Its services cover financial and management accounting, tax and pension planning, payroll administration, auditing, business consulting, corporate formation, restructuring, succession planning, M&A and real estate advisory. Expertinum also has experience supporting expatriates and international clients with Swiss tax and financial requirements.
The firm combines traditional fiduciary expertise with a strong focus on digital transformation, using platforms such as Abacus and other digital accounting solutions to improve efficiency and client service. Its stated approach is personal, targeted and comprehensive, with an emphasis on helping businesses achieve sustainable long-term success.
Expertinum AG’s main specialisms are:
- Financial & Management Accounting
Supporting businesses with financial accounting, annual accounts, reporting and management information, helping clients maintain accurate and useful financial data. - Tax Advisory & Tax Planning
Advising companies and individuals on Swiss taxation and tax planning, including tax returns and structuring of financial and business affairs. - Pension & Retirement Planning
Providing advice on pension and financial planning, helping clients make informed decisions around long-term financial security. - Business Consulting
Advising SMEs on business and financial matters, including business formation, restructuring, succession and other strategic projects. - Audit & Assurance
Providing auditing and related assurance services as part of its broader fiduciary offering. - Payroll & HR Administration
Managing payroll and related personnel administration, helping businesses handle recurring employment and salary processes efficiently. - Company Formation & Restructuring
Supporting entrepreneurs and established businesses with company formations, organisational changes and restructuring projects. - Business Succession
Advising business owners on succession planning and the transfer of businesses, including the financial and tax considerations involved. - Real Estate Fiduciary Services
Expertinum's registered business purpose includes real-estate management and transactions, making property-related fiduciary work another area of expertise. - Digital Accounting & Process Optimisation
The firm places particular emphasis on digital transformation and automation, using platforms including Abacus, bexio and Sage to modernise accounting and fiduciary processes.
