Gain clarity, maintain compliance, and make data-driven decisions with reports tailored to your business goals.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Accounting
The entire financial record-keeping process done for you – bookkeeping, reconciliations, and reporting – all managed accurately and on time.
Payroll
Hand over salary processing, tax filings, and employee documents to us – we ensure precise calculations, statutory submissions, and professional payslips every month.
Tax compliance
Simplify your tax management with expert-led filing, strategic planning, and tailored advice that uncovers saving opportunities.
Employee onboarding
Leave complex formalities such as contracts, legal checks, and staff policies to us and hire without the administrative overload.
Consulting
Gain clarity on your market position, identify growth opportunities, and find out what is slowing down your business performance.
Financial forecasting
Plan your operations using data-backed projections with insights into cash flow stability and upcoming financial needs.
Business optimisation
Spot outdated processes and replace them with efficient, automated solutions that reduce errors and speed up workflows.
Frequently asked questions
We provide professional financial reporting services for Swiss small and medium-sized businesses.
Yes. While statutory reports like balance sheets, profit & loss statements, and notes follow Swiss accounting standards, our management reports, KPI tracking, benchmarks, investor reports, and audit preparation are customised to your industry.
Our specialists have extensive experience preparing reports that reflect the unique financial and operational characteristics of businesses in various sectors, including:
Our experts provide financial reporting services for businesses across all Swiss cantons, including:
Each business is assigned a specialist with experience in its canton, ensuring that local tax rates, employment costs, and regulatory requirements are accurately reflected in all financial reports.
We offer a comprehensive range of financial reports for Swiss SMBs, including:
If your business requires a report or service not listed on our website, simply book a consultation with our specialist. We will review your specific needs, goals, and industry context to provide you with a customised proposal.
The cost of our professional financial reporting services depends on the type of reports you need, the preferred frequency, and the overall scope of the engagement.
To get an accurate and transparent quote, please visit our pricing page and, while customising your plan, add the preferred reporting services.
If you aren’t sure what type of reporting and frequency is best for your business, you can book a consultation during which our specialist will assess your requirements and recommend the most suitable solution.
We can integrate with your existing accounting or ERP software to get the details we need for the financial reports.
You don’t need to set up a new system or duplicate your data manually — our specialists will work directly with your existing setup to ensure accurate and up-to-date reporting.
The time required depends on the type and complexity of the reports, as well as the availability of your financial data. Regular management reports, such as monthly or quarterly reports, are delivered according to the agreed schedule. Annual financial statements — including balance sheets, profit & loss statements, and notes — are prepared in line with statutory deadlines.
Our financial reporting services are available in all local languages used in Switzerland, plus English. During the initial consultation, we’ll agree on the language that works best for you and your team.
Step 1: Choose the services you need
Decide which financial reports you need and how often you’d like to receive them (monthly or quarterly). Once you’ve made your choice, visit our pricing page and add the selected services to your customised plan.
If you’re not sure which reports or frequency are best, book a consultation — our specialist will analyse your situation and recommend the most relevant solution.
Step 2: Receive a tailored proposal
We assess the services you’ve added to your plan, consider your business specifics, and prepare a personalised proposal with transparent pricing, sent directly to your email.
Step 3: Schedule a consultation with our specialist
Once you review the proposal, we schedule an initial consultation to get to know your business processes, goals, and expectations, and answer any questions you may have about reporting formats, timelines, or data requirements.
Step 4: Get everything ready
After confirming the cooperation details, we’ll inform you which documents and financial data we need from your side to prepare accurate and timely reports.
Step 5: Delivery of service
Together, we’ll agree on the reporting schedule that best fits your business. While some reports — such as monthly or quarterly management reports — are delivered on a regular basis, others, like annual balance sheets, profit & loss statements, and notes to the financial statements, are prepared in line with statutory deadlines. Our specialists ensure that every report is delivered accurately and on time.
If any questions come up during our cooperation, don’t hesitate to reach out — we’ll respond clearly and in detail.
The security of your financial data is our top priority. All information is stored and managed in Switzerland in full compliance with the Swiss Federal Act on Data Protection (FADP).
We apply strict access controls, allowing only authorised specialists to handle your documents. Our internal procedures and secure systems are designed to protect sensitive information at every stage, ensuring your business data remains confidential.
