Bookkeeping
Sales, purchases, expenses, payments and journals recorded with a traceable document trail.
Xero Accounting Switzerland
Xero Certified AdvisorSwiss accounting expertise · English and French support
Swiss accounting on Xero, clear, current and audit-ready.
A Xero Certified Advisor for Swiss bookkeeping, migration, VAT, annual accounts and finance-team training. We support SMEs and internationally owned businesses in Vaud, Zug and across Switzerland.
Xero Certified AdvisorSwiss accounting expertise · English and French supportService coverage
Choose the support your organisation needs
We can manage the full accounting cycle or strengthen selected parts of an existing finance function.
Reconciliations
Bank accounts, payment providers, receivables and payables reviewed so unexplained balances do not accumulate.
Swiss VAT
Registration analysis, transaction coding, periodic return preparation and reconciliation of VAT control accounts.
Payroll coordination
Monthly payroll inputs, salary postings and coordination of social-security and source-tax information.
Annual accounts
Closing entries and financial statements prepared under the applicable Swiss reporting requirements.
Management information
Cash, profitability, working-capital and budget views prepared for owners, management or boards.
Xero advisory and bookkeeping
A cloud ledger configured for the Swiss entity
Xero centralises invoices, bills, bank information, documents and financial reports. Symplified sets up the accounting structure, reviews the data and turns the system into a controlled Swiss bookkeeping process.
✓Initial configuration and a chart of accounts adapted to the entity
✓Opening balances, historical data and migration checks
✓VAT codes, tracking categories and user permissions
✓Bank-feed and reconciliation workflows where supported
✓Invoice, bill and document-capture procedures
✓Monthly review, corrections and reporting
Practical Xero offers
Clear starting points and indicative pricing
All prices are starting estimates, excluding VAT and software subscriptions. Complex migrations, historic clean-up and high transaction volumes are quoted separately.
Xero health check
Configuration, chart of accounts, VAT codes, bank reconciliation and access review.
From CHF 660Migration to Xero
Migration from Bexio, Banana, Sage, Comatic or Excel, including opening balances and control checks.
From CHF 1,980Monthly bookkeeping
Regular bookkeeping, reconciliation, close review and agreed management reporting.
From CHF 660/monthSwiss VAT return
VAT coding review, control-account reconciliation and preparation of the periodic return.
From CHF 440/returnAnnual closing
Closing entries, statutory financial statements and an organised supporting file.
From CHF 1,760Xero team training
Three-hour practical session for invoicing, expenses, approvals, reconciliation and reports.
From CHF 660Looking for a Xero accountant in Switzerland, a Xero fiduciary in Vaud, Xero Buchhaltung Schweiz or a Xero Treuhänder in Zug? Symplified provides English- and French-speaking support from Vaud and Zug at a standard advisory rate of CHF 220 per hour.
Software comparison
Xero, Bexio, Sage or Comatic?
The best system depends on the company’s scale, international activity, payroll, inventory, reporting and integration needs. We recommend the tool that fits the operating model—not simply the newest platform.
| Platform | Typical strengths | Points to plan | Often a good fit for |
|---|---|---|---|
| Xero | Cloud collaboration, bank reconciliation, reporting, app ecosystem and multi-currency workflows. | Swiss VAT, payroll and statutory closing require appropriate configuration and professional review. | International SMEs, groups, startups and management teams wanting live finance access. |
| Bexio | Swiss cloud administration combining invoicing, accounting, banking and optional payroll. | Assess reporting depth, international requirements and migration needs as the company grows. | Swiss SMEs seeking an integrated local administration tool. |
| Sage | Mature accounting and ERP capabilities for established, process-rich organisations. | Implementation, customisation and user training can be more substantial. | Established SMEs and mid-sized organisations with deeper operational requirements. |
| Comatic | Swiss modular business software for accounting, sales, payroll, time, inventory and administration. | Choose between modules, local or cloud use, and define the required integration architecture. | Swiss-centric SMEs wanting broad administration in one modular environment. |
Independent comparison: product functions, subscriptions and integrations change. We confirm the current scope with the software provider before implementation.
