Trust

Trusts

Top class fiduciary expertise for your SME.

Team.

Andre Egli

André Egli

Swiss Certified Fiduciary
+41 41 228 11 69

Erika Wermelinger-Kurmann

BscBA University of Bern,
Swiss Certified Accountant
+41 41 228 11 52

Jeannette Ming-De Pretto

Swiss Certified Fiduciary,
MAS FH in Fiduciary and
Consulting
+41 41 228 11 47

Andrea Küttel

Andrea Küttel

BSc in Business Administration FHZ
Swiss Certified Fiduciary
+41 44 283 80 77

Marco Beck

lic. rer. pol,
Swiss Certified Accountant
+41 41 228 12 59

René Marti

René Marti

Swiss Certified Fiduciary
+41 41 619 26 30

Tanja Hess

Business Economist FH,
Swiss Certified Accountant
+41 41 619 26 37

Trusts.

Are you looking for a top class fiduciary partner? Then you’ve come to the right place. We support small and medium-sized enterprises as well as private individuals as a sparring partner in all entrepreneurial, business, fiscal and legal issues. To achieve sustainable, tailor-made solutions for you, we are proactive in thinking ahead. Our advisers can also have recourse to in-house technical specialists at any time and consequently ensure that your needs are met rapidly, professionally and at a cost that offers optimal value for money. Our consultancy services are characterised by dedication, passion and the utmost professionalism.

Services.

Your accounting falls within our expertise.

  • Financial accounting, annual and/or interim financial statements including evaluations and advice on your financial statements;
  • Accounts receivable and accounts payable management, order processing, plant bookkeeping;
  • Organisation and conceptual design of finances and accounting;
  • Budgeting, liquidity and financial planning;
  • Operational bookkeeping and cost accounting;
  • Setting up tools for financial management;
  • Consolidation in accordance with CO or Swiss GAAP FER;
  • Scanning and digital filing/archiving of accounts receivable, accounts payable, business files.

Our efficiency for your HR and personnel administration.

  • Personnel and payroll administration;
  • Employment law-related questions of every kind;
  • Handling payroll management;
  • Introducing an expenses policy;
  • Developing a personnel manual;
  • Assistance with the recruitment process;
  • Employee management.

We can reduce your tax bill and optimise your pension arrangements.

  • Preparing tax returns;
  • Representation in assessment and appeals procedures;
  • Analysing and optimising your tax structures;
  • Advice on special tax questions such as property gains and property transfer taxes, inheritance and gift taxes, special charge on capital payments etc.;
  • Support with international tax and social security insurance questions;
  • Planning and optimising your pension contributions and benefits;
  • Preparing an analysis of your pension provision;
  • Optimising your investment situation.

We also provide on site assistance.

  • Assumption of all accounting or parts thereof;
  • Preparation of annual and interim financial statements;
  • Cash and liquidity management;
  • Handling all work associated with HR and payroll administration;
  • Dealing with general administrative tasks;
  • Assumption of controlling functions;
  • ICS implementation;
  • Preparation of analyses and process optimisation measures;
  • Establishment and implementation of management and control systems.

To make life easier for you, we can act as your external Chief Financial Officer / Controller (eCFO).

  • Financial, operational bookkeeping and controlling;
  • Liquidity planning and monitoring;
  • Cost/benefits analysis;
  • Financial management cockpit;
  • Provision of advice, development and implementation.

SME succession/acquisition consulting.

  • Recording and coordination of objectives and needs of the enterprise and the persons involved based on a situation analysis;
  • Presentation of needs analysis for objective achievement including illustration of opportunities and risks based on various assessment criteria;
  • Support with the implementation and realisation of succession;
  • Support through coaching during and after the implementation of corporate succession.

New entrepreneurs / start-ups need look no further.

  • Preparation of formation files;
  • Performing accountancy services including personnel administration;
  • Preparing business and financial plans and financing;
  • Pension planning and devising optimal social security insurance solution.

Why Balmer-Etienne?

Independence

Sector focus

Web accounting

Everything under a single umbrella

Sparring partner

We are independent and assume entrepreneurial responsibility. This guarantees the continuity and sustainability of our advice.

We have in-depth industrial and business information, especially in the SME sector, and you will also benefit from our network (financial and business contacts).

Web accounting is the latest trend. We provide an individual, user-friendly online accounting service. You only pay for the services that you really need and have access to all data wherever you are.

If necessary we can count on our own interdisciplinary specialists.

We assume your financial management; planning, optimising and coordinating - holistically, proactively and promptly. We not only prepare the appropriate practice-oriented management and decision-making tools, we also assist you in dealing with left-field questions as a partner who can see the whole picture. This frees you to concentrate fully on your core competencies.

Why Balmer-Etienne

Independence

Sector focus

Web accounting

Everything under a single umbrella

Sparring partner

We are independent and assume entrepreneurial responsibility. This guarantees the continuity and sustainability of our advice.

We have in-depth industrial and business information, especially in the SME sector, and you will also benefit from our network (financial and business contacts).

Web accounting is the latest trend. We provide an individual, user-friendly online accounting service. You only pay for the services that you really need and have access to all data wherever you are.

If necessary we can count on our own interdisciplinary specialists.

We assume your financial management; planning, optimising and coordinating - holistically, proactively and promptly. We not only prepare the appropriate practice-oriented management and decision-making tools, we also assist you in dealing with left-field questions as a partner who can see the whole picture. This frees you to concentrate fully on your core competencies.