The core activity of Exxpert.ch is the provision of fiduciary services, particularly the management of finances and the preparation of financial reports for companies. This also includes services such as onboarding, accounting, tax consulting and financial planning. The company uses modern technologies, such as a specialized software tool, to manage and monitor the financial processes of its clients.
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Industry:Fiduciary Offices
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Bookkeeping, preparation and review of financial statements, year-end closing, VAT registration and control of quarterly or semi-annual VAT returns.
Outsourcing back office
Monitoring and entry of accounting documents, payment of supplier invoices, bank reconciliations and related administrative management tied to accounting.
Client onboarding and compliance
Integration of new clients in seven steps, needs analysis, planning, setup, VAT validation, payroll implementation and final verification.
Tax advisory
Tax declarations for individuals and legal entities, tax correspondence, ruling procedures and other tax matters.
Payroll management
Set-up of payroll, compliance of payroll accounting, notices to social institutions and monitoring of procedures related to the change of fiduciary.
Administrative support and accounting set-up
Provision and configuration of the accounting software, requests for e-banking access, election of domicile, mail management and technical follow-up of the accounting tool.
Financial planning and reporting
Consolidated financial statements, financial dashboard, margin analysis, quarterly and annual budgets, cash forecast and cash flow statements.
Accounts receivable and accounts payable management
Recording of invoices, creditor-debtor module, management of payment terms, e-banking payments, reminders and debt collection proceedings.
Business consulting
Support with financing, liquidation, restructuring, sale and business valuation.
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