We offer comprehensive support and holistic solutions for you and your company

XELLENZ Treuhand AG focuses on the three business segments SMEs, Financial Service Providers and Real Estate Companies and provides customized solutions in the areas of fiduciary services, auditing, consulting and advanced training.

Small and medium-sized enterprises (SMEs)
Financial service providers
Real estate companies

By relieving you of administrative burdens, we support you to focus on your core competencies

1 Fiduciary services
2 Accounting
3 Payroll administration & accounting
4 Taxes
5 Audit
6 Incorporation & business transaction
7 CFO on Demand
1 Fiduciary services

Fiduciary Services

Flexible adaptation to your company

You determine in which areas you want to use our fiduciary services. Our innovative online accounting service enables flexible, timesaving and location-independent accounting.

 

2 Accounting

Accounting

Smart and efficient

We take care of the set-up, organisation and development of your accounting and run it on a weekly, monthly, quarterly or yearly basis. We also prepare the annual and interim financial statements as well as the VAT and payroll accounting for you.

3 Payroll administration & accounting

Payroll administration & accounting

We take care of your payroll accounting

Our service includes a monthly pay slip per person. We take care of  the salary administration, social security declarations and the yearly salary confirmation per employee. We are available to answer any questions you may have.

4 Taxes

Taxes

For private persons and companies

We will take care of your tax documents. At the same time, we implement tax planing measures and check your final tax invoice.

5 Audit

Audit

The audit of the future

We offer a new type of audit for all SME companies that Intends to bring more efficiency in the audit: Visit our homepage www.e-revision.ch and find out what the advantages are.

 

Our services include:

  • Limited audits
  • Special audits
  • incorporation audits
  • Capital increase audits
  • Capital reduction audits
  • Audit of premature  distribution of assets in the event of liquidations
  • Reviews
  • Agreed upon procedures
6 Incorporation & business transaction

Incorporation & business transaction

We help to choose the legal form for your business

Based on your wishes, we help to find the suitable legal form and structure for your business. We support you in the preparation of your business plan, drafting of articles of incorporation, statutes and contracts. Also will we support you in the commercial registration and we are glad to accompany you with authorities visits.

In addition, we will connect you with professional service providers in the fields of graphics, web design, banking, insurance services and much more.

7 CFO on Demand

Financial clarity & Strategy for SMEs and Start-ups

For small and medium-sized enterprises as well as start-ups in their path to success.

 

Expanding Our Range of Services

With the introduction of CFOaaS “CFO on Demand”, XELLENZ Treuhand AG expands its range of services and offers companies a tailor-made solution for targeted use of CFO expertise. Whether bridging temporary gaps, supporting complex issues and projects, or serving as a long-term mandate – our service provides flexibility and expertise without the fixed costs of a full-time CFO.

 

Why CFO as a Service

In today’s economic environment, it is essential to keep control of your finances. Our CFOaaS service gives you access to experienced financial experts who work flexibly and cost-effectively. It’s the perfect solution for small and medium-sized companies as well as start-ups operating in high-growth sectors that need to react quickly.

 

Benefits:

  • Overcome the skills shortage with high-level expertise.

  • Support in financial leadership and strategic realignment. Benefit from additional expertise to master complex projects and financial challenges.

  • Temporary support: Bring financial expertise into your company exactly when you need it most.

  • Expertise in stakeholder management and communication.

  • Long-term partnerships: With an ongoing mandate, we build comprehensive knowledge of your company so our experts become deeply familiar with your organization’s specific conditions and goals.

 

Services in Detail

Flexible modules tailored to your individual needs:

  • Financial Planning: Creation and monitoring of budgets and forecasts.

  • Digitalization Projects: Support with the introduction and optimization of digital systems.

  • Transparency & Risk Management: Development of strategies to reduce risk and secure liquidity. Creating clarity and confidence in your financial structures.

 

We offer flexible pricing models tailored to your company size and growth phase – from pay-as-you-go options to customized packages.

 

Focus Topics

Digital Transformation: The implementation of new technologies is essential. Our experts help you create efficient business processes and adapt your financial management to the demands of the digital world.

 

Financial Transparency and Risk Management: In uncertain economic times, maintaining financial transparency and strong risk management is crucial. Our experts develop customized solutions to identify opportunities and effectively manage risks.

 

Call to Action

With CFOaaS, you can ensure that an experienced CFO is at your side whenever you need one – without the high fixed costs of a full-time CFO. Take the opportunity to make strategic financial decisions with a trusted partner who knows and understands your interests.

 

Get in touch today! Take advantage of the CFOaaS offering and gain a competitive edge. Schedule a personal consultation or request a free initial analysis now.