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Have questions about our fiduciary services, corporate structuring, or financial advisory in Switzerland?
Our FAQ section provides answers to the most common questions regarding our services, processes, and how we support our clients’ financial and operational needs.

levier-fiscal-performant

Succès financier d'une personne ou d'une organisation

General

A fiduciary firm provides services such as accounting, tax compliance, payroll administration, financial reporting, and corporate advisory. At Financial Keepers, we support businesses and individuals with financial management, regulatory compliance, and strategic financial guidance in Switzerland.

We work with a wide range of clients, including:

  • Swiss SMEs (AG/SA and GmbH/Sàrl)

  • Foreign companies establishing a presence in Switzerland

  • NGOs, associations, and foundations

  • Commodity trading companies and financial structures

  • Entrepreneurs and self-employed professionals

  • Private clients, including expatriates and high-net-worth individuals

No. While our office is located in Geneva, we support clients across Switzerland and internationally. Many of our services are delivered through secure digital platforms.

Yes. We offer tailored fiduciary and accounting solutions based on the size, complexity, and specific needs of each client. Our approach is built on transparent pricing, clearly defined scopes of work, and long-term support.

Accounting & Financial Services

Our fiduciary services include:

  • Bookkeeping and financial accounting

  • Preparation of annual financial statements

  • VAT compliance and reporting

  • Payroll administration and HR support

  • Financial reporting and management dashboards

  • CFO advisory and financial performance monitoring

The cost of accounting services in Switzerland depends on the size of the company, the transaction volume, payroll complexity, and reporting requirements. At Financial Keepers, we offer transparent and tailored solutions adapted to startups, SMEs, international companies, and more complex structures.

Yes. We provide payroll services in Switzerland, including salary calculations, payslip preparation, social contribution administration, and payroll compliance. We also support companies with HR administration and employee-related reporting.

Yes. We use modern cloud-based accounting platforms, including Bexio, Wyzio, and Abacus, allowing our clients to access real-time financial data and collaborate efficiently with our team.

Yes. We help companies implement structured financial reporting, management dashboards, and performance monitoring tools to improve decision-making and transparency.

Company Formation & Corporate Services

Yes. Foreign entrepreneurs can open a company in Switzerland, subject to the applicable legal and administrative requirements. Financial Keepers supports international founders with company incorporation, structuring, compliance, and operational setup in Switzerland, including:

  • Creation of SA/AG or Sàrl/GmbH entities

  • Registration with the Swiss commercial register

  • VAT registration

  • Accounting and tax setup

A Swiss SA/AG is generally used for larger businesses or companies seeking greater flexibility in shareholding and investment, while a Sàrl/GmbH is often preferred by SMEs and entrepreneurs looking for a simpler corporate structure. We help clients choose the most appropriate legal form based on their business model, governance needs, and growth plans.

Yes. We regularly assist international companies establishing subsidiaries, branches, or representative offices in Switzerland, particularly in Geneva.

Yes. Our team advises on corporate structuring, governance frameworks, and fiduciary administration, ensuring compliance with Swiss legal and regulatory requirements.

Tax & Compliance

Yes. We assist companies and individuals with Swiss tax compliance and advisory, including corporate tax, VAT, and tax optimization strategies.

Yes. We assist companies with Swiss VAT registration, periodic VAT returns, and ongoing VAT compliance. We help ensure that businesses meet their obligations accurately and on time.

We continuously monitor developments in:

  • Swiss corporate law (CO/OR)

  • Swiss tax law (LIFD, LHID, VAT)

  • Swiss employment law (CBA, LET)

  • Accounting standards (Swiss GAAP FER, IFRS)

This ensures our clients remain fully compliant with Swiss regulations.

In Switzerland, a company may waive the appointment of an auditor through an opting-out if all shareholders agree and the company has fewer than 10 full-time employees on annual average. In this case, the company is not required to appoint a statutory auditor.

If these conditions are not met, the company is generally subject to a limited audit. An ordinary audit becomes mandatory if the company exceeds, for two consecutive financial years, two of the following thresholds: CHF 20 million balance sheet total, CHF 40 million annual turnover, or 250 employees.

In Switzerland, the audit requirement depends on the size and economic importance of the company. The Swiss Code of Obligations distinguishes between three situations: opting-out, limited audit, and ordinary audit.

Opting-out (no auditor)
Small companies may waive the appointment of an auditor if all shareholders agree and the company has fewer than 10 full-time employees on average. In this case, the company is not required to appoint a statutory auditor.

Limited audit (standard audit for SMEs)
If a company does not qualify for an opting-out, it is generally subject to a limited audit. This is a simplified review of the annual financial statements performed by an auditor, focusing on plausibility checks and key transactions rather than a full audit of internal controls.

Ordinary audit (full statutory audit)
A company must undergo an ordinary audit if, for two consecutive financial years, it exceeds two of the following thresholds:

  • CHF 20 million balance sheet total

  • CHF 40 million annual turnover

  • 250 full-time employees on average

This audit is more comprehensive and includes detailed testing and evaluation of the company’s internal control systems.

Contact & Consultations

We aim to respond to all enquiries within one business day (Monday–Friday). For urgent matters, please call us directly.
Yes. While our office is in Geneva, we serve clients across Switzerland and internationally. Most of our services can be provided remotely via our secure client portal.
Absolutely. Our team is fully bilingual (French/English), and we also have German-speaking advisors. We regularly support foreign companies and expatriates who prefer to work in English.
You can contact us by phone or email, or through our website contact form. We will quickly arrange an initial consultation to understand your needs and discuss how we can support you.

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