Start & run# Accounting expertise
that saves you time.

Bookkeeping, VAT, payroll, year-end closing, audit, tax advice: your fiduciary in Geneva takes care of 100% of your administration. You keep the big picture, we handle the figures.

[Discover our offers](#offres) Book a meeting

500+

clients supported

1

single point of contact

20+

areas of expertise

7+

languages spoken

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Free quote No obligation

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## Taxation and tax advice

Understanding and managing Swiss taxation is a real challenge for companies, executives and self-employed professionals. **Helvate** supports you in planning, managing and optimising your tax situation, with solutions suited to your business and in compliance with applicable legislation.

- Advice on profit, capital, income and wealth taxes
- Tax, wealth and succession planning, particularly during restructurings or business transfers
- Tax optimisation for companies and their executives, including intercantonal and international situations
- Support and representation during tax audits and in your dealings with the tax authorities

Talk to an expert

Free quote No obligation

![VAT](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-tva.svg)

## VAT: Calculation, reporting and compliance

VAT requires rigorous management, from determining whether you are liable to filing your returns with the Federal Tax Administration. **Helvate** supports you in managing your VAT obligations, choosing your reporting method and handling domestic or cross-border situations.

- Preparation and review of your VAT returns, according to your reporting period
- Analysis of your reporting method, particularly the effective method or the net tax rate method
- Management of cross-border VAT issues, particularly e-commerce, marketplaces and imports
- Assistance during VAT audits and in your dealings with the FTA, within the scope of the mandate entrusted to us

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Free quote No obligation

![FID](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-fid.svg)

## Fiduciary and accounting services

**Helvate** manages your accounting with rigour and precision: recording transactions, matching accounts, bank reconciliations and closing entries. Structured, monitored and accessible accounts, so you can steer your business with a clear view of your figures.

- Entry, matching and categorisation of transactions, with optimised and automated processes
- Thorough bank reconciliations, for reliable and regularly reviewed accounts
- Dashboard and periodic reporting, to track your key financial indicators
- Personalised accounting support, with a dedicated contact for your business

Talk to an expert

Free quote No obligation

![GCS](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-gcs.svg)

## Social contributions management

**Helvate** takes care of your entire payroll and social security administration: preparing payslips, calculating AVS, AI, APG, AC, LPP, LAA and IJM contributions, and preparing statements as well as annual salary certificates. Structured and rigorous management, so you stay up to date with your social security obligations.

- Preparation of payslips, with accurate processing suited to your organisation
- Calculation and management of social contributions (AVS, AI, APG, AC, LPP, LAA and IJM), according to your situation
- Preparation of statements and annual salary certificates, in line with applicable deadlines
- Electronic transmission via Swissdec

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Free quote No obligation

![CR](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-cr.svg)

## Income statement and annual closing

**Helvate** handles your annual closing with rigour and precision, according to the accounting framework applicable to your company: the Code of Obligations (CO), Swiss GAAP FER or IFRS for the entities concerned. We prepare your annual financial statements and the documents required for their presentation and approval.

- Annual balance sheet and income statement, prepared according to the applicable accounting framework
- Notes to the financial statements, in line with the requirements of the CO, Swiss GAAP FER or IFRS, depending on your situation
- Management report and proposal for the appropriation of earnings, where required
- Preparation of documents for the general meeting, with a structured and complete file

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Free quote No obligation

![DI](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-di.svg)

## Tax return and tax management

Taxation requires rigour, precision and strict adherence to deadlines. **Helvate** supports you in preparing and monitoring your tax obligations, for individuals, self-employed professionals and companies, taking care to identify the deductions and optimisation opportunities provided for by law.

- Tax returns for individuals and legal entities, taking into account the specific features of your situation
- Analysis of tax-deductible expenses and deductions, particularly professional expenses, 3rd pillar contributions and LPP buy-ins
- Calculation and monitoring of provisional instalments, including deadlines and extension requests
- Review of tax assessments and handling of any necessary objections or corrections

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Free quote No obligation

![AUDIT](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-audit.svg)

## Financial audit and review

**Helvate** coordinates your audit needs with licensed auditors and specialised partners, according to the legal requirements and the complexity of your organisation. We prepare the audit file, centralise communications and coordinate with the parties involved to streamline the entire process.

- Ordinary or limited statutory audit, according to the requirements of the Code of Obligations
- Group audit and consolidation work, particularly in environments subject to IFRS
- Preparation and centralisation of the audit file, with coordination of exchanges and supporting documents
- Follow-up on recommendations and corrective measures, to support the implementation of identified actions

Talk to an expert

Our packages## Monthly packages, with no surprises

Choose your profile: the package adapts to the size of your business.

