Practical guide for Swiss audit firms, licensed auditors, and fiduciary companies: FAOA-compliant client registry under the AOA, documentation for Limited Statutory Examination (SER), AMLA compliance, and GeBüV record retention.
Practical guide for Swiss fiduciaries, consultants, and service providers: Automated recurring billing and retainers utilizing Swiss QR-bills, dunning procedures under Art. 102 CO, VAT compliance, and GeBüV record archiving.
Operational guide for Swiss management consultants, fiduciary firms, and IT advisory agencies: statutory time tracking under the Swiss Labor Act (ArG), mandate contracts (CO 394) vs. contracts for work, billable utilization, and client expense disbursements.
Operational guide for Swiss management consultants, strategy boutiques, and IT advisory agencies: B2B lead acquisition under the Swiss Unfair Competition Act (UWG) and FADP (nDSG), binding proposal periods under the Swiss Code of Obligations (CO), stage-gate pipeline architecture, pitch risk controls, and value-based pricing.
Operational guide for Swiss law firms, notaries, and corporate legal practices: matter management under the Swiss Lawyers Act (BGFA), professional secrecy under Art. 321 of the Swiss Criminal Code, statutory court deadlines under the CPC and Federal Supreme Court Act (FSCA), electronic court filing via Justitia.Swiss, and fiduciary client funds accounting.
Operational guide for Swiss marketing agencies, digital design studios, and communications firms: project budgeting with Work-in-Progress (WIP), recurring retainer management under CO 394, intellectual property rights transfers under the Swiss Copyright Act (URG), media spend pass-through, and Swiss VAT splitting.