Service
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 Package, Medium Package and Additional Services.