How FibuMaxRat works with small companies

Client onboarding and accounting assessment

We begin each engagement with a concise onboarding that documents the client's legal form, accounting software, current chart of accounts and recurring processes. The assessment identifies immediate efficiency gains, compliance gaps and practical steps to stabilize bookkeeping operations. Deliverables include a prioritized action list and a proposed month-end checklist tailored to the client's needs.

Onboarding typically includes review of previous year-end records, sample payroll and VAT handling to ensure a clear plan for the first 90 days of work.

Bookkeeping workflows and software alignment

FibuMaxRat aligns bookkeeping workflows to the client's software and operational rhythm. This can include setting up templates for recurring transactions, standardizing item coding and implementing simple controls to reduce manual errors.

• Chart of accounts refinement to Swiss standards
• Bank and supplier reconciliation protocols
• Automation opportunities with common accounting platforms

Our recommendations prioritize solutions that lower administrative burden while preserving the quality of records required for tax filing and business oversight.

Month-end processes and business reporting

Month-end is focused on producing reliable management figures: reconciliations, accruals, VAT reporting and a short management summary highlighting cash position and outstanding items.

We supply concise templates and review cycles so the owner or designated staff can complete month-end tasks consistently, with optional advisor review for first months.

Tax and year-end preparation

Year-end and tax preparation are handled with attention to deadlines and documentation. We prepare the bookkeeping to meet auditor and tax authority expectations and compile supporting schedules to streamline the formal closing.

Where applicable, we coordinate with external tax advisors or auditors to ensure a smooth handover and clear explanations of accounting positions.

Audit-ready records and tidy fiscal closing

Our work emphasizes transparent record-keeping and traceable entries so tax assessments and audits can be addressed efficiently.

Advisory sessions and cash-flow planning

Advisory sessions focus on cash-flow projections, cost control and practical budgeting. We present scenarios based on current records and help owners evaluate options for short-term funding or expense optimization.

Recommendations are actionable and tied directly to the bookkeeping outputs, allowing owners to see the impact of operational choices on cash and fiscal position.

Compliance, documentation and audit readiness

Compliance involves maintaining appropriate supporting documentation, clear VAT handling and retention policies aligned with Swiss regulations.

• Document retention guidance
• VAT process checks and validation
• Support for information requests from authorities

These measures reduce risk and simplify responses should questions arise from tax authorities or auditors.

Ongoing support and training

FibuMaxRat offers ongoing support packages and on-demand advisory hours. We also provide targeted training for staff responsible for daily bookkeeping to embed improved routines.

Training sessions are practical, software-focused and tailored to the tasks staff perform, enabling sustainable improvements in record quality.