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Your details

First and last name *

Company or registered name, if applicable

Address

Postcode and town

Canton, or country if you do not live in Switzerland

Email address *

Telephone *

Website, if applicable

Your profile

You are *

Private individualFrance–Switzerland cross-border workerSelf-employed / sole proprietorshipSàrl (limited liability company)SA (public limited company)AssociationFoundationAccounting firm / professional services companyOther

Your entity

Registered name

UID number (CHE-…)

Year of incorporation

Number of staff

Canton and municipality of the registered office

Registered for VAT

YesNoI don't know

If yes, accounting method

Effective methodNet tax rate methodFlat tax rate methodI don't know

Sector of activity

Which services would you like an offer for?

Several choices possible.

Services

Accounting & managementTaxCompany formationAudit & internal controlBusiness advisoryTraining & coachingFrance–Switzerland cross-border support

Accounting & management

Services required

Services required19

Full bookkeepingAccounting data entryBank reconciliationAccounts receivable / customersAccounts payable / suppliersInvoicingCash managementVAT returnsYear-end closingPreparation of the annual accountsMonthly or quarterly reportingDashboards and monitoring of indicatorsBudget and financial forecastsPayroll managementSocial insurance declarationsSalary certificatesTaking over or bringing existing bookkeeping up to dateSetting up new bookkeepingAccounting assistance or supervision

Other, please specify

Approximate number of accounting entries per month

Number of bank accounts

Number of business credit cards

Customer invoices per month

Supplier invoices per month

Number of employees

Accounting software currently used

Is your bookkeeping up to date

YesPartlyNoNew activity

Last financial year closed

Tax

The tax file concerns

A private individualA legal entity

Your situation as a private individual.

Service required

Service required6

Annual tax returnReview of a tax returnTax optimisationObjection or appeal against an assessmentReply to the tax authoritiesTax calculation or estimate

Other, please specify

Marital status

Number of dependent children

Your situation

Your situation13

EmployeeSelf-employed activity alongsideSeveral employersIncome from abroadReal estate in SwitzerlandReal estate abroadSecurities, shares, bonds or investment fundsCryptocurrencies or digital assetsHoldings in one or more companiesBank accounts abroadRental incomePensions or annuitiesGift or inheritance during the year

Other, please specify

Canton of taxation

Tax years concerned

Your situation as a self-employed person.

Services required

Services required7

Private tax return and self-employed activityDetermination of the taxable resultSchedules relating to the self-employed activityTax optimisationVATWithholding taxObjection or tax proceedings

Other, please specify

Particular features of the file

Particular features of the file10

Business real estateSecurities or investments held in the businessBusiness vehicleSalaried staffInternational activityTransactions in foreign currenciesInventorySignificant fixed assetsVATBusiness use of the home

Other, please specify

Your situation as a legal entity.

Service required

Service required11

Annual tax returnReview of a tax returnTax optimisationObjection or appeal against an assessmentReply to the tax authoritiesTax calculation or estimateVAT returnsWithholding taxTaxation of dividends and distributionsRestructuring or reorganisationInternational taxation

Other, please specify

Legal form

SASàrlCooperative companyAssociationFoundation

Special tax regime (holding company status, domiciliary company status or other historic cantonal status)

YesNo

Group structure

Standalone companyParent company with subsidiariesSubsidiary of a group

Approximate turnover, in CHF

Approximate balance sheet total, in CHF

Tax losses carried forward from previous years

YesNo

If yes, approximate amount in CHF

Shareholdings held (participation exemption)

YesNo

Outstanding shareholder loans or advances (thin capitalisation risk)

YesNo

Remuneration of executive bodies (excess salary issue)

SalaryDividendBoth

Buildings held

NoneIn SwitzerlandAbroadIn Switzerland and abroad

Tax years concerned

This is

A first engagement for this companyTaking over an existing engagement

Company formation

Your project

Your project7

Formation of a sole proprietorshipFormation of a SàrlFormation of an SAFormation of an associationFormation of a foundationConversion of a sole proprietorship into a companyI do not yet know which legal form to choose

Support required

Support required14

Choice of legal formFinancial analysis of the projectBusiness planProvisional budgetFinancing planIncorporation formalitiesCoordination with the notaryEntry in the commercial registerAHV/AVS registrationVAT registrationSetting up the bookkeepingAdministrative set-upTax advice relating to the formationEnd-to-end support

Other, please specify

Desired launch date

Planned activity

Number of founders or partners

Audit & internal control

Engagement required

Engagement required13

Limited statutory examination of the annual accountsContractual audit or reviewSpecific audit or one-off engagementLimited review of financial informationAudit of a particular area or processAnalysis of the internal control systemSetting up or improving the internal control systemRisk mappingProcess reviewFinancial controlsSupport in preparing for an auditSubcontracted audit work for a firm or accounting practiceTemporary reinforcement of an audit team

