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Accounts receivable for medical practices in Satigny without the stress: how it works

Whether you run a Sàrl, an SA or a sole proprietorship in Satigny, accounts receivable eventually lands on your desk. Here are the practical reference points — legal basis, deadlines and common pitfalls — to decide with a clear head.

The Swiss legal frame for accounts receivable

Three documents summarise the health of a Swiss business: the balance sheet (what it owns), the income statement (what it earns) and the notes (what else you should know). All the work of accounts receivable converges on those three pages, in Satigny too.

For accounts receivable, the classic early mistake remains mixing private and business: a dedicated bank account and documented private withdrawals eliminate half the discussions with the tax office.

Digitalising accounts receivable: what actually works

Access for the fiduciary, the auditor and employees is set by roles: view, enter, approve, close. Well-set rights protect the data and speed up collaboration.

For an SME in Satigny, the real gain of digitalised accounts receivable shows day to day: no paper pile at month-end, VAT prepared continuously, and an owner reading today's figures rather than last quarter's.

Outsource accounts receivable or keep it in-house?

Splitting roles clearly avoids duplication: the company captures documents and approves payments; the fiduciary checks postings, closes the year and defends the file before the authorities. Each side does what it does best — and nobody keys the same invoice twice.

Changing fiduciary is not a drama: the accounting data belongs to the company, and a clean export (entries, chart of accounts, linked documents) allows a transition at year-end. A provider who locks in a client's data says a lot about how it works.

Pen pointing at a bar chart on paper

A Swiss SME's accounting calendar

An accounting calendar only lives if it is shared: owner, in-house bookkeeper and fiduciary must see the same deadlines and the same status — the rule holds for every SME in Satigny.

An SME in Satigny that holds its calendar twelve months straight changes its position: fewer official reminders, easier extensions — and accounts receivable stops being a source of worry.

Satigny: what changes, what does not

Satigny (postal code 1242, canton Geneva) applies the same federal rules as the rest of the country: what changes in Satigny are the cantonal counterparts — tax administration, compensation office, commercial register.

Satigny requires no special bookkeeping: the Code of Obligations applies at postal code 1242 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

How long must records related to accounts receivable be kept?

Ten years from the end of the financial year concerned (art. 958f CO). Electronic retention is permitted if the integrity and readability of the records are guaranteed — a serious digital archive validly replaces paper binders. A business in Satigny can therefore archive fully digitally.

What is simplified bookkeeping and who can use it?

Sole proprietorships and partnerships under CHF 500,000 of revenue may limit themselves to recording income, expenses and assets (art. 957 para. 2 CO). Once over the threshold — or upon founding a Sàrl or an SA — full accounts with balance sheet, income statement and notes become mandatory. The CHF 500,000 threshold is assessed the same way in Satigny.

Which documents should be prepared for the year-end closing?

Bank and cash statements at the closing date, the inventory of stock and work in progress, final AHV/LPP/accident settlements, contracts signed or amended during the year, invoices straddling two years and the detail of accruals. With an up-to-date document archive, most of it is already there. The list is identical in Satigny: the CO dictates it, not the commune.

When must a business register for VAT?

As soon as its worldwide annual turnover reaches CHF 100,000 (CHF 250,000 for non-profit sports or cultural associations). Below that, voluntary registration remains possible and often makes sense to reclaim input VAT on investments. The threshold is federal: it applies in Satigny as everywhere in Switzerland.

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Switch to accounting that keeps itself up to date

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

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    Accounts receivable for medical practices in Satigny