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DirectoryFinance & InsuranceFinancial ServicesRotkreuzHoldener Invest & Trade GmbH
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Holdener Invest & Trade GmbH

Summary

About the company

Holdener Invest & Trade GmbH provides fiduciary, accounting, tax, business advisory, and auditing services. The company also supports business formation, restructuring, succession planning, and the use of Microsoft Dynamics NAV software.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered
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6
Fiduciary Services
Fiduciary advisory services for small and medium-sized businesses as well as private individuals; individual support, analysis of complex issues, and development of tailor-made solutions.
Accounting and HR Administration
Bookkeeping, administration and controlling; financial accounting, accounts receivable and accounts payable, VAT returns, interim and annual financial statements, payroll administration and deputy arrangements.
Taxation
Tax planning and advice for individuals and legal entities, handling national tax law questions, VAT advice, tax returns and review of assessments.
Business and Corporate Consulting
Advisory services for setting up, restructuring, financing, buying and selling companies, business valuations, succession arrangements, and group financial reporting.
Auditing
Audit of the accounts of small and medium-sized enterprises under limited review by authorised auditors.
Microsoft Dynamics NAV Software
Commercial business software with hosting access for fiduciary clients; a flexible, fully integrated solution with extensive functions.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle54
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Schöngrund 32
6343 Rotkreuz

At a glance

Legal form
Limited Liability Company
UID
CHE-100.111.278
Founded
1998 · 28 years
Last commercial register change
November 16, 2021
Employees
1 to 10

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