Tag: Buchhaltung

What makes a good onboarding process? How can fiduciary companies best integrate new employees into the team? To what extent does the right fiduciary software simplify onboarding? In this blog post, you will learn what your fiduciary company needs to consider when onboarding new employees.

Qualified trustees are in demand in the labour market. What is important in the job for the fiduciary professionals of today and tomorrow? How can fiduciary companies offer their employees a constructive working environment? To what extent do digitalisation and innovative technologies help you to use the talents of your employees effectively? In this blog post, you will get tips on how fiduciary companies can develop and retain their employees.

Do fiduciary companies need automated Trust Software if they already work with a document management system (DMS)? What are the main differences between DMS and automated fiduciary software? What does automated fiduciary software offer that a DMS cannot? In this blog post, we highlight the key similarities and differences between a DMS and automated fiduciary software.

Most people associate the term “ecosystem” primarily with nature. In this blog post, we would like to show that ecosystems are also playing an increasingly important role in the accounting and fiduciary business and show you how your company can benefit from a strong SME ecosystem.

Did you miss a deadline this year and have to pay interest on late payments? Do you plan to submit your documents on time next year, but lack a clear overview?

To make things easier next year we have summarized the most important accounting deadlines for you.

Sooner or later almost every SME has to face the issue of choosing a fiduciary company. Even owners who initially handle their own accounting tasks usually reach a point where this work is “outsourced” in order to increase focus on the core business. Unfortunately, finding a suitable fiduciary company is not easy. Roman Keller of treuhand-suche.ch, our guest author, explains the issues that need to be clarified and the criteria that are essential for the search.

Do you still use Excel for your accounting? Does it take you far too long to find your way around and work through everything? Or are you working with software that you are not really satisfied with?

It doesn’t have to be like that. We have prepared a simple guide for you, which will help you choose the right accounting software for your SME.

Digitalization is the buzzword of our time. Everyone talks about its importance, but no one specifically explains to SMEs and startups – especially in the commercial sector – how best to proceed. Because one thing is clear: Anyone who wants to digitalize their company in the long term needs a clear plan and must be prepared to rethink the current business model and invest in the future. Especially in the commercial sector.

Paper, stationery and bound books. This is what everyday life in a trust company used to look like. Today, digital and connected also sets the tone in the fiduciary industry. Although technological progress has simplified many tasks for fiduciary companies and SMEs, the management of mandate accounting is still associated with countless empty runs. Young accountant Fabio Dacuña shows how this can be changed.