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DirectoryFinance & InsuranceFiduciary OfficesBaarPatris Audit GmbH
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Patris Audit GmbH

Summary

About the company

Patris Audit GmbH provides services in digital CFO support, fiduciary administration, auditing, ABACUS implementation, family office work and growth consulting. Its core activities focus on financial management, process automation, reporting and assurance services for companies.

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Products & services

Industry:Fiduciary Offices
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6
Financial Audit
Annual financial statement audit, review, limited audit, special audits and internal controls (ICS) with a risk-based, digital audit approach.
Trust services
Financial accounting, annual financial statements, VAT, withholding tax, social security contributions, payroll accounting, tax returns, planning, as well as reporting and period-end closings.
ABACUS Solutions
Implementation, migration, interfaces, workflow automation, as well as reporting and dashboards for financial accounting, Debi/Kredi, payroll, HR, e-banking and DMS.
Digital CFO
Forecasting, scenarios, KPI steering, OKRs, liquidity planning, as well as reporting and dashboards with ABACUS integration and real-time data feeds.
Family Office
Structuring and governance, wealth reporting, document and contract maintenance, payment and approval processes, as well as tax coordination.

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Location

Ruessenstrasse 18
6340 Baar
Opening hours
Mon
09:00 - 12:00, 14:00 - 17:00
Tue
09:00 - 12:00, 14:00 - 17:00
Wed
09:00 - 12:00, 14:00 - 17:00
Thu
09:00 - 12:00, 14:00 - 17:00
Fri
09:00 - 12:00, 14:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-268.850.225
Founded
2021 · 5 years
Last commercial register change
February 6, 2024
Employees
1 to 10

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