Prepare your annual financial statements

bexio is perfectly tailored to small businesses, start-ups and self-employed people in Switzerland. bexio makes small businesses more successful – and that has even been proven: 67% of companies have been more successful since working with bexio!

Correctly implemented financial statements consist of at least of a balance sheet, an income statement (final statement of accounts) and the notes. Depending on the legal form of the company, an audit report by an independent auditor may be required by law (Swiss Code of Obligations [OR] Art. 728). In addition to the components of the financial statements, certain disclosures in the notes are also mandatory. See Art. 961a OR and Art. 961d para. 1 OR.

Currencies are usually presented in the company's reference currency. This means in the currency that is central for business operations. If this is not the national currency of Switzerland, the data must also be provided in Swiss francs. The exchange rates used are then to be disclosed in the notes on the accounts and, where necessary, explained.

The preparation of annual financial statements can quickly cause uncertainties and fears for an entrepreneur. Those who do not feel able to close the company's accounts themselves, be it due to a lack of time, a lack of interest, or simply a lack of expertise, can rely on the help of trustees. These are specialists in accounting, and closing the yearly accounts is part of their bread and butter. Our fiduciaries directory will help you find a fiduciary in your area.

Suitable accounting software can also greatly simplify the job of preparing annual financial statements. With the intuitive and comprehensive software from bexio, for example, which can be used anywhere, you can easily complete your annual financial statements yourself, even without extensive prior knowledge. If you work with a trustee, you can give them direct access to your accounting data in bexio. This simplifies your work together, spares you nerves, and saves you time and money. It's best to just try it out!

You can test bexio completely free of charge for 30 days without any obligation and without having to register a credit card. No downloads or installation are required. Ready to start in just a few steps. Once the 30 days are up, your trial account will automatically be deactivated, without you needing to cancel.

It is perfectly normal to need assistance with your annual accounts in bexio, especially when it comes to important financial statements. In our bexio Academy online course on year-end tasks, our fiduciary expert will show you step by step what you need to consider when closing your accounts and how to get through the process in bexio safely and efficiently. It is ideal for reducing uncertainty and gaining routine.