SoHa Treuhand AG
SoHa Treuhand AG is a privately held Zurich-based Swiss treuhand firm, founded in 2020, serving small and medium-sized enterprises with cloud-based bookkeeping, payroll, tax advisory, and fractional CFO services via a six-person partner-led team.
- Company typePrivate
- Founded-
- HeadquartersZürich, Switzerland
- Headcount1–10
- GTM typeB2B
- OfferingServices
What SoHa Treuhand AG does
SoHa Treuhand AG is a privately held Swiss treuhand (fiduciary/trust) services firm headquartered at Birmensdorferstrasse 94, 8003 Zürich. It was founded in 2020 and operates with a six-person team led by three partners — Rinaldo Brunett (Dipl. Treuhandexperte), Silvan Winiger, and Tobias Gnehm — alongside client managers and accounting specialists. The firm addresses Swiss small and medium-sized enterprises (KMU), with a stated focus on businesses in the Zurich area, providing bookkeeping, payroll, tax advisory (including VAT and AHV-related compliance), corporate restructuring support, and CFO-as-a-Service.
The company's core offering bundles four service modules: Buchführung & Abschluss (digital bookkeeping and year-end closing), Lohnbuchhaltung (payroll and social security representation), Steuern (tax advisory and planning), and CFO as-a-Service & Unternehmensberatung (business founding support, controlling, reporting, and fractional CFO tasks). Underlying delivery relies on cloud-based third-party platforms — most notably Run my Accounts for cloud accounting, Abacus Research AG for Swiss business and payroll software, and Infinity Swiss — which enable location-independent access, automated document processing, and paperless administration. The firm differentiates on the combination of these digital tools with a named, dedicated Mandatsleiter for each client, positioning itself against the impersonal, conveyor-belt service model it associates with larger treuhand offices.
Commercially, SoHa Treuhand generates revenue through professional services billed primarily on a time-and-materials basis (per AGB section 5.5) with monthly invoicing and 30-day payment terms, supplemented by subscription/recurring CFO-as-a-Service engagements. Go-to-market is direct, B2B, and relationship-driven, supported by an educational blog on Swiss SME financial topics as a top-of-funnel channel and LinkedIn sharing plugins. No named customer logos are disclosed, no external funding rounds have been raised, and the operating footprint is explicitly Switzerland-only.
SoHa Treuhand AG firmographics
Firmographics- Name
- SoHa Treuhand AG
- Legal name
- SoHa Treuhand AG
- Website
- https://soha-treuhand.ch
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- SoHa Treuhand AG is a privately held Zurich-based Swiss treuhand firm, founded in 2020, serving small and medium-sized enterprises with cloud-based bookkeeping, payroll, tax advisory, and fractional CFO services via a six-person partner-led team.
- Ownership category
- akta.pro rank
SoHa Treuhand AG industry classification
Industry- Product category
- Trust & Fiduciary Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)
- akta.pro secondary industries
- Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Fixed Assets Accounting (Capitalization, Depreciation, Asset Register) (BPAAAGAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF)
Keywords
Where SoHa Treuhand AG is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
SoHa Treuhand AG business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Professional Services - Time and Materials: Services are primarily billed on a time and materials basis according to the AGB (section 5.5): 'Falls in der Vereinbarung keine andere Regelung getroffen wird, werden die Dienstleistungen nach Aufwand erbracht.' Clients pay for services rendered with reimbursement of expenses and third-party fees.
- CFO as-a-Service: Strategic and operational CFO services offered as an ongoing service engagement for businesses requiring fractional CFO support
- Tax Advisory Services: Comprehensive tax consulting including tax return preparation, VAT declarations, and long-term tax planning
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Time and Materials (Standard) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
SoHa Treuhand AG product offering
Product offeringCore offering
SoHa Treuhand AG is a Zurich-based Swiss trust and fiduciary services firm offering bookkeeping and closing, payroll accounting, comprehensive tax advisory, and CFO as-a-Service with business consulting to small and medium-sized enterprises. The firm blends cloud-based digital accounting tools with personalized advisory, assigning each client a dedicated contact person who understands their specific situation. Services cover day-to-day financial administration, tax filings, payroll, VAT declarations, and strategic financial leadership for SMEs and startups.
