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Accounting outsourcing checklist in Erlach explained simply

Accounting outsourcing checklist in Erlach rests on three pillars: federal law that applies across Switzerland, cantonal deadlines worth knowing, and tools that eliminate re-keying. This guide puts it all in order, fact by fact.

The Swiss legal frame for accounting outsourcing

In Switzerland, the duty to keep accounts stems from art. 957 ff. of the Code of Obligations. Legal entities (Sàrl, SA) and sole proprietorships with at least CHF 500,000 in revenue keep full accounts: balance sheet, income statement and notes. Below that threshold, a simplified record of income, expenses and assets is sufficient.

Also worth knowing: accounts may be drawn up in the currency most relevant to the business; if that is not the franc, values must additionally be stated in CHF (art. 958d para. 3 CO). Internationally active companies gain books that match their economic reality.

Year-end closing: how the mechanics work

The closing is prepared all year long: a monthly bank reconciliation and accruals tracked as you go turn the year-end into a formality, for businesses in Erlach too.

The notes complete the figures: valuation principles, liabilities towards pension institutions, contingent liabilities, or the number of full-time positions. Careful notes reduce questions from the auditor and the banks.

A Swiss SME's accounting calendar

Three families of deadlines shape the year: federal (VAT within 60 days, salary declaration in January), cantonal (tax return, extensions depending on the canton, including in Erlach) and internal (closing, general meeting within six months). Mixing them up is the leading cause of delays.

Handing deadline monitoring to a tool is no luxury: automatic reminders, a status per obligation, and an “all green” view that clears the mind. What matters is not who ticks the box — but that the box exists and everyone can see it.

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Outsource accounting outsourcing or keep it in-house?

Outsourcing does not exempt you from understanding: an owner who can read the balance sheet and the income statement challenges the fiduciary better — and pays for advice, not re-keying.

For accounting outsourcing, a quarterly 30-minute check-in with the fiduciary beats an annual marathon: questions get handled while they are small.

Erlach: what changes, what does not

Working with a fiduciary from Erlach no longer depends on geography: the documents of a business in Erlach are shared online, while the canton Bern keeps its own deadlines for the tax return.

Federal deadlines do not move in Erlach: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 3235 changes nothing about those rules, only the sender's address.

Frequently asked questions

How much does accounting outsourcing cost in Erlach?

It depends on document volume, the number of salaries and VAT complexity — no serious figure can be quoted without examining the file. Two levers cut the bill everywhere: digitised, well-filed receipts and software that prepares entries instead of having them re-keyed.

What is simplified bookkeeping and who can use it?

Sole proprietorships and partnerships under CHF 500,000 of revenue may limit themselves to recording income, expenses and assets (art. 957 para. 2 CO). Once over the threshold — or upon founding a Sàrl or an SA — full accounts with balance sheet, income statement and notes become mandatory. The CHF 500,000 threshold is assessed the same way in Erlach.

What is the difference between a limited and an ordinary audit?

The ordinary audit applies to companies exceeding, for two consecutive years, two of three thresholds: CHF 20 million balance sheet total, CHF 40 million revenue, 250 full-time positions. Others fall under the limited audit, and those with no more than ten full-time positions on annual average can opt out with all shareholders' consent. These federal thresholds do not depend on the registered seat — in Erlach as anywhere.

Can accounting outsourcing be automated with AI?

Largely, yes: automatic document reading, posting suggestions, bank reconciliation via QR references and VAT exports. Human approval remains essential — AI prepares, the professional checks. That is exactly how MyFiducia.ai approaches accounting outsourcing.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates accounting outsourcing for businesses in Erlach: AI-read documents, posting suggestions, VAT and exports ready for your fiduciary. Try the platform or browse our other guides.

The application is operated in French.