Accounting advisory

Accounting guidance designed for small Swiss companies

FibuMaxRat helps owners and management teams streamline bookkeeping, align reporting with Swiss requirements and implement practical controls. Our advice is concise, actionable and tailored to the realities of smaller operations.

Local office
Wattwil, CH
Business ID
CHE-086.256.812
+41 76 423 7136
Contact phone
Small business focus

Accounting advisory that fits your scale

FibuMaxRat specialises in pragmatic accounting advisory crafted specifically for small companies operating in Switzerland. We concentrate on the essentials: improving bookkeeping accuracy, simplifying monthly routines, clarifying VAT and tax reporting obligations, and delivering management information that supports decision-making without overwhelming limited resources. Our advisory approach prioritises measurable process improvements that can be implemented by existing staff, coupled with clear documentation and simple controls. We evaluate current systems and software, propose practical configuration changes or lightweight integrations, and where appropriate provide hands-on support during implementation. The goal is to create sustainable routines that reduce time spent on routine accounting tasks while increasing confidence in reported figures, enabling business owners to focus on operations and growth within realistic time and budget constraints.

Tailored for small teams

How we work with small companies

Our engagement begins with a focused diagnostic that maps your existing accounting processes, reporting needs and compliance obligations. We look for immediate opportunities to reduce manual effort, tighten controls and improve the clarity of business information. Recommendations are prioritised by impact and ease of implementation so that changes can be adopted within normal operational rhythms. When implementation is needed we provide step-by-step guidance, template documentation and targeted training for staff to ensure responsibilities are understood. We also help set up concise management dashboards that provide the right information for periodic decisions—cash position, receivables aging, advantage drivers and recurring cost items—without requiring complex data preparation. Throughout the engagement our communication remains direct and practical: we document agreed actions, set timelines and follow up to confirm the improvements are producing the intended effect. This approach is designed to fit the capacity and budget of small Swiss companies and to produce reliable, maintainable accounting practices over time.

Accounting advisory

Practical accounting strategies for small companies

FibuMaxRat delivers focused accounting advisory tailored to the operational realities of small companies in Switzerland. Our methodology prioritizes clarity, compliance, and actionable recommendations that integrate with your existing processes. We analyze bookkeeping flows, tax positions, and reporting timetables to identify immediate improvements and medium-term efficiencies. The advisory engagement includes a documented action plan, prioritized tasks for management, and a roadmap for implementation that respects Swiss regulations and the business objectives of each client. Engagements are scoped transparently with cost estimates and timelines, enabling owners to make informed decisions about resource allocation and control environment improvements without unrealistic promises or predictive outcomes.

Tax & compliance

Tangible improvements in reporting and controls

Our team focuses on measurable enhancements to your accounting function: simplifying chart of accounts, improving invoice workflows, strengthening reconciliation routines, and refining VAT and payroll processing. Each advisory assignment begins with a diagnostic assessment and concludes with clear, prioritized recommendations, supported by templates and implementation guidance. We emphasize transferability so your internal team can adopt new procedures efficiently. Advice is drawn from practical experience with Swiss small enterprises and cross-checked against current regulatory guidance to reduce administrative risk and improve the reliability of business information for management and stakeholders.

Our advisory team

Experienced advisors supporting small companies

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Anna Schmid

Tax & Compliance Specialist
Anna focuses on VAT, payroll tax and statutory compliance issues for SMEs. Her practical approach translates complex regulation into clear action steps and checklists that can be implemented by in-house teams or supported through our service offering.
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Luca Meier

Business Controls Consultant
Luca advises on internal controls, reconciliations and accounting policy alignment. He has hands-on experience implementing control changes in growing businesses to reduce errors and streamline month-end routines.
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Sofia Keller

Client Success & Implementation Lead
Sofia coordinates advisory projects and supports client teams during implementation. She ensures recommended process changes are practical, documented, and embedded in daily operations with training and follow-up.
For small companies

What FibuMaxRat offers

Practical accounting advisory services

Tailored advisory that aligns accounting practice with business needs, regulatory requirements and operational capacity. We deliver pragmatic solutions you can implement progressively.

12+

years of combined team experience

01

Accounting diagnostics

Systematic review of bookkeeping, reporting and control points to identify inefficiencies and risks specific to small company operations.

Learn more about our approach
02

Tax compliance support

Practical guidance on VAT, payroll and statutory filings designed to reduce late submissions and improve documentation quality.

Learn more about our approach
03

Process optimization

Simplification of chart of accounts, invoicing flows and month-end routines to reduce time spent on routine tasks.

Learn more about our approach
04

Implementation support

Assistance with process roll-out, staff training and documentation to ensure changes stick and produce measurable benefits.

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05

Advisory reporting

Development of concise management reports that focus on cash, advantage and key operational indicators for small companies.

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06

Risk minimization

Advice to strengthen reconciliations, segregation of duties and record retention to lower administrative and compliance risk.

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Services built for small Swiss enterprises

How we work with clients

FibuMaxRat combines technical competence with practical implementation support. We deliver clear, prioritized recommendations, and follow through to help integrate changes into day-to-day operations. Our services are priced with small businesses in mind and are scoped transparently to align with expected outcomes and available resources.

Diagnostic

Initial assessment

A focused review of your accounting setup, delivering a short report with prioritized actions and estimated effort for improvements.

Request an assessment
Implementation

Process redesign

Hands-on support to redesign workflows, update templates and train staff so that new routines are practical and sustainable.

Start implementation
Ongoing support

Advisory retainer

Monthly advisory hours for ongoing support, targeted projects, and periodic compliance reviews tailored to business needs.

Explore retainer options

Get in touch with FibuMaxRat today to discuss accounting support and advisory tailored for your small company.

Contact FibuMaxRat

Address

Schomattenstrasse 13, 9630 Wattwil, Switzerland

Phone

+41764237136

Email

contact@fibumaxrat.pro

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