SymplifiedBERATUNGBook Consultation
About Symplified

Schweizer Know-how. Praktische Umsetzung. Ein vertrauenswürdiger Partner.

Symplified Consulting is a Swiss accounting, licensing, business-development and compliance firm supporting regulated businesses, SMEs, founders and international groups. We connect finance operations, licensing, corporate growth and AML/CFT in one coordinated approach.

CEO’s message

Complex requirements become manageable when they are translated into clear responsibilities, sound documentation and processes that work in practice.

Drawing on more than 30 years in Swiss and international banking, Sandra founded Symplified to give companies direct access to experienced, hands-on support.

Her approach is to work alongside management, boards and operational teams—from the first assessment through implementation and ongoing monitoring—so clients can focus on running their business with confidence.

Sandra Schaad
Founder & CEO

Meet our team

Experience across accounting, licensing, business development and compliance

Our core team is supported by a selected international network of specialists.

Sandra Oliveira Schaad, LL.M., MSc

Gründerin, Symplified Solutions

Sandra verbindet Finanzen, Recht und Regulierung. Ihr beruflicher Werdegang umfasst Banking, Finanzcontrolling und Compliance. Sie begleitet Unternehmen von der Gründung bis zur Weiterentwicklung: Strukturierung, Aufbau der Buchhaltung und eine Governance, die den Erwartungen der Aufsicht entspricht.

Als Xero Certified Advisor unterstützt sie Schweizer Unternehmen dabei, ihre Buchhaltung klar und aktuell in Xero zu führen, ergänzt durch regulatorisches Fachwissen, das nur wenige Treuhandbüros bieten. Zudem ist sie externe Geldwäschereibeauftragte für Schweizer Finanzintermediäre und begleitet ihre Kunden beim SRO-Anschluss und im Bewilligungsverfahren.

Sandra hat einen LL.M. in internationalem Wirtschaftsrecht der Universität Freiburg, einen Master in Volkswirtschaftslehre der Universität Grenoble und einen Master in Lehrerbildung. Sie arbeitet auf Deutsch, Französisch und Englisch.

GwGGovernanceXeroCFOBewilligungen

Marc Lanz

Compliance Officer & Cybersecurity Consultant

Marc combines more than 20 years of experience in technology, regulation and leadership. He works at the intersection of compliance, cybersecurity and operational systems.

His expertise includes VQF, FINMA and NIS2 requirements, AML and KYC controls, GRC frameworks, digital forensics and regulatory process automation.

GRCCybersicherheitNIS2KYC

Our Expert Network

International specialists

Symplified works with a carefully selected network across accounting, licensing, business development, compliance and legal disciplines. This extended capability allows each mandate to bring together the expertise required by the client’s structure and jurisdiction.

AccountingLicensingBusiness DevelopmentComplianceLegal
Vision & mission

Making Swiss compliance clear and manageable

Our vision

Regulated and growing businesses should be able to access senior expertise through modern, coordinated services—without building an unnecessarily large back office.

Our mission

To translate Swiss regulatory, accounting and corporate obligations into practical systems that are reliable, audit-ready and easy for management to understand.

Professional ecosystem

Platforms and professional organisations

Visit the official websites of the platforms and organisations connected with our professional environment.

Our approach

From assessment to long-term partnership

We combine advice with implementation so that recommendations become working processes.

01

Assessment

Understand the current structure, risks, gaps and priorities.

02

Strategy

Define a realistic roadmap around the business, timeline and budget.

03

Implementation

Build the documentation, controls, workflows and systems required.

04

Monitoring

Test, review and improve the framework as the business evolves.

05

Partnership

Provide a dependable point of contact for ongoing questions and change.

Clients we work with

Support shaped around different operating models

Financial intermediaries

  • External asset managers
  • Independent wealth managers
  • Family offices
  • Financial advisers

Financial service providers

  • Payment service providers
  • Fintech companies
  • Corporate service providers
  • Trust companies

SMEs & corporates

  • Swiss subsidiaries
  • Growing regulated businesses
  • Companies preparing for licensing
  • Organisations strengthening governance

Startups & founders

  • New entity formation
  • Initial compliance frameworks
  • Scalable finance processes
  • Outsourced specialist support

Let’s build the right structure around your business.

Tell us where you are today and what you need to achieve. We will identify the relevant expertise and a practical starting point.

Get in Touch