Our Services

We are experienced and competent contacts of an establisehed trust company for all financial matter….. continue


You have surely often asked yourself what to do about the accounting? You may have tried several times to do it yourself using your papers and documents… continue

Our customers

We offer comprehensive services for KMU, large group, self-employed people and individuals – taillored to teh indivudual needs of your customers… continue

“Coming together is a beginning, keeping together is progress, working together is success”

Our motivated, experienced and competent team will support you in all financial matters and individual needs

Raymond Portmann

Financial Services and Accounting

For small and medium-sized businesses

CPOffice Treuhand

Your competent partner for your accounting
Are you looking for a professional accountant for your financial services and bookkeeping? You are in the right place. You can concentrate on you main business, we can take care of your back office.

What is accounting?

Bookkeeping documents and analyses business processes which affect the assets of your company

Income and turnover
Cost of goods and services
Personnel costs
Other expenses

What is bookkeeping?

Bookkeeping means organising the documents according to governmental regulations and shows the profit of a company.

Who is requred to do accounting?

GmbH and LTD must file their accounting according to governmental regulations

Commercial register entry for self-employed persons?

Self-employed people who earn more than CHF 100‘000 have to be registered at the Business and VAT Registration.  They are not obligated for double-entry bookkeepging, they belong to their operating income and to the public transparent lists. The date of the receipts will be sorted in a clear Excel list according to revenue and cost types.

We recommend small businesses to leave a tax-related closing agreement because a „Milchbüechlirechnung“ is often not accepted from the TAX and VAT authorities.

Requirement for an auditing?

If two of the size criteria  (total assets 20 Mio / turnover 40 Mio / full-time positions 250) are exceeded in two succesive financial years, a cash flow statement, a management report and an expanded annex must be prepared in addition to the balance sheet, income statement, appendix. A regular auditing by an appreoved auditor expert is mandatory.