Advisor handing a document and pen to a client

Bookkeeping for transport companies in Conthey without the stress: how it works

Delegate, digitalise or do it all yourself? Around bookkeeping in Conthey, every SME draws its own line. The reference points below — federal law, cantonal practice and lessons from the field — help you place the cursor well.

The Swiss legal frame for bookkeeping

In Switzerland, the duty to keep accounts stems from art. 957 ff. of the Code of Obligations. Legal entities (Sàrl, SA) and sole proprietorships with at least CHF 500,000 in revenue keep full accounts: balance sheet, income statement and notes. Below that threshold, a simplified record of income, expenses and assets is sufficient.

Art. 957a CO requires complete, truthful and systematic recording of transactions, each entry backed by a supporting document. For bookkeeping, that means in practice: no movement without a receipt, and an audit trail that can be reconstructed at any time — including during a VAT or AHV inspection.

A well-structured SME chart of accounts

Nearly all Swiss SMEs rely on the standard SME chart of accounts (Sterchi/Käfer): classes 1 (assets) to 9 (closing), with revenue in class 3 and expenses in classes 4 to 6. Using this standard structure makes conversations with your fiduciary, auditor and tax administration far easier.

In an SME in Conthey, the chart of accounts is also a delegation tool: clear posting rules let a non-accountant prepare most entries without error.

Digitalising bookkeeping: what actually works

Automation is judged on the exceptions: what happens when the document is unreadable, the supplier unknown, the amount divergent? A good tool isolates those cases and lets a human decide fast — precious for teams in Conthey.

For an SME in Conthey, the real gain of digitalised bookkeeping 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.

Pen pointing at a bar chart on paper

Outsource bookkeeping or keep it in-house?

The Swiss fiduciary market is dense and governed by professional practice: industry standards, business secrecy, civil liability. Compare offers on three concrete criteria — exact scope (data entry? closing? payroll? VAT?), a named contact person, and the tools used. It prevents year-end misunderstandings.

A clear mandate agreement states who does what by when: document handover, posting deadlines, filing calendar, and responsibility for delays. A shared platform (same data, same document archive) between the company and its fiduciary eliminates binder ping-pong and duplicate entry.

Conthey: what changes, what does not

Conthey (postal code 1964, canton Valais) applies the same federal rules as the rest of the country: what changes in Conthey are the cantonal counterparts — tax administration, compensation office, commercial register.

Conthey requires no special bookkeeping: the Code of Obligations applies at postal code 1964 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

What are the legal obligations for bookkeeping in Switzerland?

The foundation is the Code of Obligations: proper bookkeeping (art. 957a CO), annual accounts (balance sheet, income statement, notes) and 10-year retention of books and records (art. 958f CO). VAT applies from CHF 100,000 of turnover, and social insurance settlements from the first employee. Nothing is different in Conthey: federal law applies.

How long must records related to bookkeeping 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 Conthey 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 Conthey: the CO dictates it, not the commune.

Can bookkeeping be automated with AI?

Largely, yes: automatic document reading, posting suggestions, bank reconciliation via QR references and VAT exports. Human approval remains essential — AI prepares, the professional checks. That is exactly how MyFiducia.ai approaches bookkeeping.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates bookkeeping for businesses in Conthey: 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.

    Bookkeeping for transport companies in Conthey — Swiss guide