Berney associés

What Berney associés does

Berney Associés is a privately held Swiss fiduciary (fiduciaire) and professional services firm headquartered in Geneva, founded in 1990 by Charles Berney as Berney Conseil. The firm operates exclusively in Suisse romande through four physical offices located in Geneva, Lausanne, Fribourg, and Nyon, organized via a group structure of wholly owned subsidiaries (Berney Associés Vaud SA, Berney Associés Fribourg SA, Berney Associés Nyon SA, Ofisa Berney Associés SA, and Alteris Léman SA) and employs approximately 180 collaborators.

The firm's offering is a horizontally diversified suite of fiduciary and advisory services delivered to enterprises, organizations, individuals, and startups. Practice areas include audit (financial statement, internal, salary equality, and IT audits), tax advisory and compliance (including property, inheritance, international, and VAT), legal counsel (contract, employment, mediation, trademark), management consulting and outsourced finance (bookkeeping, payroll, CFO services), corporate transactions (M&A advisory, due diligence, valuation, financing), business transformation, and a dedicated startup service line covering business formation, fundraising, and business planning. The firm's principal proprietary technology asset is Berney Insights, an online data visualization tool providing clients with daily-updated financial dashboards and advanced accounting data analysis.

Berney Associés generates revenue through professional services fees on a quote-based model tailored to engagement complexity, with no publicly disclosed pricing. Go-to-market is sales-led and relationship-driven: direct in-person consultations at the four office locations, supplemented by tax seminars, Berney Insights workshops, an email newsletter, a downloadable Tax Guide 2026, and organic social presence on LinkedIn, Instagram, and YouTube. The firm is privately held with no external investment or parent company disclosed, and positions itself around a multi-generational client service philosophy ("de génération en génération").

Name

Berney associés

Legal name

Berney Associés SA

Website

https://berneyassocies.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

101–250 employees

Short description

Berney Associés is a privately held Swiss fiduciary founded in 1990, operating across Suisse romande from offices in Geneva, Lausanne, Fribourg, and Nyon with ~180 collaborators, serving enterprises, individuals, and startups with audit, tax, legal, M&A, management consulting, and outsourced CFO services.

Ownership category

akta.pro rank

Product category

Fiduciary and Professional Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Outsourced Finance & CFO Services (BPAHABAE), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Accounting and audit services
• Tax advisory services
• Fiduciary services
• Corporate transaction advisory
• Management consulting services

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Advisory Services: Revenue generated from fiduciary, audit, tax consulting, legal advice, management consulting, and business transaction services to enterprises, organizations, individuals, and startups in Swiss Romande.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Berney Associés is a Swiss fiduciary firm delivering accounting, audit, tax advisory, legal counsel, corporate transaction (M&A) support, and management consulting services to enterprises, organizations, individuals, and startups across French-speaking Switzerland. The firm supplements these professional services with Berney Insights, an in-house online data visualization and business intelligence tool for accounting data. Services are organized around practice areas: Audit, Management Consulting and Outsourced Services (including CFO outsourcing and bookkeeping), Taxation, Corporate Transactions, Legal Advice, Business Transformation, and Startup Services.

Product overview

Berney Associés is a Swiss fiduciary and professional services firm offering a portfolio of interconnected services primarily for businesses, organizations, and individuals in French-speaking Switzerland. The core offering centers on accounting, tax, legal, and audit services, supplemented by the firm's digital product Berney Insights—an online data visualization and analytics tool for accounting data. The services are organized around key practice areas: Audit, Management Consulting and Outsourced Services (including CFO services and bookkeeping), Taxation, Corporate Transactions (M&A advisory), Legal Advice, and specialized Startup Services. Together, these services provide end-to-end support for business lifecycle needs from startup through succession.

Differentiator

Problem solved

Functional benefit

Brands

• Berney Insights: Online accounting data visualization tool designed to transform financial data management into a strategic lever through daily updated visualization and advanced data analysis.