Responsibility map
Who provides what
A clear division of tasks keeps records complete and deadlines predictable.
| Area | Your team | Symplified | Xero |
|---|---|---|---|
| Business documents | Provide complete invoices, contracts, receipts and approvals. | Define submission rules and follow up missing support. | Stores digital records and links them to entries. |
| Accounting treatment | Explain the commercial purpose and unusual transactions. | Apply the chart, VAT treatment, accruals and review controls. | Records the entries and produces ledger reports. |
| Bank activity | Maintain authorised accounts and explain exceptional payments. | Review matching, investigate differences and complete reconciliation. | Imports supported bank data and provides matching tools. |
| Reporting | Set decision needs, budgets and reporting dates. | Prepare the close, analyse movements and communicate issues. | Generates reports from the recorded data. |
| Year end | Approve accounts and provide final confirmations. | Prepare closing adjustments, financial statements and audit support. | Maintains the detailed record used for closing. |
Accounting calendar
A predictable cycle for records and reporting
Frequency is adjusted to the size and activity of the business.
Capture
Submit invoices, bills, expenses, payroll inputs and key contracts.
Reconcile
Review banks, payment accounts, open items and unusual movements.
Report
Deliver agreed financial information with explanations and actions.
File
Prepare VAT and other recurring submissions from reviewed balances.
Finalise
Complete closing work, statutory accounts and the supporting file.
Company lifecycle
Accounting is the central operating record
Good accounting connects every phase of a company—from incorporation to growth, regulatory oversight and an eventual sale or liquidation.
Company creation
Legal form, capital, registrations, bank account and opening documentation.
Accounting
The live financial record supporting tax, VAT, management decisions, licensing evidence and audit readiness.
Compliance
Governance, AML controls and regulatory monitoring supported by reliable financial evidence.
Liquidation
Final accounts, creditor settlement, tax coordination and an orderly closing file.
Starting or switching
A controlled handover into Xero
Before routine bookkeeping begins, we confirm the opening position and remove uncertainties that would otherwise reappear in every report.
✓Entity details, reporting basis and financial year
✓Latest approved accounts and current trial balance
✓VAT status, filing method and outstanding returns
✓Open customer, supplier, payroll and tax balances
✓Bank and payment accounts requiring reconciliation
✓Access rights, approval rules and reporting expectations
Questions
Accounting and Xero
Can Symplified take over an existing Xero organisation?
Yes. We first review the chart, opening balances, VAT configuration, reconciliations and access rights, then agree the corrections and handover date.
Can management keep access to the books?
Yes. Access can be configured according to responsibilities, allowing management to view information while protecting approval and accounting controls.
Does using Xero automatically make the accounts Swiss-compliant?
No. Xero is the accounting platform. The configuration, transaction treatment, documentation, closing judgements and statutory reporting still require professional review.
Can you support international groups?
Yes. The local bookkeeping can be coordinated with group reporting, multi-currency activity and parent-company deadlines, subject to the selected system features and agreed scope.
Xero guides
Practical answers for Swiss businesses
Use these guides to plan the software decision, Swiss VAT configuration and a controlled migration.
Software decision
Xero vs Bexio, Sage and Comatic
Compare the platforms around Swiss and international operating requirements.
Read guide →Swiss VATUsing Xero for Swiss VAT
Set up tax rates, evidence and review controls for reliable VAT preparation.
Read guide →MigrationMove to Xero during the financial year
Plan cut-off, opening balances, outstanding items and reconciliation without losing control.
Read guide →Reference information: Swiss SME Portal on accounting and auditing · Federal Tax Administration VAT information · Xero accounting software overview. Xero features vary by plan, market and connected provider.
Make the finance function easier to follow.
We will review your current records, reporting needs and Xero setup, then propose a practical accounting workflow.
Talk to Symplified