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bilanz&erfolg ag

Summary

About the company

bilanz&erfolg ag provides fiduciary and accounting services, including bookkeeping, business plans, financial planning, tax advisory and company valuations. The firm performs efficiency checks, supports ERP implementations and offers property brokerage and property management services.

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Products & services

Industry:Fiduciary Offices

✓ Offered5

Fiduciary services

Accountings, business plans, financial planning, audits, taxes for natural and legal persons, tax planning, business valuations and wealth concepts.

ERP implementation

ERP implementation with requirements specification, software evaluation, analysis and definition of business processes, implementation, simulation, testing and project management.

Efficiency check

Analysis of processes in data preparation and documentation of accounting, analysis of weaknesses, reduction of effort and costs, support with the selection of accounting software.

Real estate brokerage

Support with buying and selling real estate, preselection when searching for properties, as well as assistance with financing and contract matters and relief during the real estate sale.

Property management

Administrative work relating to multi-family houses and condominium owner communities, from administration of property ownership to organizing the condominium owners’ meeting.

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bilanz&erfolg ag

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bilanz&erfolg ag

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