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.