Summary
With KLARA, even less experienced people can manage their accounting, but it is recommended to manage the accounting with the support of a fiduciary.
With KLARA, it is possible to manage the accounting independently, which is particularly beneficial for less experienced users. Nevertheless, there are several reasons why the support of a fiduciary is worthwhile.
Advantages of working with a fiduciary
- Error detection and correction: Fiduciaries can help find and correct any errors in the accounting. It is better to ask one time too many than to correct an incorrect entry later.
- Cleaning up the accounting: Fiduciaries can clean up the accounting for the closing, resulting in a more accurate financial presentation.
- Annual financial statements, tax return: A fiduciary can help you prepare correct annual financial statements, which is important for financial transparency and legal requirements.
When is it worthwhile to seek support?
Even if you manage your accounting independently in KLARA, there are situations in which it is worthwhile or legally required to engage a fiduciary firm:
- Formation and legal structure: When choosing the appropriate legal structure (sole proprietorship, GmbH, AG) and during the formation itself.
- Statutory audit requirement: Corporations and GmbHs are subject to a statutory audit requirement above certain sizes. A fiduciary can clarify whether and which type of audit applies to you.
- Payroll and social insurance: As soon as you hire employees, AHV, withholding tax, and other contributions become more complex.
- VAT special cases: When changing the accounting method, correcting input tax, or applying group taxation.
- Growth: As your revenue increases, the complexity of your accounting also increases.
You remain independent with KLARA for your daily accounting—a professional supplements your work wherever specialist knowledge and legal certainty are required. Find Your Fiduciary | Experts For KLARA | Treuhand Suisse
Save on fiduciary costs
To keep the costs for cleaning up and closing the accounts as low as possible, pay attention to the following:
- Upload all your receipts and vouchers related to your expenses. If you are unsure about the correct entry, you can always consult with someone.
- Connect your bank to KLARA and regularly perform a bank reconciliation. If the bank does not offer automatic synchronization, regularly upload the campt file and record all transactions.
- Avoid manual entries if you are not sure. Most cases are covered by workflows within KLARA. Otherwise, consult Support.
- Regularly check the status of your outstanding items and whether the bank account is correct.
- Record VAT correctly. Make sure that the VAT settings are correct. If anything changes here, adjust the settings.