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Accounting & Annual Financial Statements

 

Reliable accounting creates transparency, fulfils statutory obligations and provides the basis for sound business decisions. Köppel-Legal AG handles individual tasks or the complete financial administration for self-employed professionals, sole proprietorships, limited liability companies, public limited companies and SMEs.

We adapt the scope and collaboration to your processes – using Bexio or a suitable existing accounting system.

Ongoing accounting

We record business transactions promptly, organise documents and reconcile the relevant accounts. This keeps your financial position transparent at all times.

  • Client accounting on Bexio or your existing system
  • Recording business transactions and supporting documents
  • Reconciliation of bank, accounts receivable and accounts payable
  • Reviewing and organising accounting documents
  • Interim financial statements and ongoing reports
  • Preparation of tax declarations

Digital systems and processes

In addition to Bexio, we work wherever possible with the system that best suits your company. Clear responsibilities, efficient document flows and reliable data are decisive.

  • Setting up and organising digital workflows
  • Interfaces between documents, banking and accounting
  • Support with system changes or process optimisation
  • Clear handovers and transparent controls

Interim and annual financial statements

We carry out closing work, review the balance sheet and income statement, and prepare meaningful key figures and the basis for the tax return.

  • Interim and annual financial statements
  • Account reconciliations and closing entries
  • Provisions, depreciation and accruals
  • Review of balance sheet and income statement
  • Key figures and discussion of results
  • Preparation of the corporate tax return

VAT and taxes

VAT returns must be complete, accurate and submitted on time. We review turnover and input tax and advise on the appropriate accounting method.

  • VAT registration and VAT returns
  • Effective reporting method or net tax rate method
  • Taxable and exempt turnover
  • Reviewing input-tax deductions
  • Support with enquiries from the tax administration
  • Tax returns for companies and private individuals

Payroll and HR administration

We handle recurring payroll and personnel tasks discreetly and on schedule and coordinate the necessary notifications.

  • Payroll statements and salary certificates
  • Social insurance contributions and annual declarations
  • Employee entries and departures
  • Compensation offices and insurers
  • Advice on salaries and employer obligations

Budgeting, cost accounting and administration

Management reports make costs, profitability and liquidity visible. We create a sound basis for decisions and relieve you of administrative tasks.

  • Corporate budgets and liquidity planning
  • Budget-to-actual comparisons
  • Cost centres, cost units and profitability
  • Pricing calculations and optimisation potential
  • General administrative and organisational tasks

Request accounting or annual financial statements

Would you like to outsource your accounting, prepare annual financial statements or improve financial processes? Together, we define the appropriate scope of services and an efficient workflow.

Köppel-Legal AG is a certified Bexio fiduciary partner.

In addition to Bexio, we also use the following accounting software, among others: