UTA Treuhand AG Frick

Those who want to be successful must act quickly and purposefully on many levels. This applies to entrepreneurs who have to hold their own in changing markets, to self-employed people who have to position themselves in terms of quality and quantity, to private individuals who want to secure their future and maintain their standard of living, and to local government, whose goal is to provide public services.

Consultants for trade, crafts, and commerce

The UTA GROUP can make a decisive contribution to the realization of your goals. In a complex world, interdisciplinary solutions are more important than ever. With a pool of specialized partners in the areas of fiduciary services, auditing, real estate, municipal consulting, and occupational pension provision, we work primarily in the canton of Aargau. Our clients come from a wide range of economic sectors: trade, services, crafts, and commerce. We respond to their diverse requirements with a comprehensive range of services.

Seize opportunities, exploit potential

Market and corporate strategy, finance, assets, taxes, accounting, law – many components interact and must be mastered with virtuosity. This is not always easy in a small or medium-sized enterprise, for a visionary self-employed person, or even in public administration. The UTA GROUP helps you maintain an overview and seize your opportunities.

Close to business, close to people

Our consultants are both generalists and specialists. In addition to comprehensive expertise, personal proximity and human values are also important. We focus on quality and sustainable partnerships.

The UTA GROUP: Because everything is interconnected and ultimately only one thing counts – your success.

Accounting

• Financial and operational accounting

• Profit and financial planning

• Accounts receivable and accounts payable, including payment transactions

Tax

• Short-, medium-, and long-term tax planning

• Tax burden comparisons

• Preparation of tax returns

Management consulting

• Consulting on financing, organizational, and personnel issues

• Support in creating business plans

• Design and implementation of management information systems for SMEs

VAT consulting

• Clarification of tax liability

• Organization with regard to VAT

• Instruction and training of employees with awareness of sensitive areas

• Definition of processes (import/export)

• Ongoing support

• Seminars

• Information about new developments

• Support with VAT audits

• Support in appeal proceedings

• Obtaining legally binding information from the FTA

Personnel administration/consulting

• Payroll accounting and social security statements

• Employee search and selection

• Personnel regulations, job descriptions, legal advice

Company valuations

• for succession planning

• for company sales

• in inheritance cases

Succession planning

• Consulting on succession planning

• Development of financing models

• Support in contract negotiations

Company formations/liquidations

• Advice on choosing the form of enterprise

• Formation and liquidation of corporations and partnerships

• Drafting pool agreements

Purchase and sale of SMEs

• Preparation of sales documentation

• Advice on purchase and sale negotiations

• Due diligence analyses and reviews

Domestic accounting

• Keeping accounts at the client's premises

Marriage and inheritance law, execution of wills

• Assistance in drafting marriage and inheritance contracts

• Personal, tax-optimized asset, pension, and financial planning

• Distribution of inheritance

Audits

• Auditing of corporations and employee benefit foundations

• Audits of foundations, associations, and federations

• Special audits

Real estate

Consulting/representation for building owners

• Support in project development

• Procurement of information and documents

• Management and supervision of construction projects

• Ensuring project organization

• Reviewing project processes

• Ensuring targets are met

• Ensuring budget compliance

Managing/administering

• Managing rental properties

• Managing condominiums

• Organizing building maintenance

• Organizing and supervising renovations and refurbishments

• Carrying out apartment handovers and takeovers

• Issuing rental agreements

• Implementing rent increases

• Preparing property accounts

• Preparing heating and utility bills

• Preparing annual accounts and budgets

• Offering rent calculations for owners

Real estate appraisals

• Preparing appraisal reports

• Valuation of residential and commercial properties

Sale/marketing

• Pricing and valuation of real estate

• Assessing the location (location marketing)

• Creating a marketing concept

• Assistance with and creation of sales documentation

• Advertising in local daily newspapers

• Organizing open house events

• Use of internet portals

• Viewing the properties with interested parties

• Price negotiations between the parties

• Checking and assisting with financing

• Preparing contracts and handling notary matters

Comunova

Municipal consulting

• Consulting for municipalities and public institutions in accounting, business organization, and marketing

• Comprehensive municipal analysis with recommendations

• Audits under the auspices of the finance commission

• Expert opinions on cost optimization

• Review and development of suggestions for improving operational processes

• Personnel consulting

• Image campaigns to promote public relations

Collective foundation

Employee benefits

• Consulting on all aspects of occupational pension plans

• Individual, customer-specific pension plans

• Executive insurance