Services in detail

How we do your books.
Step by step.

From onboarding to year-end closing: what's in your subscription, how the collaboration works, and who does what, no fine print.

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Onboarding & setup

Switching your accounting sounds like work. With us, it isn't: after the intro call we handle the entire setup, and you have a dedicated contact from day one. All five steps in detail: Getting started.

  • Review of your current workflows in a free intro call
  • Client portal, document flow and chart of accounts set up by us
  • A dedicated contact person from day one

Ongoing bookkeeping

Your only job: upload documents. Our AI reads each document and pre-codes the entry. Your dedicated contact reviews and confirms every posting before it lands in your books. AI where it helps. People where it counts.

  • Document upload from any device. Paper documents? Send them to us and we scan them
  • Automated capture and pre-coding of your documents
  • Every posting reviewed and approved by your contact person
  • Ongoing reconciliation with your bank accounts
  • GeBüV-compliant document archive, audit-proof for 10 years
Does the AI post my documents all by itself? +
No. The AI reads and pre-codes; every posting is confirmed by your contact person. Client data is processed exclusively in Switzerland or in countries with an equivalent level of data protection (EU/EEA).
What happens in a month with more documents than my plan? +
Nothing dramatic: additional documents are billed at CHF 10.– each, no plan change, no surprise invoice.
How current are my numbers? +
As soon as a posting is confirmed, it shows up in your numbers: in the client portal and via the AI assistant you can ask anytime.

Payroll

Salaries have to be right: every month, on time, with every filing included. We run your payroll as an add-on module in every plan, fully integrated with your financial accounting.

  • Monthly payroll runs and payslips
  • Salary certificates at year-end
  • Filings with the social insurance schemes (AHV/IV/EO, ALV, BVG, UVG)
  • Payroll fully integrated with your financial accounting
What does payroll cost? +
Payroll is available in every plan: CHF 40.–/month per employee, including payslips, social insurance filings and salary certificates.
What about special cases like withholding tax, hourly wages or allowances? +
Much of that is everyday payroll. Anything beyond the standard we clarify upfront, with any additional costs shown transparently before work begins.

VAT filing

VAT is included in every plan: we prepare your return quarterly from your continuously maintained books, your contact person reviews it, and we file it digitally, on time.

  • Quarterly VAT returns, included in every plan
  • The method that fits you: effective or net tax rate
  • Digital filing and deadline monitoring
  • Annual turnover reconciliation
Does VAT filing cost extra? +
No, it is included in every plan, four times a year.
Who files the return? +
We do. The return is prepared from your continuously maintained books, reviewed by your contact person, and filed digitally. You see it before anything goes out.
I'm not VAT-liable (yet), what then? +
Then you simply start without VAT filing. If your business becomes VAT-liable later, we set up the returns as soon as it does.
What about reverse-charge VAT on Google Ads and software subscriptions? +
Invoices from Google, Meta or foreign software providers arrive without Swiss VAT. You still owe the tax: 8.1% acquisition tax under the reverse-charge rule. We spot these invoices, declare them correctly and keep an eye on the CHF 10'000 threshold above which even non-VAT-registered companies have to register.

Annual financial statements

There's no surprise invoice at year-end with us: annual financial statements are included in every plan. And because your books are maintained continuously, the closing isn't a scramble, it's the last step.

  • Annual financial statements under the Swiss Code of Obligations: balance sheet, income statement, and notes where required
  • Accruals and depreciation booked properly
  • All documents audit-ready in the GeBüV archive
Do the annual financial statements cost extra? +
No. Annual financial statements are part of the fixed price in every plan.
Do you also prepare tax returns? +
Yes, as an add-on module: for an AG or GmbH we prepare the corporate tax return at CHF 35.–/month, included in Business+. For sole proprietorships and general partnerships we prepare the business part of your personal tax return at CHF 20.–/month. Purely personal tax returns and tax advisory are not part of our services.
Do you also do the audit? +
No, deliberately not: we are not an audit firm. But your books and document archive are audit-ready at all times, and we gladly work directly with your auditors.

Help & support

Questions don't only come up during office hours. That's why you get both: an AI assistant that knows your books and answers around the clock, and a dedicated contact person, in every plan.

  • AI assistant around the clock, in German, French, Italian or English
  • Answers based on your actual numbers, not a textbook
  • A dedicated contact person in every plan
  • Prioritised support in Business and Business+
Can I reach a human? +
Always. Every client has a fixed contact person who knows their books, with prioritised response times in Business and Business+.
Does a "quick question" cost extra? +
No. Questions about your ongoing accounting are part of the subscription. Only larger special projects are quoted separately, upfront and transparently.
And if I want to leave? +
You can cancel with one month's notice to the end of a calendar month, no reasons needed. You get your accounting data back in standard formats.

Sounds like less stress?

Book a free 20-minute intro call. We'll look at your situation together.

Book your free intro call→ Contact us

+41 41 763 25 25 · info@b2b-accounting.ch

Fixed price from CHF 249/month · Accounting in Switzerland · No minimum term