Verumo · Switzerland
Prepare to change fiduciary advisers
An organised inventory makes it easier to hand over your bookkeeping.
Gather only the documents you have that are relevant. This checklist collects information; it does not provide a legal or tax assessment.
Scope and responsibilities
Accounting records
Access and additional information
Next steps
Tick the documents available. Note your questions and arrange a meeting with Verumo. We can identify missing documents together.
Let’s discuss your needs ↗As at: 19.10.2026