Bommer + Partner Treuhand

What Bommer + Partner Treuhand does

Bommer + Partner Treuhand KLG is a privately held Swiss fiduciary (Treuhand) firm founded in 1989 by Markus Bommer and Hanspeter Kienberger, organized as a Kollektivgesellschaft (general partnership) under Swiss law and headquartered at Schosshaldenstrasse 85 in Bern. The firm delivers a full-service fiduciary, accounting, tax, audit, and business consulting offering to Swiss businesses and individuals, structured around six integrated practice areas: Rechnungswesen (accounting and financial reporting), Lohn- und Personaladministration (payroll and HR administration), Steuerberatung (tax advisory), Wirtschaftsprüfung (audit), Wirtschaftsberatung (business consulting including M&A, valuations, and restructuring), and IT-Dienstleistungen. It is registered as an approved audit company with the Federal Audit Oversight Authority (ASR) and holds memberships in Expert Suisse and Treuhand Suisse, allowing it to perform statutory and consolidated audits under both the Swiss Code of Obligations and Swiss GAAP FER.

The firm's service delivery is built on a standardized technology stack: Abacus ERP (for accounting, payroll, and VAT), DocuWare (digital archiving and document management), Microsoft Teams (remote client meetings), Sage (auxiliary portal), DeepCloud storage, and the proprietary B+P Box for secure client file exchange. The firm holds Abacus Treuhand-Innovationspartner status and offers clients direct remote access to the Abacus platform, embedding itself into the client's daily financial workflow. The team of 80+ employees includes multiple partners with federal diplomas as Wirtschaftsprüfer, Steuerexperte, and Treuhandexperte, alongside team leaders, mandatsleiters, specialists, and apprentices.

The business operates on a sales-led, professional-services model with direct advisory engagement from a single Bern headquarters serving clients across Switzerland. Revenue is generated through quote-based engagements tailored to scope, with no publicly disclosed pricing. Customer segments are horizontal: Swiss businesses of varying sizes seeking outsourced or supplemented finance, tax, payroll, and audit functions, and Swiss individuals with complex tax situations. There is no productized software offering, no app, no API, and no disclosed third-party capital; the firm is partner-financed and self-grown, with 35+ years of compounding local reputation.

Name

Bommer + Partner Treuhand

Legal name

Bommer + Partner Treuhand KLG

Website

https://bommer-partner.ch

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

51–100 employees

Short description

Bommer + Partner Treuhand is a Bern-based Swiss fiduciary firm founded in 1989, providing accounting, payroll, tax advisory, statutory audit, business consulting, and IT services to businesses and individuals across Switzerland, with 80+ certified professionals.

Ownership category

akta.pro rank

Product category

Fiduciary and Professional Services

NAICS

Credit Intermediation and Related Activities (522), Activities Related to Credit Intermediation (5223)

SIC

Finance Services (6199), Services-Management Consulting Services (8742)

akta.pro primary industry

Accounts Receivable (Invoicing, Cash Application, Deductions) (BPAAAGAB)

akta.pro secondary industries

Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG), Invoicing, Billing & Accounts Receivable Automation (FSAGAJAC)

Keywords

• Fiduciary services
• Accounting services
• Tax advisory
• Audit services
• Payroll administration

Headquarters

HQ city

Bern

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Fiduciary Services: Comprehensive fiduciary services including accounting and financial reporting, payroll and HR administration, tax consulting and planning, statutory and regulatory audits, business advisory and consulting, and IT services for digital accounting solutions

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Bommer + Partner Treuhand is a Swiss fiduciary firm providing integrated accounting, payroll and HR administration, tax advisory, statutory audit, business consulting, and IT services for digital accounting to businesses and individuals across Switzerland. Services span the full finance function—from financial accounting, VAT processing, payroll, and annual accounts to tax planning, audit per Swiss Code of Obligations and Swiss GAAP FER, restructuring, M&A advisory, and remote Abacus ERP access—delivered through dedicated specialized teams from the firm's Bern headquarters.

Product overview

Bommer + Partner Treuhand is a fiduciary/treasury service company offering a comprehensive portfolio of professional services. The company operates as a single unified service offering (not a software platform) with six integrated core service areas: Accounting (Rechnungswesen), Payroll and HR Administration (Lohn- und Personaladministration), Tax Advisory (Steuerberatung), Auditing (Wirtschaftsprüfung), Business Consulting (Wirtschaftsberatung), and IT Services (IT-Dienstleistungen). These services are delivered through integrated workflows supported by their IT infrastructure including Abacus ERP, DocuWare document management, B+P Box secure document exchange, and Microsoft Teams for communications. The company serves clients throughout Switzerland from their Bern office.

