balli & partner treuhand ag (Matten b. Interlaken)

Whether company start-ups or succession, we support our clients in all entrepreneurial as well as private issues. Our company structure is such that our clients are always directly supported by a company owner. This guarantees a sustainable cooperation. In our consultations, the focus is on the individual.

We are pleased to present you an overview of the services offered by balli und partner treuhand ag (bpt-ag) in Matten near Interlaken.

Your balli & partner treuhand team

Our services:

Accounting services

• Organization and setting up of accounting and related areas
• Keeping the accounts at the client's domicile or internally
• Completion of all settlements for the social security system and tax authorities
• Preparation of financial statements, preparation of balance sheet and profit and loss analyses with reporting
• Preparation of budget, financial and liquidity plans
• Implementation of systems for monitoring the financial development of the business

Audits

• Execution of the mandate as auditors of stock corporations, limited liability companies and cooperatives
• Mandatory audits according to rev. OR in case of incorporations and capital reductions
• Expert opinions on bookkeeping and accounting issues
• Accredited auditor RAB (Swiss Audit Oversight Authority)

Verwaltungen

• Management and leasing of real estate
• Control and supervision of rent payments
• Keeping of real estate accounts
• Assistance in purchase and sale
• Supervision of building consortia

Taxes

• Consulting in all matters of tax law, incl. value added taxes
• Individual tax planning for companies and individuals
• Preparation of tax declarations and reclaims of withholding taxes
• Review of tax assessments and tax invoices
• Negotiations with tax authorities and filing of appeals
• Advice on company formations, reorganizations and liquidations

Consultations

• Advice on company formations, transformations, reorganizations and sale of businesses
• problem solving in the field of accounting
• Valuation of companies as a whole, of shares and company shares
• Economic analyses
• Assistance in the conclusion of social insurance contracts
• Assistance in the search and selection of employees
• Succession planning