Self-employed 1 to 5 employees 6 to 15 employees 15+ employees

### Basic

The essentials to keep your bookkeeping in order.

CHF 49.- / month excl. VAT

Up to 1,200 entries per year

Talk to an expertWhat's included:

- Simple bookkeeping without VAT

Recommended### Essential

Integrated bookkeeping and administrative management.

CHF 199.- / month excl. VAT

Up to 1,200 entries per year

Talk to an expertWhat's included:

- Bookkeeping with VAT
- Payroll management
- Social security contributions management
- Balance sheet & income statement
- Tax return

### Basic

For small businesses just starting out.

CHF 149.- / month excl. VAT

Up to 1,200 entries per year

Talk to an expertWhat's included:

- Simple bookkeeping without VAT

Recommended### Essential

Integrated bookkeeping and administrative management.

CHF 324.- / month excl. VAT

Up to 1,200 entries per year

Talk to an expertWhat's included:

- Bookkeeping with VAT
- Payroll management
- Social security contributions management
- Balance sheet & income statement
- Tax return

### Premium

Advanced oversight and enhanced compliance.

CHF 647.- / month excl. VAT

Up to 1,200 entries per year

Talk to an expertWhat's included:

- Essential plan services
- Reporting
- Audit

### Basic

A solid foundation for growing teams.

CHF 249.- / month excl. VAT

Up to 1,200 entries per year

Talk to an expertWhat's included:

- Simple bookkeeping without VAT

Recommended### Essential

Integrated bookkeeping and administrative management.

CHF 524.- / month excl. VAT

Up to 1,200 entries per year

Talk to an expertWhat's included:

- Bookkeeping with VAT
- Payroll management
- Social security contributions management
- Balance sheet & income statement
- Tax return

### Premium

Complete financial visibility with integrated audit.

CHF 847.- / month excl. VAT

Up to 1,200 entries per year

Talk to an expertWhat's included:

- Essential plan services
- Reporting
- Audit

### Custom offer

Let's discuss your needs and build a fully tailored offer.

Talk to an expert

Monthly packages excl. VAT (8.1%).

Have any questions?## FAQ - Accounting services

What does Helvate's bookkeeping include?  Recording and categorising your entries, account matching, bank reconciliations and year-end closing entries. With our Premium plans, you also get a real-time dashboard and monthly reporting, giving you a clear, up-to-date view of your business. Your Helvate client area is included in all our plans, so you can keep your documents in one place and easily follow your accounts.

Do you handle VAT, including international VAT?  Yes. We prepare your quarterly or half-yearly VAT returns, assess which reporting method best suits your situation (effective method or net tax rate method, depending on the applicable conditions) and support you with cross-border VAT issues: e-commerce, marketplaces, imports and international transactions. In the event of an audit by the Swiss Federal Tax Administration (FTA), we also prepare the documentation and handle correspondence with the authorities, within the scope of our engagement.

Do you handle payroll and social security contributions?  Yes, end to end: preparing payslips, calculating and managing AVS, AC, LPP, LAA and IJM contributions, and preparing annual salary certificates. We also prepare and submit social security returns in line with the applicable deadlines. If your payroll software is Swissdec-certified and compatible, submissions can be made directly to the relevant bodies.

Which package is right for my business?  The right package depends on your status, the size of your business and your accounting and reporting needs: self-employed, 1 to 5 employees, 6 to 15 employees or more than 15 employees. Depending on your profile, up to three levels of support are available - Basic, Essential and Premium - with services ranging from bookkeeping and day-to-day management to financial reporting and, depending on the package, support with statutory audits. For businesses with more than 15 employees, we build a tailor-made offer with you. Details of the services and prices for each profile are shown in the packages menu above.

Can I switch from my current fiduciary?  Yes. Helvate manages the transition from your current fiduciary, in coordination with everyone involved. We retrieve your chart of accounts, opening balances and everything needed to take over your accounting, ensuring a structured and smooth handover. Depending on the complexity of your case and the availability of documents, the switch can generally be completed within one to two weeks.

Do you also coordinate audits?  Yes. Helvate coordinates your ordinary or limited audit needs with licensed auditors, in line with the applicable requirements of Art. 727 and 727a of the Swiss Code of Obligations (CO). We prepare and centralise the audit file, facilitate communication with the auditor and follow up on any recommendations and corrective measures identified at the end of the engagement.

Free accounting review## An expert reviews
your current accounts.

We go through your accounting file and identify the tax optimisations and time savings available to you. Free, confidential, with no obligation.

- Free handover
- Tax optimisation
- Real-time reporting

Thank you! Your request has been noted — a Helvate advisor will get back to you shortly.

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[+41 22 342 55 55](tel:+41223425555) [contact@helvate.ch](mailto:contact@helvate.ch)
