Checklist · 10 ✓
Bookkeeping documents for your first meeting
These documents help us understand your bookkeeping situation.
Open template ↗Verumo · Switzerland
Checklists and downloads
Prepare for your first meeting
Checklist · 10 ✓
Prepare to change fiduciary advisers
An organised inventory makes it easier to hand over your bookkeeping.
Open template ↗Checklist · 10 ✓
Property records for your first meeting
Available property records help us discuss your needs effectively.
Open template ↗Gather only the documents you have that are relevant. This checklist collects information; it does not provide a legal or tax assessment.
Official forms are required here.
Check the competent authority’s language and cantonal requirements.
Official forms for landlord termination and rent changes · BE ↗