Digital Admin
Free assessment
Switch Accountant

Switch Accountant

Digital Admin - Accounting firm
Accounting firm

Switching accountant is easier than you think

Slow replies, surprise invoices, zero visibility on your numbers: many business owners stay with their accountant out of fear of change. Yet your accounting records belong to you, and a well-prepared transfer costs you almost no effort. Here's how it works, and what we take care of.

Signs it's time to switch

  • You wait days, sometimes weeks, for an answer to a simple question.
  • You only see your figures once a year, at closing time.
  • Your accountant's invoices vary without explanation.
  • You re-enter data your accountant should already have.
  • Your VAT returns are filed at the last minute, sometimes late.
Procedure

How the switch works

1

Free assessment (30 min)

We review your situation (legal form, VAT, payroll, volume of documents) and send you a clear quote within 48 hours.

2

Termination of your current engagement

You inform your accountant in writing, respecting the notice period in your contract. If you wish, we provide a template letter.

3

File handover

With your consent, we request all documents from your former accountant: annual accounts, general ledger, VAT returns, payslips, correspondence with authorities. You don't have to go back and forth.

4

Getting started

We take over the balances, give you access to the Digital Admin app, and update the powers of attorney with the tax office, the FTA (VAT) and the social insurance fund.

When to switch?

January 1st — the ideal time

The fiscal year starts cleanly with us; your former accountant completes the year-end closing, or we take it over if you prefer. For a January 1st switch, the right time to decide is October–November.

Mid-year — also possible

We take over the entries at a specific date (often the end of a VAT quarter) and ensure continuity. A bit more handover work, but no disruption for you.

What you should know

Your documents belong to you. Accounting records, general ledger, annual accounts: your former accountant must return them and report on their mandate. You must keep them for 10 years.

An engagement can in principle be terminated at any time. However, check the notice period in your contract: termination at an "inopportune time" may give rise to compensation.

The auditor is a separate matter. If your company has an auditor, changing it follows a different procedure (registration with the commercial register). We explain this during the assessment.

Frequently asked questions

FAQ

Usually 2 to 4 weeks from the decision to full onboarding, depending on how quickly the former accountant responds.

No. January 1st is the simplest moment, but a mid-year switch is possible: we pick up the entries at a given date.

We follow up for you. The accounting documents belong to your company and must be returned to you.

No. We take over the annual accounts and balances; the history remains available and your new entries start on a clean basis.

We update the powers of attorney with you; you just need to sign.

The engagement follows our published rates from CHF 99.–/month (excl. VAT), app included. The handover work depends on the state of the file: it is quoted after the free assessment.
After the switch

Our engagements

Micro

from 99.–

/month

Self-employed without VAT or employees

Digital Admin app included

Sàrl formation: 199.– 490.–

Small LLC

from 199.–

/month

Flat-rate VAT, 0–2 employees

Digital Admin app included

Sàrl formation: free 490.–

Recommended for SMEs

SME

from 299.–

/month

Employees, effective VAT

Digital Admin app included

Sàrl formation: free 490.–

Established SME

from 499.–

/month

High volume, complex year-end closing

Digital Admin app included

Sàrl formation: free 490.–

Free 30-minute assessment

Let's prepare your switch

Tell us briefly about your current situation (legal form, VAT, payroll): we'll get back to you the same day with the next steps.

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