Fiduciary Service in Switzerland

Fiduciary

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Changing your trustee in Switzerland: the ultimate guide for SMEs

The comprehensive pillar guide to changing your trustee in Switzerland: 10 topic areas from legal basics to a successful handover – all clearly linked.

The First Month After the Change in Trustee: What Matters Now

Onboarding, software setup, initial transactions, and communication: The first month after switching trustees is crucial to long-term success.

Checklist: Documents You Should Have Ready When Changing Trustees

This checklist lists all the documents you need to ensure a smooth transition of trusteeship—from the commercial register to payroll master data.

Can you change trustees at any time? Legal questions explained in Switzerland

Notice periods, Swiss Code of Obligations, damages: Here are the legal issues you should be aware of regarding a change of trustee in Switzerland.

Changing Trustees for SMEs and Startups: What Entrepreneurs Should Keep in Mind

Growth, employees, VAT: SMEs and startups have specific needs when it comes to their accounting firm. Here’s what to look for when switching firms.

Too expensive, too slow, not digital enough? The most common reasons for switching trustees

Too expensive, too slow, not digital enough: The three most common reasons why Swiss SMEs switch accounting firms—and how modern providers are doing things differently.

How do I find the right trustee in Switzerland? The most important selection criteria

Qualifications, digitalization, industry, price, and chemistry: The key criteria for choosing the right fiduciary in Switzerland.

What happens to accounting, VAT, and the annual financial statements when changing accounting firms?

Make the switch while still keeping your accounting, VAT, and financial statements under control: Here’s exactly how the professional handover works.

Changing Trustees Without Chaos: How to Ensure a Smooth Transition

Worried about the effort and risk involved? Changing trustees is now a standard procedure. Here’s how to ensure a smooth transition in 5 clear steps.