Fincept
Fincept
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Fincept
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Our services

We offer a full range of customized financial services to meet your specific needs

For companies

Tailored services to meet your business needs

For companies, our services include on-demand CFO assistance, accounting support, audit services, business transfer and M&A advice, tax, and financial digitalization support.

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CFO on-demand

Outsourced financial management

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Fiduciary & accounting expertise

Tailored accounting management

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Business transfers & M&A

Support throughout the life cycle of your company, from creation/acquisition to transfer/liquidation

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Audit

Ordinary/limited audits and other verifications

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Tax

Tax consulting and management of tax and VAT returns

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Financial digitalization

Consulting and support in the digitalization of financial processes

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For individuals

Fiduciary services designed for individuals

We provide individuals with a full suite of services, including tax expertise and customized solutions.

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Tax expertise

Preparation of tax returns and assistance with tax-related matters

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Personalized services

Tailor-made services to meet your specific needs

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CFO on-demand

  • Missions d’intérim ou accompagnement régulier en tant que CFO
  • Développement et mise en place de la stratégie financière
  • Analyse financière et des processus
  • Développement et mise en place de tableaux de bord et outils de gestion
  • Aide au choix des systèmes informatiques de gestion
  • Analyse de rentabilité ainsi que des flux de trésorerie
  • Établissement et mise à jour de budgets et planification financière
  • Établissement de reportings réguliers, présentation des résultats financiers à la direction et/ou aux investisseurs, etc.
  • Coordination des travaux des auditeurs
  • Support externe pour les levées de fonds
  • Autres travaux en fonction des besoins

Fiduciaire & expertise comptable

  • Tenue de la comptabilité financière (mensuelle, trimestrielle, semestrielle ou annuelle)
  • Tenue de comptabilité analytique et annexes (débiteurs, fournisseurs, stocks, etc.)
  • Traitement des salaires et des assurances sociales
  • Gestion de la trésorerie
  • Établissement des états financiers intermédiaires et annuels, selon le Code des obligations, les Swiss GAAP RPC ou IFRS
  • Établissement des comptes consolidés
  • Établissement de budgets et business plan
  • Autres expertises comptables

Transmission d’entreprise & Fusion-acquisition

  • Accompagnement durant le processus de : création, acquisition, cession, transmission et liquidation d’entreprise
  • Travaux de due diligence d’acquisition ou de vente
  • Évaluation d’entreprises
  • Soutien dans la restructuration financière
  • Évaluation et gestion des risques

Révision

  • Contrôles ordinaires et restreints
  • Révision de collectivités publiques, d’associations et de fondations
  • Autres vérifications (ex. fondation, augmentation du capital, etc.)

Fiscalité

  • Planification et simulation fiscale
  • Établissement de la déclaration d’impôt annuelle
  • Établissement des déclarations TVA
  • Autres travaux en fonction des besoins

Digitalisation financière

  • Accompagnement et conseils dans la digitalisation financière
  • Dématérialisation des documents administratifs et comptables
  • Accès à la comptabilité à distance

Expertise fiscale

  • Établissement de vos déclarations d’impôts
  • Assistance pour vos questions fiscales
  • Représentation professionnelle auprès des autorités fiscales
  • Gestion et administration des successions

Services personnalisés

  • Autres services afin de répondre à vos besoins spécifiques

CFO on-demand

  • Interim assignments or regular support as CFO
  • Development and implementation of financial strategy
  • Financial and process analysis
  • Development and implementation of dashboards and management tools
  • Assistance with selecting management information systems
  • Profitability and cash flow analysis
  • Budget preparation and financial planning
  • Preparation of regular financial reports, presentation of financial results to management and/or investors
  • Coordination of audit work
  • External support for fundraising activities
  • Additional services based on specific needs

Fiduciary & accounting expertise

  • Financial accounting (monthly, quarterly, semi-annual, or annual)
  • Analytical accounting and supplementary services (accounts receivable, accounts payable, inventory, etc.)
  • Payroll and social insurance processing
  • Treasury management
  • Preparation of interim and annual financial statements in accordance with the Swiss Code of Obligations, Swiss GAAP FER or IFRS
  • Preparation of consolidated financial statements
  • Budget and business plan preparation
  • Other accounting services as needed

Business transfer & M&A

  • Support during the business creation, acquisition, sale, transfer and liquidation process
  • Buy-side or sell-side due diligence 
  • Business valuation 
  • Support for financial restructuring
  • Risk assessment and management

Audit

  • Ordinary and limited audits
  • Audit services for public entities, associations, and foundations
  • Other verification services (e.g. foundation, capital increase, etc.)

Tax

  • Tax planning and simulation
  • Preparation of annual tax returns
  • Preparation of VAT filings
  • Additional services based on specific needs

Financial digitalization

  • Support and advisory services for financial digitalization
  • Digital archiving of administrative and accounting documents
  • Remote access to accounting

Tax expertise

  • Preparation of tax returns
  • Assistance with tax-related questions
  • Professional representation with tax authorities
  • Succession management and administration

Personalized services

  • Other services to meet your specific needs
Fincept
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