Products and services

• Berney Insights Online data visualization tool for accounting data that provides daily updated financial dashboards and advanced data analysis, enabling enterprises and organizations to turn financial data management into a strategic lever.
• Audit Services Comprehensive audit services covering financial statement audits, internal audits, salary equality audits, and IT audits for companies and organizations in French-speaking Switzerland.
• Management Consulting and Outsourced Services Outsourced finance functions including bookkeeping, payroll management, administrative management, financial reporting, CFO services, and company liquidation for enterprises and organizations.
• Taxation Services Tax advisory and compliance services covering tax returns, VAT, tax planning, tax audits and disputes, property taxation, and international taxation for businesses and individuals.
• Corporate Transactions M&A advisory services including acquisition support, sales support, due diligence, company valuation, and financing assistance for companies and business owners in Switzerland.
• Legal Advice Legal counsel services covering contract law, commercial law, employment law, mediation, law governing associations and foundations, trademark and copyright, and legal-financial expertise for enterprises and organizations.
• Startup & New Activities Services Comprehensive support for startups including business setup guidance, strategic and financial advisory, fundraising support, internal processes setup, and business plan development for new businesses and entrepreneurs.
• Business Transformation Business transformation and governance consulting services helping organizations optimize operations and achieve strategic objectives.

Named customers16 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Christine Vogondy (Alpinist)minorOthersBerney Associés became a sponsor of Genevan alpinist Christine Vogondy in her challenge to climb the 14 peaks over 8,000 meters. She is preparing for the ascent of Dhaulagiri in Nepal. This is a sponsorship/partnership reflecting the firm's values of challenge and achievement.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Run my Accounts AG: Run my Accounts is a Swiss online fiduciaire offering automated bookkeeping, payroll, and year-end closing for SMEs and startups. It directly challenges traditional fiduciaire services like Berney's bookkeeping and outsourced finance lines through a digital-first model.
• Bexio AG: Bexio is a leading Swiss cloud accounting and ERP platform for SMEs, with an integrated fiduciaire partner network. It competes with Berney's bookkeeping and SME compliance offering through automation and self-service software, complementing traditional fiduciary work.
• Walhalla Data AG: Walhalla is a Swiss fiduciary leveraging proprietary online accounting and collaboration tools for SMEs. It represents a more tech-enabled, often lower-priced alternative to traditional fiduciaires like Berney, particularly attractive to startup and SME clients.

Broad incumbents

• RSM Switzerland: RSM is a global mid-market audit, tax, and consulting network with a Swiss practice. It competes with Berney for mid-market audit, tax, and outsourced finance mandates, particularly where international network coverage is a client requirement.
• BDO Switzerland: BDO is a top-five Swiss audit and advisory network with broad fiduciary, tax, and consulting offerings. It overlaps heavily with Berney in audit, tax, and outsourced finance for mid-market and upper-mid-market clients in the same Swiss Romande geography.
• Grant Thornton Switzerland: Grant Thornton is a global mid-market audit and advisory network active in Switzerland. Its mid-market positioning, audit, tax, and advisory services, and Swiss Romande presence put it in direct competition with Berney for similar client segments.
• Baker Tilly Switzerland: Baker Tilly is a global mid-market advisory network with a Swiss practice offering audit, tax, and consulting. It overlaps with Berney in serving mid-market Swiss companies and competes particularly in audit, transaction advisory, and tax.
• Mazars in Switzerland: Mazars is an international audit, tax, and advisory network with a Swiss practice focused on mid-market companies. It competes with Berney in audit, tax, and corporate transactions, particularly for cross-border Swiss and European mandates.

Direct peers

• OBT AG: OBT is a Swiss-wide fiduciary, audit, tax, and consulting firm of comparable mid-market size with offices across multiple cantons. It directly competes with Berney Associés in fiduciary, audit, and tax services for SMEs and mid-market enterprises in Switzerland.

Regional players

• Fiduciaire FIDAG: FIDAG is a regional Swiss fiduciary and audit group with offices across multiple cantons. It is comparable to Berney as a multi-office regional fiduciaire offering audit, tax, and advisory services to SMEs and mid-market companies in Switzerland.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCRPy3E8GsTbCeg0qWpCmkpw
• LinkedInlinkedin.com/company/berney-associ-s/?originalSubdomain=fr
• Instagraminstagram.com/berneyassocies

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Berney associés