Other, please specify

Financial year concerned

Approximate turnover, in CHF

Approximate balance sheet total, in CHF

Number of employees

Number of sites or establishments

Sector of activity

Context

First year of auditChange of statutory auditorRecurring audit

Current statutory auditor

Desired date of intervention

Report deadline

Bookkeeping handled

In-houseBy an accounting firmOther

Annual accounts already prepared

YesNo

The company's situation

Is there a capital loss within the meaning of art. 725a para. 1 CO?

YesNoI don't know

If yes, is this an engagement within the meaning of art. 725a para. 2 CO — a limited statutory examination mandatory for a licensed auditor despite the opting-out?

YesNoI don't know

Is the company over-indebted within the meaning of art. 725b CO?

YesNoI don't know

Are there one or more outstanding subordination agreements (debt postponements)?

YesNoI don't know

If yes, amount in CHF

Did the previous statutory auditor resign?

YesNoNot applicable

If yes, briefly explain why

Did the previous audit report include qualifications or remarks?

YesNoNot applicable

Was there a refusal to issue the report or a decision not to accept the engagement by the previous auditor?

YesNoNot applicable

Are there any factors calling into question the company's ability to continue as a going concern?

YesNoI don't know

Has the company benefited from restructuring measures (composition moratorium, debt moratorium)?

YesNo

Are there any significant ongoing disputes or judicial or tax proceedings?

YesNo

Are there any significant transactions with related parties (shareholders, companies within the same group)?

YesNo

Do you authorise the lifting of professional secrecy to contact the previous statutory auditor?

YesNo

Date of the last general meeting that approved the accounts

Business advisory

Type of support sought

Type of support sought17

Financial analysisImproving profitabilityAnalysis of costs and marginsCash managementBudget and forecastsDashboards and indicatorsFinancial and administrative organisationProcess optimisationSetting up internal proceduresRisk managementInternal controlSupport for managementDecision-making supportRestructuring or reorganisationAnalysis of an investment projectBusiness planOne-off support or external expertise

Other, please specify

Your need or the issue you are facing

Training & coaching

You are looking for

You are looking for8

Individual trainingTeam trainingIn-company trainingWorkshopIndividual coachingCoaching for executives or entrepreneursTalk or conferenceTailored training

Other, please specify

Topic

Topic11

AccountingCorporate financeReading and understanding financial statementsTaxAudit and statutory examinationInternal controlFinancial management for entrepreneursBudget and cash flowCompany formationManagement and organisationProfessional careers in Switzerland

Other, please specify

Specify the type of training or coaching sought

Number of participants

Planned duration

Format

In personOnlineEither is possible

France–Switzerland cross-border worker

Your current situation

I am planning to become a cross-border workerI am already a France–Switzerland cross-border workerI have just found a job in SwitzerlandI am currently looking for a job in SwitzerlandI would like to move to Switzerland

Other, please specify

Canton of employment, if you are already a cross-border worker

Canton or department of residence

Since which year have you worked in Switzerland

Support required

Support required17

Understanding my cross-border statusFrance–Switzerland taxationSwiss tax returnUnderstanding France–Switzerland taxationHealth insurance and choice of systemSalary and understanding a Swiss payslipSwiss pension provision and the second pillarJob search in SwitzerlandCV adapted to the Swiss marketCover letterInterview preparationAnalysis of a Swiss job offer or contractSalary negotiationUnderstanding the Swiss labour marketAdministrative formalities on arrivalSetting up a self-employed activity in SwitzerlandEnd-to-end support in becoming a cross-border worker

Other, please specify

Your situation and your objective

Your request

Your situation and what you expect from our support *

Desired deadline

Specific deadline, if applicable

This is

A one-off needOngoing supportI do not know yet

Do you work with an accounting firm or another provider

YesNo

If yes

I would like to change providerI am looking for a complementary serviceI would like a second opinion

Documents

You may attach whatever helps assess your request: latest annual accounts, tax return, assessment, commercial register extract, budget, job offer, contract. At this stage, send only what is necessary to prepare the offer.

Your documents

PDF, images, Word, Excel. 10 MB in total. Your documents are kept for no more than fourteen days, the time needed to prepare the offer, then deleted.

How would you like to proceed?

How would you like to proceed

Receive an offer or a fee estimateBe contacted to clarify my needBook an appointment for a first analysis

Preferred means of contact

EmailTelephoneVideo call

Possible time slots or availability

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