Fiduciary in Switzerland: Everything You Need to Know
A fiduciary supports companies in their accounting, tax and administrative management. Here's how to choose the right one.
Services Offered by a Fiduciary
Accounting and Bookkeeping
- Entry of accounting documents
- Preparation of annual accounts
- Accounting closing
Tax Consulting
- Tax returns (IFD, ICC, VAT)
- Tax optimization
- Representation before authorities
Administrative Management
- Salaries and social charges
- AVS/LPP affiliation
- Insurance management
Legal and Strategic Consulting
- Company creation
- Choice of legal status
- Acquisitions and transfers
Average Fiduciary Rates in Switzerland (2025)
Bookkeeping: CHF 150-300/month Annual closing: CHF 800-2,000 Tax return: CHF 500-1,500 Payroll management: CHF 80-150/salary/month Hourly consulting: CHF 150-250/h
Annual total SME: CHF 3,000 - 8,000 depending on complexity.
How to Choose Your Fiduciary
Essential Criteria:
- Geographic proximity (or 100% digital)
- Sector specialization (your field of activity)
- Firm size (personalized relationship vs extended team)
- Digital tools (ToBill compatible?)
- Transparent rates
- Availability and responsiveness
Questions to Ask:
- Who will be my main contact?
- What tools do you use?
- What is the processing time for accounting documents?
- Do you offer strategic tax support?
Fiduciary + ToBill Collaboration: The Winning Duo
Automate Information Transfer:
- Automatic export of issued and received invoices
- Supporting documents attached (receipt scans)
- Pre-categorization
- Compatible format (CSV, Excel, API)
Save Time (You and Your Fiduciary):
- 60% reduction in data entry time
- Fewer back-and-forths for missing documents
- Shared real-time dashboard
Reduce Your Fees:
- Fewer hours billed by your fiduciary
- Negotiate a reduced flat rate
ToBill: The Partner of Swiss Fiduciaries
Dedicated Fiduciary Portal:
- Consolidated multi-client access
- Unlimited collaborator assignment
- Real-time supervision
- Automatic alerts (unpaid invoices, exceeded thresholds)
+50 fiduciaries already use ToBill to manage their SME mandates.