Articles für Unternehmens-Digitalisierung

Praxisorientierte Leitfäden zur Automatisierung, relationalen Datenbankarchitektur, Excel-Migration und CRM-Einführung für Unternehmen.

Tag: #Fiduciary Software (3)
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Audit Firm Client Registry: Audit Working Papers, SER, and FAOA Compliance

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.

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Subscription Billing & Invoicing Automation: Swiss QR-Bill, MWSTG, and GeBüV Compliance

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.

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Consultant Project Time Tracking & Timesheets: Swiss CO Art. 394, Labor Act (ArG) & Billable Hours

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.

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