Corporate Client Services
Table of Contents
1.
KENDRIS private Ltd. - History
2.
Core Competences / Target Clients Area Accounting & Outsourcing
Services
2.1
Our Answers to Your Expectations
3.
Consulting with KENDRIS
3.1
Outsourcing Accounting and Controlling I
3.2
Outsourcing Accounting and Controlling II
3.3
Outsourcing Payroll
3.4
Multidisciplinary Services
3.5
Why KENDRIS
4.
Efficient Project Organization
5.
Our Tasks / Sample Projects
6.
KENDRIS Accounting & Outsourcing Services – Who is Who
7.
Where do you find us
8.
Attachments
_Proactive Communication
1. KENDRIS private Ltd. – History
› 1910
Founding of Fides Treuhand-Vereinigung
› 1992
Merger with parts of Fides Treuhand and several Fides subsidiaries
with KPMG Switzerland and change of name to KPMG Fides
› 1999
Founding of KPMG private, a subsidiary of KPMG Switzerland
› 2005
Management Buy-Out of KPMG private, name change to KENDRIS
private Ltd.
› 2009
Integration of fiduciary team of KPMG Aarau and expansion of the
field of Accounting & Outsourcing Services
› Today the leading independent Swiss Wealth Management and Financial
Planning company
fully owned by their management.
› Founding members of SATC, Swiss
2. Core Competences / Target Clients
Area Accounting & Outsourcing
Services
› Our Core Competences
_ Bookkeeping and advice on annual financial statements pursuant to
Swiss Code of Obligations, SWISS GAAP FER and IFRS
_ Financial planning and controlling
_ Payroll administration
_ Advice in the area of social security welfare benefits
_ Coordination tasks, company administration, business management
_ Successor planning, tax planning
_ Founding and expansion of businesses
_ Real estate transactions
› Target Clients
_ Private persons
_ Small and medium size businesses
_ Business enterprises
2.1 Our Answers to Your Expectations
We support our clients in the areas of bookkeeping, payroll administration, successor
regulations, tax, valuations, transactions, eKENDRIS
Your Expectations
Our Answers
Everything in one place
› Decisive project management and central place for all inquiries › Coordination of experts in order to prevent duplication of work › Flexible and quick support for individual questionsAccess to a network of
specialists
› Specialists in mediation in cases of successor regulation, tax consulting, legal advice, payroll administration, valuation of businesses and negotiations in all of Switzerland › Many years of very good relationships with regulatory agencies and authorities
› Stability and continuity of team members › Access to a world-wide network of specialists
Competences and
experience
› Much experience with small and mid-sized businesses in Switzerland › Experts in all economic sectors
› Excellent references and very good experience in collaborating with financial institutes › Broad industry Know-how
Efficient processes
› Processing your inquiries in a short time› Integration of KENDRIS standard processes in implementing projects
Professional Online
Accounting with
AbaWebFiduciary
(eKENDRIS)
› Effectively and efficiently manage accounting
› Clients determine the amount of work allocated between them and KENDRIS private Ltd.
› Monthly minimum fee is CHF 25.00
› One time lump sum fee of approx. CHF 500.00 and the costs for the Post
Certificate of CHF 120.00.
Outsourcing Accounting and Controlling I
›
Structuring and development of accounting incl. budget, financial and
liquidity planning
›
Instruction and monitoring of client personnel
›
Management of financial bookkeeping on the internal system or
on site at client
›
Management of account receivables, payables and special bookkeeping
incl. ancillary books
›
Electronic payments
›
Preparation of value added tax statements/turnover results
3. Consulting with KENDRIS
3. Consulting with KENDRIS
Outsourcing Accounting and Controlling II
› Financial statements design and advice in accordance with economic,
commercial law and tax point of views
› Preparation of interim financial statements
› External controlling to support business management
› Structuring a MIS (Management Information System)
› Providing temporary financial specialists
3. Consulting with KENDRIS
Outsourcing Payroll
› Discrete professional payroll processing for third parties
› Organization and monitoring of payroll payments
› Management of salary bookkeeping
› Preparation of salary, social security welfare benefits and withholding tax
statements
› Determination of shadow withholding tax for expatriates
› Support for foreign employees in all matters
› Preparation of salary tax statements
› Advice relating to tax, social security welfare benefits, employment
agreements, etc.
› Obtaining work and residence permits
› Preparation of employment agreements
› Management of personnel administration
› Execution of social welfare benefit and property insurance agreements
3. Consulting with KENDRIS
Multidisciplinary Services
›
Successor planning
›
Reorganizations / Restructurings
›
Founding of businesses / Conversion of legal form
›
Tax optimization / tax consulting
›
Financial and pension planning
›
Financing processes / bank negotiations
›
Value added tax advice
›
Real estate transactions
3. Consulting with KENDRIS
Why KENDRIS?
