Nine services.
One fiduciary.

Choosing the right services

What does your Swiss structure actually need?

Not every company in Zug needs all nine services. The right combination depends on your company type, ownership structure, headcount, and whether you are operating locally or managing a holding vehicle from abroad. Below are the four most common situations we encounter and the services that apply to each.

Newly incorporated GmbH or AG — first 12 months

The immediate priorities after Handelsregister entry are bookkeeping setup, VAT registration (mandatory once worldwide turnover exceeds CHF 100'000), AHV registration if you employ anyone — including yourself in an executive capacity — and the first annual accounts for the tax return. If you are a foreign national without a Swiss co-signatory, the resident director service is required before the company can even be formed.

Typical combination: Bookkeeping · VAT · Payroll · Resident Director (if foreign-owned)

Established SME with 5–30 employees

An operating company at this stage usually requires monthly payroll across all Swiss social insurance schemes (AHV/IV/EO, ALV, BVG, UVG), quarterly VAT returns to the ESTV, and an annual corporate tax return to the Steuerverwaltung Zug. A limited statutory examination under OR Art. 727a applies unless the company qualifies for opt-out. Most companies at this size benefit from a single fixed monthly fee covering bookkeeping, payroll, and compliance.

Typical combination: Bookkeeping · Payroll · Tax Advisory · Audit

International holding or investment structure

A Zug holding registered primarily for the cantonal tax regime needs very little operational support, but has specific structural requirements: a genuine registered address (not a P.O. box), at least one Swiss-resident authorised signatory in the Handelsregister, annual statutory accounts, and a corporate tax return claiming any applicable holding privilege or participation exemption. Bank account opening requires a complete KYC dossier including UBO declaration and corporate documentation from the parent entity.

Typical combination: Registered Address · Resident Director · Bookkeeping · Tax Advisory · Bank Account Opening

Foreign-owned subsidiary without local finance staff

The most common mandate we take on: a Swiss subsidiary or branch of a foreign parent, with all finance and compliance fully outsourced. This typically means monthly bookkeeping integrated with the parent's ERP, Swiss payroll for local employees, quarterly VAT filing, the annual corporate tax return, and a limited statutory examination. We act as the single point of contact for all Swiss authorities — ESTV, AHV compensation office, Steuerverwaltung Zug — and coordinate directly with auditors or legal counsel as required.

Typical combination: Bookkeeping · Payroll · VAT · Tax Advisory · Audit · Registered Address