Are you in charge of the direction of your curves?
Measurable business success is based on analytical, systematical and ongoing improvement of all business activities and of the organisation, all linked to a developed strategy. You are aiming to find straight and clean solutions, which are being carried and implemented by management and all employees. We assist you in this endeavour.
Preparation of and execution of incorporations
- Setting up articles of association and by-laws, founding documents and support for the legal form of the corporation
- Production and assistance for business planning
- Elaboration of financing concepts and planning of investments
- Development of strategy and organisational development
- Concepts for corporate governance and compliance
- Risk management, internal controls system (ICS)
- Reorganisations, mergers, financial restructurings, liquidations
- Coaching, Sparring-partner, conducting of negotiations
- Crisis and interim management
Succession planning and valuations
- Valuations of companies for by and sell sides
Let’s not talk about money. It is best to have enough.
Only few people can really afford not to talk about money. For the rest the key for a successful planning of the financial situation lies in a careful long-term planning and implementation. The necessary reporting and information cockpits enable to structure the business activities as intended by the business owner or management. In a similar way it is also required for an individual financial planning to have the overview of the situation as well as a clear and thought-through strategy the starting point of an optimal implementation. We would like to talk about it with you
Financial advisory for companies
- Financing, financial management and controlling
- Business analysis and efficiency improvements
- Performance measuring, Key Performance Indicators (KPI’s)
Financial advisory for individuals
- Planning of investments, pensions and contingencies
- Inheritance and estate planning
Family Office, Projects
Are you finally working or still administrating?
Many things are being expected from you: Invoicing, book-keeping, accounting, salary administration down to VAT administration. A correct administration process is central to comply with laws and the business etiquette. Oftentimes small decisions or decisions or formal points can have a huge impact. This is why you can be sure that processes that you outsource to us are dealt with care and diligence. We also report to and co-ordinate with you as often as required so that you know what’s going on.
- Book-keeping (general ledger, accounts receivables, accounts payables, salaries, assets)
- Production of annual reports
- Balance sheet and results analysis, controlling
- Planning and budgeting
- Consolidation, reporting
Tax consulting for companies and individuals
- Tax planning, elaboration of tax structures
- Advisory and production of tax declaration incl. value added tax (VAT)
- Withholding tax, stamp duty, taxation of gains on real estate sales, taxation of estates, donations and endowments
- Representation and formal answers to requests from tax authorities
- Tax rulings
Audits, review and due diligence
- All audit services can be provided via an affiliated audit company.
- Statutory audit engagements (full and limited audits)
- Group audits
- Special audits (incorporations and formations of companies, capital increase, capital decrease, merger, liquidations), internal audits
- Due Diligence
- Book-keeping for salaries
- Interaction and declarations with social security authority
- Social security rulings
- Board of directors mandates, management mandates
- Company domicile, general company administration
- Legal advisory (together with lawyers)
- Real estate administration
- Debt collection
The most useful training is to learning by doing.
You intend to take things into your now hands? Great! We offer group training for beginners, intermediate, advanced and expert level as well as 1:1 tutorial sessions and coaching.
Accounting and book-keeping
- What are the criteria for the right legal form of the corporation I intend to establish?
- How can I set up my own book-keeping system and make correct entries myself?
- What are the most common steps and traps when closing the books annually?
- What are the tax implications of my accounting system and how can I deal with these?
- How do I read and interpret an annual report properly?
Financing and Investment Theory
- What are the important points to consider when selecting a financing strategy?
- How can I retain independence even when I need to use financing from banks or other providers?
- What are the methods to calculate and compare desired investments in advance?
Private finance planning, budgeting
- How can I establish a comprehensive financial plan for private purposes?
- How are the effects of social security, pensions plans, insurances and investment strategies related and to be planned?
- How can a budget assist my personal financial planning process?
- What are the key points for my investment decisions?