The digital expertise of Balmer-Etienne

The digital transformation is in full swing, and it’s really changing things. The experts at Balmer-Etienne can advise and assist you with the necessary steps to a digital world. Whether it’s automating accounting processes, establishing digital reporting and cockpits or digitising files and archives. Together with our service partners Sage Switzerland and BWO Systems, we can provide you with the necessary expertise and actively support you during the transformation of your business processes in order to achieve long-term efficiency.

Services

SME and Fiduciary Digital

SME and Fiduciary Digital offers a comprehensive solution in the area of accounting, document management, archiving and intelligent information management that is unique on the market.

Working together with our partners Sage and BWO Systems AG, we have created a standard offering for SMEs that enables maximum flexibility upon request.

  • Comprehensive accounting solution
  • Automated creditor workflow with a Sage connection
  • Secure cloud solution at BWO Systems
  • Digital archiving
  • Document management system (DMS)
  • Digital process workflows
  • Intelligent information management system
  • Implementation of a digitalisation strategy
  • Etc.

Take three minutes to learn more about SME and Fiduciary Digital in the accompanying flyer.

Sage provider

Working with Sage Switzerland, Balmer-Etienne AG represents the interests of the fiduciary sector. As a long-time partner of Sage, you can benefit from our extensive knowledge. We offer the following:

Sage 50 Extra can be used as an individual solution or as an entire package, both locally and via the cloud. We offer various versions of software (basic, advanced, expert) and will advise and support you from implementation to optimisation.

  • Sage 50 Extra Accounting
  • Sage 50 Extra Accounting with subledgers
  • Sage 50 Extra Trade
  • Sage 50 Extra Salary
  • Sage Start

Sage 50 Extra and Sage Start are based on your needs.

Learn more about our web solutions here

eCFO

Financial management services:

  • Assessments
  • Financial cockpits
  • Reporting
  • Dashboards
  • KPIs

With respect to financial management, we can either supplement existing resources or, upon request, we can assume full responsibility.

Process optimisation

  • Digital transformation of business processes
  • Moderation of, and support for, workshops in the areas of digital transformation and process optimisations
  • Automation of manual processes
  • Connection of ERP and accounting systems
  • Data quality management
  • Comprehensive process analysis

Team

André Egli
Swiss Certified Fiduciary

Dejan Przulj
MScBA Business Development and Promotion

Daniel Schnider
Chartered Expert in Financial and Managerial Accounting and Reporting Federal Diploma of Higher Education

Roman Bernold
Chartered Expert in Financial and Managerial Accounting and
Reporting Federal Diploma of Higher Education

Success Stories (Testimonials)

 

Zurich Golf & Country Club, Zumikon

With its challenging 18-hole course, distinctive clubhouse and picturesque surroundings in the Alps, the Zurich Golf & Country Club represents a long sporting tradition and the desire to combine competitive golf with friendly encounters.

‘The digital fiduciary solutions provided by Balmer-Etienne are client-focused and reliable. The advantages are clear: an increase in efficiency reduces our costs, and the simplified process creates transparency and clarity.’

Rolf Aeberli, member of the Management Board of the Zurich Golf & Country Club

HerzZentrum Hirslanden (Hirslanden Heart Centre)

Swiss Canoe