Pen pointing at a bar chart on paper

Everything that matters about financial dashboard for carpenters in Vich

Whether you run a Sàrl, an SA or a sole proprietorship in Vich, financial dashboard 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 financial dashboard

Responsibility for the books is personal: in an SA, organising the accounting is one of the board's non-transferable duties (art. 716a CO); in a Sàrl, the managing directors carry the same duty. Outsourcing the execution never transfers that underlying responsibility, including for a company based in Vich.

One simple principle drives financial dashboard: every franc in or out must be explainable by a document, an entry and an account. All of Swiss accounting law fits inside that traceability requirement.

Outsource financial dashboard or keep it in-house?

A fiduciary's cost depends first on the quality of the data received: digitised, filed, reconciled documents are processed fast; a box of loose receipts is billed by the hour. Improving the internal preparation of financial dashboard lowers fees more surely than any negotiation.

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

Year-end closing: how the mechanics work

The closing turns day-to-day bookkeeping into annual accounts: balance sheet, income statement and notes (art. 958 CO). Mandatory stops: accruals and deferrals, depreciation, commercially justified provisions, inventory of stock and work in progress, then VAT and AHV reconciliations.

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

Two people reviewing numerical reports

Digitalising financial dashboard: what actually works

Digitising does not mean hoarding PDFs: without the document-entry link, a digital file is as opaque as a box of archives — true in Vich as everywhere.

An SME in Vich that digitalises gains owner time first: less filing, fewer “where is that receipt?” questions, more attention to the trade — that is the real return of financial dashboard.

Vich: what changes, what does not

Vich (postal code 1267, canton Vaud) applies the same federal rules as the rest of the country: what changes in Vich are the cantonal counterparts — tax administration, compensation office, commercial register.

Federal deadlines do not move in Vich: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 1267 changes nothing about those rules, only the sender's address.

Frequently asked questions

What are the current Swiss VAT rates?

Since 1 January 2024: 8.1% (standard), 2.6% (reduced — for example food and medicines) and 3.8% (accommodation). Returns must be filed and paid within 60 days after the period ends (quarterly under the effective method, semi-annually under the net tax rate method). These federal rates apply unchanged in Vich.

Effective VAT method or net tax rate: how to choose?

The effective method deducts actual input VAT and files quarterly; the net tax rate method applies a flat industry rate to turnover, semi-annually, with no separate input VAT deduction. The flat rate suits low-cost structures; as investments grow, the effective method usually wins again. The choice rests on the company's own figures, in Vich as anywhere.

How long must records related to financial dashboard 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 Vich can therefore archive fully digitally.

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 Vich: the CO dictates it, not the commune.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates financial dashboard for businesses in Vich: 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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