Review and optimisation of bookkeeping
Complete review of all entries for accuracy and completeness
Annual financial statement for
AG, GmbH or sole proprietorship
Professional annual financial statements in Switzerland – tax-optimised, on time and 100% compliant. For SMEs, corporations, GmbHs and sole proprietorships in Zurich and across Switzerland.
Trustee Zug · Switzerland
Outsource bookkeeping and
entrust your annual financial statement to a trustee in Zug – secure, fast, tax-optimised
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Complete annual financial statement incl. notes
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Tax optimisation before closing the books
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Personal mandate lead
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Annual VAT reconciliation
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KPI analysis & advisory meeting
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Tax return preparation possible
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Support with audit & dividends
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Clear cost ceiling – no surprises
Google rating from our clients
- 150+
satisfied clients in Switzerland
completed annual statement after receiving documents
Our services
Annual financial statement with precision and perspective
The annual financial statement is not only a legal obligation but also a central management tool for your company. Triana Treuhand supports you with care and expertise – all from one source, from the first booking entry to the final balance sheet.
Review of payroll accounting
Control and reconciliation of all personnel costs and social security contributions
Annual VAT reconciliation
Correct VAT reconciliation and alignment with debtor and creditor accounts
Annual financial statement incl. notes
Preparation of balance sheet, income statement and full notes in accordance with Swiss CO
KPI analysis & advisory meeting
Analysis of the most important key figures and discussion with your mandate lead
Preparation of the tax return
Seamless transition from the annual financial statement to the corporate tax return
Support with the audit
Support and preparation of all required documents for the auditor
Dividend payment
Preparation of all required documents for legally compliant distribution
Does this sound familiar?
We know these situations from practice
Many companies face the same challenges. Do you recognise yourself?
Then you are in the right place.
Scope of services
What is included in the annual financial statement?
Our annual financial statement covers all legal requirements and goes beyond them – with personal advice and concrete tax optimisations.
Review of all bookings
Inventory and valuation of assets
Depreciation and provisions
Preparation of the income statement
Preparation of the balance sheet
Notes in accordance with the Swiss Code of Obligations (CO)
Annual VAT reconciliation
Tax optimisations before closing
KPI analysis and advisory meeting
Submission to the competent authorities
Review of all bookings
Inventory and valuation of assets
Depreciation and provisions
Preparation of the income statement
Preparation of the balance sheet
Notes in accordance with the Swiss Code of Obligations (CO)
Annual VAT reconciliation
Tax optimisations before closing
KPI analysis and advisory meeting
Submission to the competent authorities
Additionally on request
Preparation of the tax return, support with the audit, preparation of dividend payment and cash flow statement.
Process
Your annual financial statement in 6 steps – transparent and without surprises
1
Free & non-binding
Arrange an initial consultation
In the free initial consultation (approx. 30 min.), we analyse your current situation and your short- and long-term goals – by phone, video or in person in Zug.
2
Receive a personalised quote
Our experts estimate the work involved and prepare a detailed, transparent proposal with a cost ceiling based on your information – tailored to your company. Full cost transparency.
3
Digital possible
Sign the contract
You will receive a contract that you can conveniently sign online. Our service can be cancelled at any time.
4
Start closing the books
Your personal mandate lead reviews your bookkeeping, makes the necessary closing entries and contacts you directly with questions, optimisation proposals and comments.
5
Finalise the annual financial statement
You receive the provisional version of the annual financial statement, which you discuss with your mandate lead. There is no final version without your explicit approval.
6
Next steps
If required, we support you with the audit, prepare your tax return and provide all necessary documents for dividend payment.
Financial Statements · Zug · Switzerland
Hand over your annual statement.
Optimise taxes. Breathe easy.
More than 150 companies in Switzerland trust Triana Treuhand – become one of them.
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Our other services
FAQ
Frequently asked questions about annual financial statements
contact
Questions about our bookkeeping service?
Book a free initial consultation with us. Together, we analyse your requirements, processes and goals and show you how your annual financial statement can be organized digitally and efficiently for your company in Switzerland.
We take the time to understand your situation and develop a solution that fits your company — transparently and without obligation.
