Services

I’m more than just a finance guy. Let’s talk about what you’re dealing with so I can understand what you really need. And then I’ll find the right financial solution together.

Are you in charge of the direction of your curves?

BUSINESS CONSULTING

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.

This encompasses the entire life span of your business, from the first planning, through the set-up phase as well as navigating you through difficult times in your endeavours. Of course, I also assist you when you decide to liquidate your business with all that is required in this phase.

Preparation of and execution of incorporations
  • Developing business plans and elaborating financial an liquidity planning
  • 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
Management Support
  • 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
  • Succession planning
  • Valuations of companies for buy and sell sides
Let’s not talk about money. It is best to have enough.
FINANCIAL ADVISORY

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 and projects
  • Family Office
  • Projects

Are you creating value for your clients or still administrating?

CHARTERED ACCOUNTANCY

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 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.

Accounting
    • 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 invididuals
    • 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
Administration and more

SALARY ADMINISTRATION

      • Book-keeping for salaries
      • Interaction and declarations with social security authority

COMPANY ADMINISTRATION

      • Board of directors mandates, management mandates
      • Company domicile, general company administration
      • Legal advisory (together with lawyers)

MORE

    • Real estate administration
    • Debt collection
    • Escrows and trust accounts

Tell me and I forget, teach me and I remember, involve me and I learn.

TRAINING

The most useful training is to learning by doing. You intend to take things into your own hands? Great! We offer group training for beginners, intermediate, advanced and expert level as well as 1:1 tutorial sessions and coaching.

Financial literacy and being able to implement and follow-though your strategy is a corner-stone of a fulfilling and independent life. If this does not come naturally to you, I will take you be the hand.

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 software is available?
    • 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 an I read an interpret an annual report?
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 financial 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?