› We pursue a uniform consulting approach with inclusion of specialists from
different fields (legal and tax consulting).
› As specialist with know-how we support project management and
contribute to methodical knowledge.
› A network of over 160 employees in 6 locations in Switzerland and a
location in Vienna/Austria is available to our clients.
› One contact partner – nationally and internationally linked.
› We offer tailor-made solutions starting with the technical definition of
requirements to putting the concepts and guidelines into concrete terms
and their implementation.
› We have high quality demands. By means of our professional competence,
the personal integrity of every single employee as well as the
determination to gain the correct understanding and to implement it in a
target oriented manner, we create the basis for a successful collaboration.
4. Efficient Project Organization
So that your expectations and needs are optimally coordinated, we
put together individually determined teams.
In doing this we pay attention to:
› Competences on the highest level
› Interdisciplinary experience
› Cost optimized processes
› Locally anchored but connected to an international network
› Resource stability
5. Our Tasks / Sample Projects
Successor Regulations
Succession regulations for a retail store with a turnover of approx. CHF 10 million
Starting Situation
One-man business in the name of husband. Wife works in business. Couple divorces.
Our Role
Situation analysis, prepare and assess variations, choose variations, handle negotiations and execute agreements,
implementation. Today the former wife manages the business as a corporation.
Challenges
Marital property system disputes (mediation), tax rulings, financing.
Business Valuations / Brokerage
Services
Sale of parts of a producing family operation Starting Situation
Family business to be sold. Our Role
Support in all aspects of a company transaction. Preparation of sales documentation, transaction structuring and the indicative business assessment of the sales object. Search, identification and approach to possible purchasers. Analysis of offers, management of purchaser Due Diligence and support for legal advisor in the subsequent negotiations.
Challenges
Highly emotional project due to longer family tradition.
Payroll Administration
Management of salary bookkeeping Starting Situation
Swiss business has not found any qualified employees to manage salary bookkeeping.
Our Role
Management of monthly payroll bookkeeping. Definition of processes, filling out all social welfare benefit declarations, preparation of salary tax statement, etc.
Challenges
Cost efficient salary statements, integration of data into the
Bookkeeping & Controlling
Management of financial bookkeeping Starting Situation
Foreign company group establishes a sales company in Switzerland.
Our Role
Establishment of business structure, management of
bookkeeping, monthly reporting to the group, preparation of annual financial statements in accordance with Swiss CAP FER and IFRS.
6. KENDRIS Accounting & Outsourcing
Services – Who is Who
Director
Dieter Knapp
Director
Head AOS
T +41 58 450 58 54
F +41 58 450 58 53
[email protected]
«As Head of the Area Accounting & Outsourcing Services, I ensure an efficient flow of all inquiries and
projects.»
Dieter Knapp is a licensed real estate agent and certified controller FH. He was employed
from November 1990 until December 2008 by KPMG in an executive position. Since January
2009 he has headed the Area Accounting & Outsourcing Services at KENDRIS. Dieter Knapp
has around 30 years fiduciary experience and broad know-how as a comprehensive advisor of
small and sized businesses. He has detailed knowledge in transactions of small and
mid-sized companies as well as real estate. He assists clients in Change Management Processes
and is active as Coach in structuring of businesses and successor planning.
6. KENDRIS Accounting & Outsourcing
Services – Who is Who
Senior Manager
Kevin Dietiker
Senior Manager
T +41 58 450 58 55
F +41 58 450 58 53
[email protected]
«As support for staff, I review technical questions and special cases for you. » Kevin Dietiker is a licensed economist HF. At the present time he is training while working for his MAS FH in Fiduciary and Business Consulting.
From January 2000 until December 2008 he was employed by KPMG, 5 years of which in tax consulting. Since January 2009 he is employed by KENDRIS. He has distinguished himself as comprehensive advisor of small and mid-sized businesses. In addition he has specialized as temporarily available financial specialist. He also has special IT knowledge e.g. ABACUS, SAP, Sesam, JD Edwards.
Andreas Grossenbacher
Senior Manager
T +41 58 450 58 27
F +41 58 450 58 53
[email protected]
«As support for staff, I examine technical questions and special cases for you.» Andreas Grossenbacher is a licensed economist HF. At the present time he is training while working for his MAS FH in Fiduciary and Business Consulting. He was a member of the fiduciary team of KPMG in Zurich from
September 2000 until September 2009. Since the fall of 2009 he is employed by KENDRIS. As part of his main duties is the implementation of complex accounting solutions. In addition he has specialized in all expatriate issues.
