.

What types of business consultations do you provide?

We offer the following types of consultations:

  • Market & Industry Analysis: Insights into market trends, competitive benchmarking, and growth opportunities.
  • Tax Planning & Evaluation: Analysis of fiscal impacts, tax optimisation, and support with tax rulings.
  • Governance & Compliance: Oversight of corporate formalities, board changes, and financial approvals.
  • Process Optimisation: Identification of operational inefficiencies, workflow improvements, and issue prevention.
Can you assist me if I need a consultation that isn’t listed on your website?

Yes. If you need a consultation not listed on our website, please book a call with our expert. During the call, you can explain in detail the type of consultation you require, your objectives, and any specific challenges your business is facing.

Our expert will review all the relevant details of your business and prepare a customised proposal.

What is the price of your business consulting services?

We calculate the price individually for each business, taking into account the type of consultation you need, your industry, and the scope of work.

For an accurate and transparent price, please visit our pricing page and select the services you require.

If you need a specific type of consultation that isn’t listed on our website or are unsure which type of consultation is most relevant for your business, please book a call with our expert, who will guide you and recommend the most suitable solution.

In which languages do you provide business consulting?

We provide business consulting in all local languages used in Switzerland, plus English.

How long does a typical consultation take?

The duration of a consultation depends on the type and scope of services you select. We’ll inform you of the estimated length by email or during the initial call before the consultation, so you can plan accordingly.

How soon can I get a consultation?

Typically, we can schedule a consultation within a few days to one week. The exact date will be confirmed during the initial call.

If you require an urgent consultation, please let us know and we’ll prioritise your request to arrange the earliest possible session.

What does the cooperation process look like?

Our experts provide business accounting services in all official languages of Switzerland, as well as in English. We adapt to your location and preferences, ensuring that all reports and communication are delivered in the language most relevant to your daily business.

How do you ensure privacy and confidentiality of my business information?

All information you share with us is securely stored in Switzerland and managed according to Swiss data protection laws (FADP).

Our business consultants work under strict confidentiality protocols, ensuring that any sensitive financial, operational, or strategic data you provide is fully protected throughout the consulting process.