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Fiduciary services in real time in Wengi without the stress: how it works

Between VAT, social contributions and the year-end close, a Swiss SME juggles dozens of deadlines a year. This page focuses on fiduciary services in Wengi: what the law requires, what can be automated, and when to delegate.

The Swiss legal frame for fiduciary services

Whether a business sits in Wengi or elsewhere in Switzerland, the same federal law applies — one of the strengths of the Swiss system for fiduciary services. Cantonal differences concentrate on taxation (rates, filing deadlines); bookkeeping itself follows art. 957 ff. CO everywhere.

The law also settles the form: accounts may be kept in a national language or in English, on paper or electronically (art. 957a para. 5 CO). That pragmatism lets fiduciary services run entirely on digital tools — no paper binder is required.

A Swiss SME's accounting calendar

The professionals' trick: handle every deadline at D-30, not D-1. A VAT return prepared a month early leaves time to chase a missing document without penalty.

For fiduciary services, year-end is prepared in October: last invoices, investment decisions, provisions to assess — December is too late to act, January is for recording.

Outsource fiduciary services or keep it in-house?

Outsourcing does not exempt you from understanding: an owner who can read the balance sheet and the income statement challenges the fiduciary better — and pays for advice, not re-keying.

For fiduciary services, a quarterly 30-minute check-in with the fiduciary beats an annual marathon: questions get handled while they are small.

Professional in a suit reviewing documents

Year-end closing: how the mechanics work

The CO's accounting principles frame the closing: regularity, prudence and consistency of presentation (art. 958c CO), on the going-concern assumption (art. 958a CO). In practice, that means valuation methods kept constant from one year to the next — and documented whenever they change.

The timetable is tight: accounts drawn up and approved by the general meeting within six months of the year-end. For fiduciary services, chasing missing documents from January (bank statements, contracts, insurance settlements) avoids the last-minute sprint and auditor reservations.

Wengi: what changes, what does not

Sole proprietorship, Sàrl or SA in Wengi: the AHV contact remains the competent compensation office, and taxes follow the scales of the canton Bern.

Wengi requires no special bookkeeping: the Code of Obligations applies at postal code 3251 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

How much does fiduciary services cost in Wengi?

It depends on document volume, the number of salaries and VAT complexity — no serious figure can be quoted without examining the file. Two levers cut the bill everywhere: digitised, well-filed receipts and software that prepares entries instead of having them re-keyed.

What is the difference between a limited and an ordinary audit?

The ordinary audit applies to companies exceeding, for two consecutive years, two of three thresholds: CHF 20 million balance sheet total, CHF 40 million revenue, 250 full-time positions. Others fall under the limited audit, and those with no more than ten full-time positions on annual average can opt out with all shareholders' consent. These federal thresholds do not depend on the registered seat — in Wengi as anywhere.

Does MyFiducia.ai work for a business based in Wengi?

Yes: the platform runs online, the rules applied are federal (VAT, CO, AHV), and the file can be shared with any fiduciary. A business in Wengi manages its documents, VAT and exports exactly as anywhere in Switzerland.

When is entry in the commercial register mandatory?

A Sàrl and an SA only come into existence with their registration. A sole proprietorship must register from CHF 100,000 of annual revenue; below that, registration stays voluntary but adds credibility and protects the business name. Registration goes through the canton's commercial register office — for Wengi too.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates fiduciary services for businesses in Wengi: AI-read documents, posting suggestions, VAT and exports ready for your fiduciary. Try the platform or browse our other guides.

The application is operated in French.

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