Choosing the right fiduciary company: the key selection criteria
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.
Digital accounting? Automated accounting? Which accounting software really suits your SME?
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.
Curtain up and stage set for the panel discussion “Fiduciary 2030”
Where Daniel Craig or Scarlett Johansson usually appear across the screen, last week everything revolved around the future of the fiduciary industry. What was special about this event? For Accounto, it was the first physical event after numerous webinars – and a panel discussion no less.About 30 fiduciaries attended the exclusive premiere at the Riff Raff cinema in Zurich. The main protagonists were four distinguished panelists who shared their thoughts on the topic of “Fiduciary 2030” and debated their views in a controversial manner.
Three ways an intelligent accounting software simplifies your year-end closing
We have compiled for you the three things your accounting software should offer so that you can relax as you approach year-end closing and can focus completely on your core business.
Although the year-end still seems to be far away, now is the best time to deal with the year-end closing. Now is when you still have the opportunity to greatly simplify your work life/life. Today we will share with you how intelligent accounting software can provide you with true added value and achieve year-end closing for you and your fiduciary with no night shifts.
10 tips for creating a successful fiduciary newsletter
E-mail has been around for 50 years, which makes this channel of communication an old technology in the digital world. With the increasing popularity of messaging services and social media, you might think that the importance of email is diminishing. However, studies show that over 80 percent of people prefer e-mail as a means of communication, at least in business. This makes this channel an exciting marketing tool for fiduciary companies too. Indeed, e-mail traffic has increased massively in recent years and, accordingly, we receive hundreds of e-mails every day.
Digitalization – no thanks? Four simple steps from skeptic to doer
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.
“If you are still typing your invoices manually today, you are doing something wrong”
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.
Better to co-create than wait and see?
Everyone says that customer feedback is important to them. But words are passive. That’s why we let actions speak louder than words and demonstrate it accordingly: Our customers actively shape our product development and influence which features we prioritize during programming.
Document entry easier than ever – thanks to the Accounto app
Up-to-date accounting with just a few clicks and swipes? Thanks to the Accounto app, you can!
Simply open the app, photograph expense receipts and documents such as invoices and upload them to your account with a click.
The Accounto Personnel & Payroll Module – finally all information at a glance
Our vision: All documents relating to human resources are stored centrally in one place. And all parties – workers, employers, fiduciaries – should have access to it.
Accounto thus significantly simplifies personnel and salary management. From now on, all Accounto customers will benefit from this future-oriented module – of course at no additional cost.