Changing your fiduciary partner sounds like work. With us, it isn't: we handle the setup and any catching up, you just hand in your documents. Here is how it works, from the first call to ongoing bookkeeping.
Free and non-binding: we get to know your SME and your workflows.
One fixed price, everything included, annual statements too. Estimate it first with the price calculator.
A clear contract. Switching mid-year is possible too.
Portal, document flow and chart of accounts set up by us. You install nothing.
A short walkthrough, then we take over: you just hand in your documents.
It starts with a free call of about 20 minutes. We look at your situation together: your business model, your current workflows, your document volume. You talk, we listen, and we tell you honestly whether and how we can help.
After the call you receive a quote with one fixed price: everything from one partner, everything included, annual financial statements too. You know from day one what your accounting costs. No hourly fees, no surprise invoice.
If the quote works for you, we put the collaboration in writing and set the cut-off date for the takeover. Switching mid-year is no problem: we take over your books as of the cut-off date and continue seamlessly.
Now we take over: client portal, document flow and chart of accounts are set up entirely by us. You install nothing and configure nothing. The portal is usually ready within a few days.
At the start, your dedicated contact person gives you a short walkthrough: how to upload documents and read your numbers. Then everyday life begins: you hand in documents, we do your books. Personally managed, digitally handled.
Book a free 20-minute intro call. We'll look at your situation together.
+41 41 763 25 25 · info@b2b-accounting.ch