Fiduciaire du Saint-Bernard SA

What Fiduciaire du Saint-Bernard SA does

Fiduciaire du Saint-Bernard SA is a privately held Swiss fiduciary firm founded in 1964 by Ferdinand Rausis in Orsières, Valais, and led since 2002 by his son Jérôme Rausis. The firm delivers integrated accounting, corporate and personal taxation, restricted audit (ASR-approved), and corporate administration services to small and medium-sized enterprises, self-employed professionals, private individuals, and non-resident property owners — primarily across the Entremont, Val de Bagnes, and broader French-speaking Switzerland market.

The firm's service portfolio is organized into four pillars: Accounting (bookkeeping, VAT, year-end closing, payroll and social charges), Taxation (personal and corporate tax returns, property gains, flat-rate taxation, estate planning, company formation and restructuring), Audit/Review (restricted audit, special reports, expert assessments under ASR approval), and Administration (domiciliation, invoicing, PPE/condominium management). Delivery is entirely human-led, in person, through two offices in Orsières and Verbier, supported by a bilingual (French/English) website with educational blog content.

The business operates on a quote-based, customized professional services model with no disclosed pricing, no published revenue, and no outside investors. GTM is sales-led and referral-driven, emphasizing proximity, responsiveness, and continuity of relationship; a team of roughly 9–11 collaborators, of whom four hold federal certifications in finance/accounting and tax, provides billable capacity. Headcount has been incrementally expanded over time — most recently with the 2016 Verbier branch opening and ongoing apprentice and staff additions through 2026.

Name

Fiduciaire du Saint-Bernard SA

Legal name

Fiduciaire du Saint-Bernard SA

Website

https://fidu-sb.ch

Company type

Private

Founded year

1964

Operating status

Operating

Headcount range

1–10 employees

Short description

Fiduciaire du Saint-Bernard SA is a privately held Swiss fiduciary firm in Valais, founded 1964, providing accounting, tax, ASR-approved audit, and corporate administration services to SMEs, self-employed individuals, and non-resident property owners across Entremont, Val de Bagnes, and French-speaking Switzerland.

Ownership category

akta.pro rank

Product category

Fiduciary and Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL), Personal Trust & Fiduciary Administration (FSAEAKAA)

Keywords

• Fiduciary services
• Accounting services
• Tax advisory
• Audit services
• Bookkeeping services

Headquarters

HQ city

Orsières

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting: Bookkeeping, accounting entries, annual closing assistance, budget preparation, balance sheet and P&L analysis, payroll and social charges management
2. Professional Services - Taxation: Tax returns for individuals and companies, property gains tax, flat-rate taxation, inheritance and donations, tax planning and optimization, company formation, transformation, merger and disposal of companies, restructuring and liquidation
3. Professional Services - Audit/Revision: Limited audit of accounts and reports, special reports, accounting expert assessments. The firm holds ASR approval for restricted audits.
4. Professional Services - Administration: Company domiciliation, correspondence management, invoicing, payment monitoring, bill payments, PPE (condominium) management

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Fiduciaire du Saint-Bernard SA is a Swiss fiduciary firm that provides accounting, taxation, audit/review, and administrative services to companies (PME, capital companies, partnerships) as well as self-employed individuals and private persons. Founded in 1964 and operating from Orsières and Verbier, the firm offers tailored services adapted to the size and budget of each client, including annual accounts, VAT compliance, payroll, tax declarations, fiscal optimization, audit mandates, and administrative management of companies.

Product overview

Fiduciaire du Saint-Bernard SA is a traditional Swiss fiduciary firm offering integrated professional services organized into four core areas: Accounting (Comptabilité), Taxation (Fiscalité), Audit/Review (Audit-Révision), and Administration. The firm does not operate as a software platform but provides human-delivered accounting, tax, and administrative services.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Bookkeeping Services Full bookkeeping, annual accounts preparation, and accounting management for small and medium enterprises (PME), capital companies, partnerships, and sole proprietors in the Entremont region and beyond.
• Tax Services Tax declaration preparation, fiscal optimization, tax advice, and handling of tax matters for companies, self-employed individuals, and private persons, including VAT compliance and property gains taxation.
• Audit and Review Services Statutory audit and review mandates for capital companies exceeding legal thresholds, provided as an independent auditor and trusted by the Federal Audit Oversight Authority (FAOA) in Switzerland.
• Administration and Company Management Administrative management, bookkeeping, and accounting of companies, including ongoing administrative obligations and compliance support for clients.
• Payroll Services Payroll administration, pay slips preparation, annual salary certificates, and social security declarations for companies and their employees.
• VAT Services VAT accounting, control, intermediate statements, and annual VAT returns for businesses subject to Swiss VAT obligations.
• Company Formation Services Assistance with company formation, organization, and start-up administrative support for new businesses, including non-residents wishing to establish Swiss operations.
• Property Gains Tax and Real Estate Tax Services Tax services for foreign residents and non-residents owning Swiss property, including property gains tax declarations and tax planning related to real estate transactions.
• Residence Permit and Administrative Services for Non-Residents Administrative support for non-residents, including residence permit applications and tax-related administrative procedures in Switzerland.

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Grant Thornton Switzerland: International accounting network's Swiss member firm providing accounting, tax, and audit services to SMEs. Direct competitor in service lines and client segment.
• Baker Tilly Switzerland: Swiss accounting and advisory firm offering tax, audit, and fiduciary services to SMEs and private clients. Comparable in service categories, target clients, and mid-tier fiduciary positioning.
• PKF Switzerland: Swiss accounting and fiduciary firm providing audit, tax, and advisory services to mid-sized companies and individuals. Closely matches the subject firm in service portfolio and target market.
• OBT AG: Swiss mid-tier fiduciary and audit firm serving SMEs, individuals, and non-profits across German- and French-speaking Switzerland. Closely comparable to Fiduciaire du Saint-Bernard in target clients, service mix (accounting, tax, audit), and Swiss fiduciary positioning.
• Allvisa Treuhand AG: Swiss fiduciary firm focused on accounting, tax, and audit for SMEs and individuals. Operates a multi-office Swiss footprint and competes for the same client segments as the subject firm.
• RSM Switzerland: Swiss member of the RSM international network providing accounting, tax, and audit services to SMEs. Direct peer to the subject firm in service lines and client focus, with a similar mid-tier fiduciary profile.

Regional players

• Treuhand Suisse (Swiss Fiduciary Association member firms): Industry association representing Swiss fiduciary firms across cantons, with many regional member firms (including Valais-based fiduciaires) offering similar accounting, tax, and audit services to SMEs and individuals.

Broad incumbents

• KPMG Switzerland: Big Four accounting firm with substantial Swiss fiduciary, tax, and audit practice. Overlaps with the subject firm's offerings but operates at significantly larger scale with enterprise-grade technology and broader geographic reach.
• Mazars in Switzerland: International accounting firm with Swiss offices providing accounting, tax, and audit services to SMEs and individuals. Directly overlaps with the subject firm's service portfolio but at much larger scale and broader geographic reach.
• BDO Suisse SA: Major Swiss accounting and audit firm offering full-service fiduciary, tax, audit, and advisory services. Comparable to Fiduciaire du Saint-Bernard in service categories (accounting, taxation, audit) but operates nationally with significantly larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fiduciaire-du-saint-bernard-sa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Fiduciaire du Saint-Bernard SA