Differentiator

Problem solved

Functional benefit

Products and services

• Rechnungswesen / Comptabilité (Accounting) Professional accounting services including financial accounting organization and optimization, VAT processing, debtor and creditor management, annual accounts preparation, interim closures and monthly reporting, management information systems and controlling, liquidity and financial planning, budget preparation, and consolidation and consolidated accounts. Targeted at Swiss businesses requiring professional finance and accounting functions.
• Lohn- und Personaladministration / Administration des salaires et du personnel (Payroll and HR Administration) Complete payroll processing including monthly salary calculations and payments, digital personnel file management, social security declarations, employer certificates, and HR legal advisory services. For Swiss businesses needing outsourced payroll and personnel administration.
• Steuerberatung / Conseil fiscal (Tax Advisory) Tax advisory services for businesses, entrepreneurs, and individuals including tax planning, tax return preparation, tax authority representation, tax ruling negotiations, tax audit support, transfer pricing, real estate transaction optimization, and tax due diligence.
• Wirtschaftsprüfung / Audit (Auditing) Approved audit company offering limited and ordinary audits, annual accounts audits, consolidated accounts audits per Swiss Code of Obligations and Swiss GAAP FER, interim financial statement audits, special examinations, and internal control system coaching. For capital companies, pension fund foundations, and any Swiss entities requiring statutory audit.
• Wirtschaftsberatung / Conseil économique (Business Consulting) Business consulting including company creation support, business plan development, restructuring assistance (transformations, mergers, spin-offs, asset transfers), investment project reviews, business valuations, due diligences, succession planning, financial and long-term retirement planning, M&A advisory, restructuring concepts, and liquidation support.
• IT-Dienstleistungen / Services informatiques (IT Services) IT services providing remote access to Abacus financial software, direct access to client accounting data, digital archiving of accounting documents and personnel files, and support for digitization, automation, and process optimization questions. For Swiss businesses seeking to digitalize their finance function.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• Expert SuissecoreOthersProfessional membership association for Swiss experts, accountants, and auditors. Represents the professional interests of its members and sets standards for the fiduciary industry in Switzerland.
• Treuhand SuissecoreOthersSwiss fiduciary association representing the interests of fiduciary companies. Provides professional standards, training, and networking for members in the Swiss trust and accounting industry.
• Abacus Research AGcoreTechnology or IntegrationTechnology partnership for Abacus ERP software. Company provides remote access to Abacus accounting software for clients and uses it internally for client accounting and payroll services. Abacus Treuhand Innovationspartner certification.
• DocuWaresupportingTechnology or IntegrationDocument management system for digital archiving and client document management. Used for employee files, accounting documents, and digital record keeping.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• OBT AG: OBT AG is a mid-sized Swiss fiduciary, audit, tax, and consulting firm headquartered in Switzerland. It is the closest scale and service-mix comparable to Bommer + Partner Treuhand, offering accounting, payroll, tax, audit, and business advisory to Swiss SMEs.
• Grant Thornton AG (Switzerland): Grant Thornton Switzerland is the local affiliate of the global mid-tier accounting network, providing audit, tax, and advisory services. Comparable mid-tier positioning with overlapping SME and owner-managed client base.
• Mazars AG (Switzerland): Mazars Switzerland is a mid-tier audit, tax, and advisory firm serving SMEs, family businesses, and individuals. Direct overlap in fiduciary service lines and Swiss SME target market.
• T+R Treuhand AG: T+R Treuhand is a regionally focused Swiss fiduciary firm providing accounting, tax, and advisory services to SMEs. Comparable in target customer (Swiss SMEs), service breadth, and partnership structure.
• RSM Switzerland AG: RSM Switzerland is the local member of the RSM global mid-tier accounting network, offering audit, tax, and consulting to Swiss SMEs and mid-market clients. Comparable service mix and customer profile.
• Balmer-Etienne AG: Balmer-Etienne is a Swiss fiduciary, tax, and audit firm serving SMEs and individuals across Switzerland. Direct overlap in service portfolio (accounting, tax, audit, consulting) and Swiss mid-market focus.

Others

• Abacus Research AG: Abacus Research AG is the Swiss ERP software vendor whose Abacus platform Bommer + Partner uses and resells as a Treuhand-Innovationspartner. Not a competitor but a key technology and ecosystem partner that shapes the firm's digital delivery model.

Broad incumbents

• PwC Switzerland: PwC Switzerland is a Big 4 firm providing audit, tax, legal, and consulting. Competes for statutory audit and advisory mandates at the upper end of Bommer + Partner's client base, though at much greater scale and breadth.
• KPMG AG (Switzerland): KPMG Switzerland is a Big 4 audit, tax, and advisory firm. Significant overlap on statutory audit and tax advisory for mid-market clients, but operates at vastly larger scale with a portfolio approach rather than Bommer + Partner's concentrated Swiss SME focus.
• BDO AG (Switzerland): BDO Switzerland is a top-tier Swiss audit, tax, and advisory network serving mid-market and large clients. Overlaps with Bommer + Partner on accounting, tax, and audit services for Swiss SMEs, but at materially larger scale and broader industry coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/bommer-partner-treuhandgesellschaft

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Bommer + Partner Treuhand