Accounting | Audit
Tax and Legal | Consulting IT Solutions
A broad understanding –
individual consulting
Marcel Müller
Divisional Manager Accounting
Claude Rohrer
Divisional Manager Audit
Yvonne Ried
Accounting
Olivier Huguenin
OBT – in a nutshell
OBT at a glance
OBT is an independent Swiss company
Experience in accounting, audit, consulting, tax and legal, and also IT solutions since 1933 Audit firm under state oversight
Information security management system certified in accordance with ISO 27001:2013 12 branch offices
4 subsidiaries (FIGAS Autogewerbe-Treuhand der Schweiz AG, FIGAS Revision AG, Baker Tilly OBT AG
and ASTAL Treuhand & Verwaltungs AG)
Around 300 employees, including 20 trainees
Technical publications issued twice yearly (KMU Praxis, Gemeinde Praxis)
OBT regularly holds a diverse range of professional seminars, eduQua certification Globally networked as an independent member of Baker Tilly International
OBT works and operates according to typical Swiss values – we have a methodical work ethic, provide competent support and have the human factor. Our customers place their trust in us and our individual, professional and reliable advice. Only in this way has been able to establish itself as one of the six largest accounting, audit and consulting companies in Switzerland.
Our success is the result of many long years of hard work. The company was founded in 1933 as OBTG, «Ostschweizerische Bürgschafts- und Treuhand-Genossenschaft», while OBT was set up as a subsidiary
in 1972. Since the management buyout in 1998, OBT is owned by the partners.
Today, we employ around 300 staff, including 20 trainees, in 12 branch offices. Together, we support and advise business and private customers, administrations, and also public and international companies. Our services cover the areas of accounting, audit, consulting, tax and legal, and also IT solutions.
Our information security management system has been certified in accordance with ISO 27001:2013 since October 2014. We are thus one of the first companies in our sector to ensure confidentiality, availability and integrity consistently in the handling of information and data. Furthermore, we are also the first compa-ny in the area of ABACUS and accounting to have received the Swiss eduQua certificate. eduQua is the best known quality certificate for further education providers in Switzerland.
OBT is a member of EXPERTsuisse, the SwissTrade Association and an independent member of the global network Baker Tilly International.
Urs Moser CFO Thomas Kade CEO Sibylle Spiri Accounting Christof Kessler Audit Antonella Mussoi Personnel Management
Core competencies
OBT has experienced and designated specialists for all core competencies, and we are familiar with interdisciplinary tasks. No matter whether you require services from one or many different areas, we will provide you with highly professional advice and expertise, as well as the best individual solutions.
A partnership with OBT offers you a variety of proven advantages, thus creating a solid foundation for your long-term success:
Continuity and personal proximity
You will be advised by a contact partner who knows you, and who understands your needs. This creates trust, and forms the basis for a long, successful cooperation.
Quality through experience and competence
We are involved with the SME business on a daily basis, and understand it from all sides.
At the same time, we place great importance on keeping all our employees abreast of the latest developments at all times.
Efficient and discreet handling
Your consultant will deal personally with your interests, paving the way to your success.
Excellent relationships with banks, authorities and associations facilitate efficient business processes.
Modular range of services
The economic environment is in a constant state of flux, and which sometimes change quite suddenly. Thanks to our wide range of core competencies, we are able to offer you precisely the support that you
need in every situation – even when faced with diverse and varying requirements.
OBT core competencies at a glance
Audit
IT Solutions Consulting
Tax and Legal
Peter Meier
Tax and Legal
Ursula Bauer
IT
Andreas Fanchini
Accounting
Accounting and financial statement consulting Online accounting service with professional expert support
Payroll accounting and payroll administration Ensuring cover in finance and accounting and/or payroll
Temporary assignments in finance and accounting and/or payroll
Controlling and reporting functions
Support in financial business management Tax and VAT consulting
Consulting
Succession planning
Valuation of the enterprise as a whole
Support in company acquisitions and disposals Company placement
Consulting in financing
Support and coaching of startups Support setting up business plans
Reorganisation and restructuring consulting Expert activities
Coaching Boards of Directors Holding seminars
Audit
Audit according to Swiss law (ordinary or limited audit)
Audit pension plans
Audit non-profit organisations
Audit according to the accounting standards Swiss GAAP FER and IFRS
Audit public enterprises
Support with the introduction of the internal control system (ICS)
Corporate assessment, due diligence and expertise
Special audit
Tax and Legal
National and international tax consulting, analysis, planning and optimisation for companies, private individuals and expatriates
Tax and legal support in founding, restructuring, selling and liquidating companies
Tax and legal support with the planning of corporate succession for SMEs
Preparing tax returns, checking tax calculations and assessments, raising objections/appeal procedures, communication with tax authorities
Supervision and technical support in VAT issues Legal consulting for national and international customers in the areas of labour law,
law concerning foreigners and social security Legal consulting in national and
international contract law, incl. support with contract negotiations (purchase and sale law, intangible property law and IT law)
Tax and legal consulting for all inheritance matters, in particular the creation of marriage and
testamentary contracts, wills and the handling of will execution
IT Solutions
Comprehensive consulting services (needs analysis, concept, IT analyses, security checks, evaluation support, etc.)
ABACUS ERP holistic solution for SMEs, communities, towns and energy providers
(project handling, support and training of ABACUS solutions)
NEST/IS-E as a holistic solution for communities, towns and energy providers
(project handling, support and training of NEST/IS-E solutions)
ABACUS ERP from the «OBT Swiss Cloud» Gold Partner status at ABACUS, Microsoft, HP, NEST and IS-E
Project handling, support and operation of custome in-house IT systems
Full or partial outsourcing in own computing centre «OBT Swiss Cloud», certified according to ISO 27001:2013
Own support hotline and organisation for all IT services
Accounting | Audit
Tax and Legal | Consulting IT Solutions
OBT in your region
Berikon Bahnhofstrasse 22 | 8965 Berikon Phone +41 56 648 26 48 Brugg Paradiesstrasse 15 | 5201 Brugg Phone +41 56 462 56 66 Heerbrugg Auerstrasse 31 | 9435 Heerbrugg Phone +41 71 727 11 88 Lachen SZ Neuheimstrasse 36 | 8853 Lachen SZ Phone +41 55 462 12 25 Oberwangen BE Mühlestrasse 20 | 3173 Oberwangen BE Phone +41 31 303 48 60 Rapperswil SG Fischmarktplatz 9 | 8640 Rapperswil SG Phone +41 55 222 89 22 Reinach BL Herrenweg 11 | 4153 Reinach BL Phone +41 61 716 40 50 Schaffhausen Rheinweg 9 | 8201 Schaffhausen Phone +41 52 632 01 50 Schwyz Rubiswilstrasse 14 | 6431 Schwyz Phone +41 41 819 70 70 St.Gallen
Rorschacher Strasse 63 | 9004 St.Gallen Phone +41 71 243 34 34 Weinfelden Bahnhofstrasse 3 | 8570 Weinfelden Phone +41 71 626 30 10 Zurich Hardturmstrasse 120 | 8005 Zurich Phone +41 44 278 45 00 Christoph Brunner Divisional Manager Accounting
