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DirectoryFinance & InsuranceExternal Asset ManagementHeimbergzurflüh - bureau
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zurflüh - bureau

Summary

About the company

The core activity of zurflüh-bureau is the provision of trust and tax services, particularly in the areas of accounting, administrative tasks, asset management, and structuring of office workflows. The company offers these services as an outsourcing solution for small and medium-sized enterprises (SMEs), enabling them to focus on their core business.

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Offering

Products & services

Industry:External Asset ManagementFiduciary Offices
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Accounting
Sorting and checking accounting documents, ongoing postings, cash book, establishment of accounting, financial accounting, creditor and debtor accounting as well as quarterly and annual financial statements.
Administrative tasks
Monitoring incoming payments, preparing customer invoices, dunning, quotations and order management, maintaining customer master data, as well as tax returns and personnel administration.
Wealth management
Advice in insurance and retirement planning for small businesses, self-employed individuals and private individuals, including tax optimisation, 3a retirement provision, retirement gaps and health insurance models.
Office organisation and structuring
Document management, analog filing and archiving, setting up filing systems, support with office reorganisations, sorting fiduciary folders as well as mailing and franking work.

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Location

Bürglenweg 7
3627 Heimberg

At a glance

Legal form
Sole proprietorship
UID
CHE-297.225.839
Founded
2014 · 12 years
Last commercial register change
September 9, 2014
Employees
1 to 10

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