Bright prospects, clear goals…

Accounting | Taxes | Real Estate Management

… the road to success

 

The founder and managing director of Weinberg Treuhand GmbH is a passionate paraglider. From experience we know that many stages of a beautiful paragliding flight are similar to successful self-employment.

Careful planning and preparation

Paragliding and business success both require careful planning and preparation. Pre-take-off checks always precede the decision to take-off. In flight, we constantly keep an eye on changes in the environment. If necessary, alternative routes are calculated and sometimes completely new possibilities suddenly open up. A landing point is fixed during the final approach.

Mastering turbulence together

There are flights and fiscal years without any turbulence. However, these are not the ones which will make it into the business annals. The challenges mastered will be remembered and spoken off in the years to come.

We will be happy to accompany and support you in this process!

Our scope of activities

 

  • Accounting 90% 90%
  • Tax consulting 80% 80%
  • Human resources 70% 70%
  • Management consulting 65% 65%
  • Real estate management 65% 65%

Our corporate culture

We keep your company on course

Many years of experience as a fiduciary company enables us to keep or bring your company on course. We are there to advise and support. We help you to navigate the pitfalls with the tax authorities and strive, with you, to provide a solid and sustainable foundation for your company.

Management

Bruno Theen grew up and went to school in Canton Lucerne. After his commercial apprenticeship, he came to Zurich for further training. He successfully passed the professional examination to become a certified accountant in 1992, and then began his career as a fiduciary. In the fiduciary office of Elmar Birgelen, Bruno Theen learned the fundamentals of the field. After gaining extensive practical experience in accounting, he opened his own fiduciary office in Meilen, in 1998. 3 years later he founded the Zurich based Weinberg Treuhand GmbH.

Bruno Theen has collaborated with a certified auditor for several years, helping to develop and support solutions for international companies.

His extensive contact with the real estate industry has prompted him to further his education in this sector as well. He has successfully completed the SVIT course
and in 2018 passed the professional examination to become a federally certified real estate manager.

Bruno Theen

Bruno Theen

Managing Director

Accounting

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Accurate accounting

The be-all and end-all of any successful company – The basis of all profitable company decisions.

Accounting is an important part of any business. Solid accounting forms the basis of all decision making. It provides clarity about the profitability of the company and forms the basis of all negotiations with banks and authorities.

We manage your accounting with modern software that has evaluation interfaces for Windows applications. Upon request, the work can also be carried out on your premises, with your software and IT infrastructure, or we can transfer your preparatory work to our accounting programme.

 

What we offer

  • Set up and create the basis for your accounting
  • Organise the finance and accounting
  • Bookkeeping (with accounts payable and receivable)
  • Monitor and collect customer balances
  • Operational- and cost accounting
  • Monthly evaluations and analysis
  • Prepare annual- and interim financial statements
  • Annual financial statement consulting
  • Budgeting
  • Liquidity planning
  • VAT accounting

Do you have any questions? Please write to us.

Taxes

Finding your way through the tax jungle

The numerous laws in the Swiss Tax Code blurs the view. The introduction of new and revised tax laws further unsettles taxpayers.

As pro-active professionals, we stay on top of changes to laws and case law. This enables us to provide you with up-to-date and comprehensive advice. As well as to better assist you when preparing your tax return We are also at your service for VAT advice, real estate sales or inheritances. Let your tax worries be ours!

 

What we offer

  • Tax consulting with tax planning
  • Preparation of tax returns for individuals and legal entities
  • Checking tax assessments and invoices
  • Representation of your interests vis-à-vis the tax authorities
  • VAT consulting with information on risks and potential for optimisation
  • Preparation of VAT statements
  • Accompanying and supporting you during VAT audits
  • Preparation of property gains tax returns
  • Preparation of inheritance statements

Human Resources

Payroll and wage statements

Do you want to protect your personnel files from indiscretion? Discretion is guaranteed through physical separation and our independence. We manage and process the files, store the contracts and advise you with new appointments.

We also support you with our expertise in case of sudden changes at work, such as short-time working.

What we offer

  • Monthly payroll accounting with payroll- and personnel administration
  • Creation of payment files
  • Maintenance of the personnel files
  • Daily allowance accounting
  • Settlement of short-time working compensation
  • Evaluations
  • Wage statements
  • National insurance accounting

Management consulting

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Consulting on many levels

We consult on all aspects of management. We verify if current structures are up-to-date or can be optimised. Where we see need for action, we develop alternative solutions for you.

What we offer

  • Company founding
  • Restructuring and reorganizations
  • Board of Directors / Management
  • Liquidations
  • Corporate restructuring
  • Succession planning and implementation

Do you have any questions? Please write to us.

Real Estate

Property management is value preservation

Real estate is valuable and only remains so when carefully managed This not only includes managing the property, but also the management strategy. Based on the state of the building and the maintenance cycles, the amount and timing of sensible investments can be calculated. Coupled with the other business objectives, the optimal maintenance strategy can be laid out. This not only saves money, but also optimizes rental income and increases the value of your property. Talk to us!

What we offer

  • Management of residential and commercial properties
  • Keeping the property accounts
  • Preparation of heating and ancillary expense statements
  • Advice and support in the technical management of properties
  • Support and management of freehold apartment associations
  • Preparation of property valuations
  • Preparation of property and sales documentation

Postal address

 

Weinberg Treuhand GmbH
Forchstrasse 60
CH-8032 Zürich

Phone +41 44 252 73 91
Fax +41 44 252 73 09

Mail: info@weinberg-treuhand.ch

 

Please call us or write an email.

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