How does outsourcing accounting work in practice?

The modern standard: digital collaboration

The days of physical file folders and monthly meetings are over. Today, collaboration with your fiduciary is predominantly digital—efficient, transparent, and available at all times. This modern way of working saves time, reduces costs, and gives you maximum flexibility.

Your personal accounting cockpit

Online platform as your hub

You get access to a professional accounting platform (such as Findea Online) that serves as a central hub for all accounting processes. This cloud-based solution gives you round-the-clock insight into your finances.

Intuitive customer dashboard

Your personal dashboard shows all relevant key figures at a glance: current liquidity, outstanding receivables, sales development, and important deadlines. You retain control over your finances at all times without having to do any bookkeeping yourself.

Mobile flexibility

Modern platforms offer app-based solutions for when you're on the go. Take photos of receipts directly with your smartphone and upload them immediately – no matter where you are.

The typical workflow

1. Receipt entry and transmission

Various upload options are available:

• Direct upload via the online platform
• Email forwarding to a dedicated address
• Smartphone app for photos of receipts
• Automatic bank data synchronization

Tip: Organize your receipts digitally as soon as you receive them. This saves time later and prevents important documents from getting lost.

2. Professional processing

Your fiduciary takes care of all accounting tasks:

• Categorization and posting of all business transactions
• VAT returns and timely submission
• Payroll accounting and social security registrations
• Accounts receivable management and dunning
• Accounts payable monitoring and payment proposals

3. Regular communication

Structured information exchange ensures quality:

• Automatic queries for unclear documents
• Monthly or quarterly evaluations
• Notifications of important deadlines
• Proactive advice on optimization opportunities

4. Transparent reporting

Comprehensive evaluations keep you informed:

• Business management evaluations (BWA)
• Liquidity overviews and cash flow forecasts
• VAT returns before submission
• Preparation of annual financial statements with key figure analysis

Personal service despite digitalization

Dedicated contact person

You will be assigned a dedicated contact person who knows your company and your specific requirements. This personal support ensures continuity and trust.

Flexible communication channels

Various contact options are available as needed:

• Email for written inquiries and documentation
• Phone for urgent questions
• Video calls for more complex meetings
• On-site appointments for special occasions

Consulting and sparring

Your trustee becomes your business consultant and supports you in strategic decisions, investment planning, and tax optimization.

Practical advantages of digital collaboration

Time savings

No time-consuming appointments for routine tasks. You concentrate on your core business while your accounting is handled professionally in the background.

Real-time transparency

Up-to-date overview of your company's situation at all times. You can make important decisions based on current figures.

Location

Work from anywhere: Whether in the office, at home, or on the go, your accounting is always available.

Automation

Recurring processes are handled automatically. This reduces errors and speeds up processing.

Data

Highest security standards

Professional providers work with bank-standard encryption methods and meet all GDPR requirements.

Regular backups

Automatic data backup protects against data loss and ensures availability at all times.

Access control

Role-based permissions ensure that only authorized persons have access to sensitive data.

Findea.ch: Digital efficiency at a fair price

At Findea.ch, you can get started from just CHF 145 per month (excl. VAT) access to a fully digital accounting solution with all the benefits described:

Your Findea benefits at a glance:

• Intuitive online platform with mobile access
• Personal contact person for all questions
• Transparent customer dashboard with real-time KPIs
• Automated processes for maximum efficiency
• Fixed-price model with no hidden costs

Onboarding: How to get started

Step 1: Initial consultation and setup

Your trustee analyzes your requirements and sets up the platform accordingly.

Step 2: Data transfer

Existing accounting data is professionally migrated and accounts are structured.

Step 3: Introduction and training

You receive personal instruction on the platform and all its functions.

Step 4: Ongoing operation

Regular collaboration begins with the first document upload.

Typical communication frequency

Ongoing support

• Weekly: Automated document processing
• Monthly: VAT returns and evaluations
• Quarterly: Comprehensive business reviews
• Annually: Annual financial statements and tax planning

As needed

• Immediate queries about unclear documents
• Strategic advice before important decisions
• Support in dealing with authorities

Conclusion on modern collaboration

Digital collaboration in outsourced accounting combines maximum efficiency with personal support. You benefit from professional expertise, modern tools, and maximum transparency—all at predictable costs. Investing in a digital accounting solution quickly pays off through time savings, error reduction, and better business management.