6. KENDRIS Accounting & Outsourcing
Services – Who is Who
Manager
Maya Gerny
Manager
T +41 58 450 58 57
F +41 58 450 58 53
[email protected]
«As payroll specialist I ensure that your employees have their salaries paid punctually.»
Maya Gerny has worked since many years in various areas of accounting. She was a member of the fiduciary team of KPMG from April 2000 until December 2008. Since January 2009 she is employed by KENDRIS. She is specialized in the area Outsourcing of Payroll Administration for national and international clients. A comprehensive knowledge of withholding taxes allows her to quickly clarify and implement situations.
Cornelia Kyburz Manager
T +41 58 450 58 64 F +41 58 450 58 53 [email protected]
«I handle special mandates in the area of Accounting which allows me to coordinate my roles as mother and specialist.»
Cornelia Kyburz is a certified public accountant. She was a member of the fiduciary team of KPMG from July 2000 until April 2009. Since May 2009 she is employed KENDRIS. She has broad experience in accounting matters in the area Outsourcing of Payroll Administration and Financial Bookkeeping for national and international clients.
6. KENDRIS Accounting & Outsourcing
Services – Who is Who
Manager
Nica Hellinger Manager T +41 58 450 58 58 F +41 58 450 58 53 [email protected]«As accountant I ensure that the process guidelines are observed.»
Nica Hellinger is a certified public accountant At KPMG she completed her commercial training and received her high school degree. She was a member of the fiduciary team of KPMG from August 2005 until December 2008. Since January 2009 she is employed KENDRIS . She already has broad experience in accounting matters in the areas of Payroll Administration and Financial
Bookkeeping for national and international clients.
Désirée Stevanin Manager
T +41 58 450 58 60 F +41 58 450 58 53 [email protected]
«I already have many years of experience in the fiduciary field and am a specialist in bookkeeping matters.»
Désirée Stevanin is a specialist in financial and accounting issues. She was a member of the fiduciary team of KPMG from September 2008 until December 2008. Since January 2009 she is employed KENDRIS. She already has broad experience in accounting matters in the areas of Outsourcing of Payroll
6. KENDRIS Accounting & Outsourcing
Services – Who is who
Consultants
Calogera Maria Sferrazza Consultant
T +41 58 450 58 59 F +41 58 450 58 53 [email protected]
«I gladly take responsibility and ensure that tasks are completed on time.»
Calogera Sferrazza was a member of the fiduciary team of KPMG from November 2005 until December 2008. Since January 2009 she is employed by KENDRIS. She has broad experience in accounting matters in the Outsourcing of Payroll
Administration and Financial Bookkeeping for national and international clients. In addition she is responsible for the department administration.
«I ensure that the important tasks and items in the area Accounting and Financial Bookkeeping are finished on time.»
Jeanine Hofer commenced her work at KENDRIS as per October 1, 2009. She successfully completed her commercial training in an accounting office in Solothurn. Afterwards she improved her language skills with a stay in Australia. She passed the FIRST Certificate in English and already has good knowledge in the area Accounting and Financial Bookkeeping.
Jeanine Hofer Consultant
T +41 58 450 58 30 F +41 58 450 58 53 [email protected]
7. Where do you find us
>
KENDRIS private Ltd
Mühlemattstrasse 56
5001 Aarau
•
FON +41 (0)58 450 58 00
[email protected]
•
FAX +41 (0)58 450 58 53
www.ekendris.com
> KENDRIS private Ltd
Wengistrasse 1
8026 Zurich
•
FON +41 (0)58 450 50 00
[email protected]
•
FAX +41 (0)58 450 59 50
www.ekendris.com
Proactive Communication
Print media is more important than
ever
Swiss papers on wealth consulting and property law
PRIVATE, The Magazine for wealth consulting and Private Banking
Yearbook for tax and successor planning KENDRIS is the leading bank independent Swiss provider of fiduciary services, tax and legal consulting, management of trusts, foundations and companies including board of director mandates, Art Management as well as additional Family Office services.. KENDRIS is managed by its owners and is fully owned by its management and employees. Our business processes are certified pursuant to SQS Quality Management and ISO 9001:2000. Our varied activities have allowed us to build up a rich treasure of experience. This allows us to take action to adjust to interdisciplinary and local, national and international circumstances.
Our experience has shown that a regular proactive and efficient communication with our clients is extremely important. Therefore we want to offer you various communication platforms. The successful value added for our clients by our partners and employees is rooted in our culture characterized by business spirit, continuity and integrity.
