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/outils/changer-de-fiduciaire · 8 questions, 3 minutes

Should you change your fiduciary?

Eight questions on response times, deadlines, fees and the follow-up of your file. You get a score out of 100, an opinion on three levels and three recommendations. Often, the right answer is to talk to your fiduciary (accountant) first.

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8 questions about your current fiduciary

Answer based on your experience over the last twelve months. The result is calculated in your browser; nothing is stored or sent.

1. How quickly does your fiduciary answer a simple question?
2. Are your annual accounts ready in time for the general meeting?

The ordinary general meeting is held within six months of the year-end (art. 699 para. 2 CO, Swiss Code of Obligations).

3. Are your VAT returns filed on time?

The return must be filed within 60 days of the end of the period (art. 71 LTVA, Swiss VAT Act).

4. Do you know in advance what you will pay, and do you understand your invoices?
5. Does your fiduciary tell you about deadlines, risks or possible savings on their own initiative?
6. Do you have access to your figures during the year?
7. In the last three years, have you received reminders, fines, ex officio assessments or late-payment interest because something was overlooked?
8. Do you have a regular contact person who knows your file?

What the test measures

A fiduciary serves you well if they respond, meet deadlines, invoice clearly and know your file. The test gives the same weight to each of these points. It does not compare fiduciaries with one another.

  • Stay (75 and above): the relationship works; the recommendations help you keep it that way.
  • Talk about it (50 to 74): set out your expectations to your fiduciary, with specific, dated requests.
  • Consider a change (below 50): if a meeting changes nothing, prepare a switch without any gap in your deadlines.

The full process is described on the page Changing fiduciary. For a written offer: request a quote.

optional · reply within 48 working hours

Receive the analysis and discuss it with a fiduciary

Your result stays displayed above, without registration. If you wish, send it to us: a fiduciary reviews it, checks the points that need clarifying and replies within 48 working hours. There is no commitment.

Nothing is sent until you click “Receive the analysis”. Your answers and your result are then attached to your message.

Receive the analysis

An initial conversation, with no commitment

By video call or in Geneva. We look at your situation and tell you frankly whether a change is justified.

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