Tag: Partner

Large expenditure of time, high susceptibility to errors and no automation in the true sense of the word: Nowadays, it is no longer sufficient for trust companies to work only with a document management system (DMS). Many fiduciary companies have therefore linked their DMS to accounting software. In this blog post, you can read about what you need to consider and why you should avoid software or platform breaches.

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.

Sole proprietorships with an annual turnover of less than CHF 500,000 are not required to keep double-entry accounts. Nevertheless, double-entry bookkeeping also offers advantages to sole traders. In this blog post, you will learn what double-entry bookkeeping can do for your business.

The occupational benefit scheme is intended to enable insured persons to continue their previous lifestyle after leaving employment. How does the second pillar work? Who is subject to the LOB obligation? What are the shares of employees and employers? What occupational benefit options are there for self-employed persons? In this blog post, we look at occupational pension provision from the perspective of employers and sole traders.

A lack of liquidity leads to reminders, debt collection and frequently bankruptcy. By taking out a loan for your business you can avoid liquidity problems. When does it make sense to apply for a loan? What do SMEs need to apply for a loan? What type of loan should it be? In this blog post you will find a summary of what entrepreneurs should know about applying for a loan.

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.