Finanzteam GmbH

What Finanzteam GmbH does

Finanzteam GmbH is a privately held Swiss fiduciary services firm headquartered in Marthalen (Zürcher Wyland), founded in 2001 by Philipp and Cornelia Kummer and acquired in 2022 by Ueli Gerber. The firm provides bookkeeping, tax return preparation, property management, and — since the 2022 partnership with FIT Finance — comprehensive financial planning (insurance, pension, retirement, wealth, health) to small businesses and private individuals in the Zürcher Wyland region of Switzerland. Its current operating base consists of roughly 5–8 employees serving over 50 accounting mandates and more than 400 tax mandates.

The firm's technology backbone is the bexio cloud business platform, in which Finanzteam has held Platin-Partner status since 2018 (the highest tier), with over 100 client accounts managed on the platform. This enables real-time online collaboration with clients across contact management, invoicing, creditor management, online banking, and document management. The firm completed a cloud infrastructure migration in 2020 to support remote work and reduced local storage dependency. No proprietary AI/ML capabilities are evident; technology differentiation rests on partner-tier access and cloud-native service delivery rather than in-house innovation.

Revenue is generated entirely through professional services on hourly or flat-fee terms: bookkeeping at CHF 148–188 per hour, simple individual tax returns at a flat CHF 139 with add-on charges (CHF 35 per quarter hour) for property and securities complexity, plus margin-dependent referrals into FIT Finance for Allfinanzplanung. The go-to-market is direct and local — in-person consultations at the Marthalen office, supplemented by phone, email, and the firm's website, with referral flow from the bexio partner ecosystem and FIT Finance. There are no disclosed funding rounds, institutional investors, or subsidiaries; the firm is a single-entity regional practice with concentrated geographic exposure to one Swiss micro-region.

Name

Finanzteam GmbH

Legal name

Finanzteam GmbH

Website

https://finanzteam.ch

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Finanzteam GmbH is a privately held Swiss fiduciary firm in Marthalen providing bookkeeping, tax filing, property management, and financial planning services to small businesses and individuals in the Zürcher Wyland region, operating on the bexio cloud platform as a Platin-Partner since 2018.

Ownership category

akta.pro rank

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Finance Services (6199)

akta.pro industry

PRIMARYFSAGAJAJ

Tax Compliance, Filing & VAT/GST Automation (SME)

Financial & Insurance/Financial Technology (Fintech)/B2B Fintech (SME Finance, Invoicing, Expense & Spend Management)

Keywords

• Fiduciary services
• Bookkeeping services
• Tax preparation
• Property management
• Financial planning

Headquarters

HQ city

Marthalen

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting/Bookkeeping Services: Professional bookkeeping services including VAT calculations and annual financial statements for small businesses. Charged at hourly rates ranging from CHF 148-168 for standard bookkeeping and CHF 168-188 for complex closing tasks.
2. Tax Services: Tax return preparation for individuals at fixed rates. Simple tax returns priced at CHF 139, with additional charges for property ownership and securities portfolios.
3. Property Management: Liegenschaftsverwaltung services for property owners, integrated with broader financial planning offerings through FIT Finance partnership.
4. Allfinanzplanung (Financial Planning): Comprehensive financial planning services including insurance optimization, pension planning, retirement planning, property financing, wealth building, and health insurance services through FIT Finance partnership.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Finanzteam GmbH is a Swiss fiduciary services firm providing bookkeeping with VAT filings and annual financial statements, individual tax return preparation, property management, and comprehensive financial planning (Allfinanzplanung) for small businesses, private individuals, and property owners in the Zürcher Wyland region. Services are delivered through the bexio cloud accounting platform with direct in-person consultations at the Marthalen office and bundled financial advisory through a partnership with FIT Finance.

Product overview

Finanzteam GmbH offers a unified suite of fiduciary and financial services for small businesses and individuals. The core offering comprises four interconnected services: Buchhaltung (bookkeeping with VAT and annual statements), Steuererklärung (tax filing for individuals and property owners), Liegenschaftsverwaltung (property management), and Allfinanzplanung (comprehensive financial planning delivered via FIT Finance partnership). The company operates as a Platinum partner of the bexio online business platform, which serves as the digital backbone for their bookkeeping services, enabling real-time collaboration with clients. Pricing is structured with hourly rates (CHF 148-188 for complex work) and fixed fees for tax returns.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Over 50 accounting mandates managed successfully
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• FIT Finance GmbHcoreStrategic or Co-development Partner · 1 January 2022Partnership established in 2022 following ownership change to Ueli Gerber, who also founded FIT Finance in 2005. FIT Finance provides comprehensive financial planning services including insurance optimization, pension planning, retirement planning, property financing, wealth building, and health insurance advisory. This enables Finanzteam to offer holistic financial solutions under one roof.
• bexiocoreTechnology or Integration · 1 January 2018Official Platin-Partner status since 2018, managing over 100 client accounts on the bexio accounting platform. As a Platin-Partner, Finanzteam provides accounting, tax, and administrative services using bexio's cloud-based business management software, which includes contact management, invoicing, creditor management, online banking, and document management features.

Scale indicators5 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• KPMG AG (Switzerland): Global Big 4 firm with a significant Swiss fiduciary, tax, and advisory practice. Competes for larger SMB clients and complex mandates that Finanzteam may outgrow into.
• PricewaterhouseCoopers AG (Switzerland): Swiss Big 4 firm offering tax, audit, and advisory services. Relevant incumbent peer for fiduciary and SMB tax mandates that overlap with Finanzteam's offerings.
• BDO AG (Switzerland): Swiss arm of a global audit, tax, and advisory network. Overlaps with Finanzteam in tax and accounting services for SMBs but serves a far larger and more diverse client base nationally.
• OBT AG: Mid-sized Swiss fiduciary, audit, tax, and consulting firm offering a broader portfolio across tax, accounting, and advisory. Direct overlap with Finanzteam's services but at a larger scale and broader geography.
• Helbling Treuhand & Revision: Swiss fiduciary/audit firm with accounting, tax, and advisory services. Comparable in service mix but operates at significantly greater scale and geographic reach than Finanzteam.

Direct peers

• ABEGS Treuhand & Revisionen AG: Small Swiss fiduciary firm offering bookkeeping, tax, audit, and advisory services to SMBs and individuals. Comparable in size, customer mix, and regional Swiss footprint to Finanzteam.

Others

• bexio AG: Swiss cloud accounting SaaS platform of which Finanzteam is a Platin-Partner. Not a direct fiduciary services competitor, but enables Finanzteam's digital offering and could increasingly enable SMBs to self-serve bookkeeping.

Emerging players

• simplement GmbH: Swiss cloud-based accounting and fiduciary services firm targeting SMBs. Competes with Finanzteam for digital-first accounting mandates with a similar lean team and tech-led model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/finanzteam-gmbh

Revenue estimate

Valuation estimate

Number of profiles

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 Finanzteam GmbH