Treuhand Lehmann AG

We specialize in providing support services to SMEs that focus on their core business and do not maintain their own comprehensive administration.

Thanks to our many years of experience in this sector, our flexibility, and our motivated approach, we can respond quickly and competently to your wishes and needs. We also prepare you for the future in the face of market changes.

Fiduciary

Regulatory requirements for accounting and taxation are constantly changing and becoming increasingly complex. We provide expert support in all areas of finance and accounting, allowing you to concentrate on your core competencies. By taking over your accounting or parts of it, we can relieve you of all the associated administrative work. Flawless accounting forms the basis for future planning of company development and tax optimization.

 

Our finance and accounting services cover the following areas

• Accounting, including financial statements
• Accounts receivable and accounts payable with dunning and collection
• Payroll accounting, including insurance and social security calculations
• Preparation of interim and annual financial statements
• Preparation of consolidated annual financial statements
• Financial statement consulting
• Introduction of accounting in accordance with Swiss GAAP FER
• Financial controlling

Tax

Comprehensive tax consulting is the basis for optimal planning of corporate success, succession planning, retirement provision, and private asset development.

Our tax consulting services focus on

• Direct taxes for natural persons
• Direct taxes for legal entities
• Value added tax
• Withholding taxes
• Stamp duty
• Real estate gains tax

Tax representation / fiscal representation in Switzerland

The revision of the VAT Act on January 1, 2018, will result in stricter tax obligations. From January 1, 2018, foreign entrepreneurs will be liable for tax in Switzerland from the first franc of taxable turnover, provided they generate more than CHF 100,000 in taxable turnover worldwide per calendar year.

 

Our services

• Clarification of tax liability
• Handling of registration
• Advice on the choice of accounting type or method
• Preparation of quarterly or semi-annual VAT returns
• Preparation of annual sales and input tax reconciliation
• Ensuring the formally and materially correct application of VAT
• Ensuring and complying with recording/retention obligations
• Contact person for inquiries from the Federal Tax Administration
• Support during VAT audits by the Federal Tax Administration

Customer benefits

Our competent employees provide you with efficient, high-quality support in all areas of VAT-related work, ensuring that VAT is handled correctly and optimized. We can also support your company in other areas of business (tax and business consulting, auditing).

Auditing

The audit of a company's accounting and annual financial statements examines the regularity of the bookkeeping and the accounting principles in accordance with legal requirements. A good audit increases the quality of the annual financial statements and can provide impetus to review, improve, and make business processes and control systems more secure. We have been certified as auditors in accordance with revised stock corporation law by the Swiss Federal Audit Oversight Authority (FAOA). Our company is therefore authorized to carry out all audits required by law.

We tailor our audit procedures to the size and risk profile of your company to ensure that the audit is carried out efficiently. By complying with the auditing standards prescribed by the industry association, we guarantee a high-quality audit from planning to reporting.
 

The auditing division covers the following key areas of auditing

• Ordinary and limited audits for all companies under stock corporation and private law
• Audits of foundations and employee benefit plans
• Auditing and implementation of internal control systems (ICS) in accordance with the new stock corporation law regulations
• Audits in accordance with Swiss GAAP FER 21 for non-profit companies
• Audits of consolidated financial statements
• Other statutory audits, such as formation audits, audits in connection with restructuring under the Merger Act, capital increase and capital reduction audits
• Special audits
• Review

Business consulting

You want to change – we can help you do so. Constant change in the economic environment or upcoming succession arrangements require adjustments to structures, processes, and systems. Addressing the future development of a company at an early stage can be an important factor for success.

 

Our consulting services focus on

• Start-ups / Restructuring
• Mergers
• Reorganizations and liquidations
• Succession planning
• Investment planning and company valuation
• Introduction of internal control systems (ICS) based on new legal requirements
• Support for conducting risk assessments based on new legal requirements

 

Our activities in business consulting are practice-oriented and depend on the problems, needs, and possibilities of the company or entrepreneur.

We work closely with you to develop solutions tailored to your needs. In doing so, we draw on our extensive and long-standing experience.

Online services

pebe smart:

Especially in today's world, where digitization and automation can be decisive competitive advantages, we are pleased to present pebe smart, a web-based software that is hard to beat in terms of simplicity. pebe smart is the ideal office software for small businesses, startups, and the self-employed. It optimally supports collaboration with us, as bookings from pebe smart can be easily imported into our accounting software pebeFINANCE.
With pebe smart, you can write your first invoice in minutes. Receipts are simply scanned using a smartphone app and assigned to an expense category. Bank transactions can also be imported efficiently via CSV.

Remote access:

You can choose how often you want to record and send receipts. Daily, monthly, or irregularly. Anything is possible—you decide. Where there used to be long distances between interfaces, we are now directly connected with remote access. All data is transferred via the internet in encrypted form. At any time. We work with the same data, so you can divide up the work however you want. IP cloud.

bexio:

With bexio, you have everything you need to successfully run your small business. With centralized customer management, order processing, and simple accounting, you have everything at a glance. From quote to invoice in just a few clicks. Manage projects and bill for time conveniently. Upload receipts with the scanner app even when you're on the go and post them immediately. Bexio gets your business in top shape and makes your life easier. Bexio helps you send reminders, reconcile your bank accounts, and manage your accounting. bexio.com