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Large Package

For those business owners who want the hands on experience of a CFO without all the expense:
  • Preperation of year end accounts
  • Preparation of corporate income tax return
  • Preparation of two personal tax returns
  • Free unlimited Xero support
  • Complimentary Xero training webinar
  • Review of your Xero data and Health Check report on a monthly basis
  • Monthly progress call
  • Monthly management report (if you use Xero)
  • Quarterly VAT return
  • Tax calculation and planning at the nine month stage
  • Annual Budget preparation & cashflow forecasting updated on a quarterly basis
  • Annual meeting with insurance adviser
  • Annual strategy meeting with Stefan Bercx (in person or via Skype)
  • Annual wealth planing session

from CHF 750 per month (excl. VAT)

Find out more about our Small PackageMedium Package and Additional Services.