Product overview
SoHa Treuhand AG offers a unified portfolio of trust and fiduciary services for Swiss SMEs, combining four core service modules: Buchführung & Abschluss (bookkeeping and closing), Lohnbuchhaltung (payroll accounting), Steuern (tax advisory), and CFO as-a-Service & Unternehmensberatung (virtual CFO and business consulting). The company differentiates itself by blending digital solutions with personal advisory, emphasizing cloud-based tools, automated processes, and paperless administration while maintaining dedicated contact persons for each client.
Differentiator
Problem solved
Functional benefit
Products and services
- Buchführung & Abschluss (Bookkeeping & Closing)
- Lohnbuchhaltung (Payroll Accounting)
Quantifiable outcome
- Reduced administrative effort through automated document processing and paperless workflows
- +1 more outcomes
Companies that use SoHa Treuhand AG
Customer profileSegments2 records
Ideal customer profiles2 records
SoHa Treuhand AG technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature1 record
SoHa Treuhand AG partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Run my AccountscoreRun my Accounts is an open-source accounting solution that SoHa Treuhand AG uses and recommends. It is shown as a technology partner logo on the main website. The partnership provides automated, digital accounting capabilities for clients, featuring automatic document processing and financial overview charts.
- Abacus Research AGcoreAbacus is a Swiss business software provider whose logo appears as a technology partner on the SoHa Treuhand website. Abacus provides comprehensive accounting and business management software used by Swiss companies.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
SoHa Treuhand AG competitors and assessment
Company assessmentBroad incumbents
- BDO AG (Switzerland): One of the largest Swiss accounting, tax and advisory firms serving SMEs and mid-market clients across Switzerland with a full Treuhand service portfolio directly overlapping SoHa's offering, but at significantly greater scale.
- Mazars AG (Switzerland): International accounting and advisory firm with a substantial Swiss presence providing accounting, payroll, tax and corporate services to SMEs that compete for the same Zurich-based clients.
Direct peers
- T+T Treuhand AG: Swiss Treuhand firm providing accounting, payroll, tax and business advisory services to SMEs; comparable boutique competitor serving the same German-speaking Swiss SME market.
- KMU Treuhand & Revisions AG: Swiss Treuhand firm explicitly named for KMU/SME clients, providing bookkeeping, payroll, tax and advisory services that closely mirror SoHa's core service stack.
- Balmer-Etienne AG: Swiss Treuhand and fiduciary firm offering bookkeeping, tax, payroll and business consulting for SMEs and entrepreneurs; comparable in size and service mix to SoHa Treuhand.
- OBT AG: Swiss mid-sized Treuhand, audit, tax and consulting firm explicitly focused on SMEs and startups, with comparable bookkeeping, payroll, tax advisory and CFO services delivered across multiple Swiss locations.
Others
- Abacus Research AG: Swiss ERP and business software vendor whose Abacus platform is integrated into SoHa's service delivery; adjacent rather than competitive, but represents a parallel digitalization vector for the Swiss accounting market.
- Run my Accounts AG: Cloud-based accounting software provider and SoHa's technology partner; not a direct competitor but an ecosystem enabler whose open-source platform underpins SoHa's digital delivery model.
Regional players
- Bärtschi & Partner Treuhand AG: Boutique Swiss Treuhand and fiduciary firm offering accounting, tax and advisory services to SMEs, with regional roots and a similar SME-targeted value proposition.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
SoHa Treuhand AG social profiles
Digital presenceSoHa Treuhand AG financial estimates
Financial estimateRevenue estimate
Valuation estimate
SoHa Treuhand AG leadership team
Management profileNumber of profiles
Profiles6 records
SoHa Treuhand AG funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SoHa Treuhand AG M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SoHa Treuhand AG
What does SoHa Treuhand AG do?
SoHa Treuhand AG is a Zurich-based Swiss trust and fiduciary services firm offering bookkeeping and closing, payroll accounting, comprehensive tax advisory, and CFO as-a-Service with business consulting to small and medium-sized enterprises. The firm blends cloud-based digital accounting tools with personalized advisory, assigning each client a dedicated contact person who understands their specific situation. Services cover day-to-day financial administration, tax filings, payroll, VAT declarations, and strategic financial leadership for SMEs and startups.
Is SoHa Treuhand AG a public or private company?
SoHa Treuhand AG is a private company. It is classified as unknown and is currently operating.
When was SoHa Treuhand AG founded?
SoHa Treuhand AG was founded in -1. It employs 1 to 10 people.
Where is SoHa Treuhand AG based?
SoHa Treuhand AG is headquartered in Zürich, Switzerland, in the Europe region.
How does SoHa Treuhand AG make money?
Three revenue lines are on record. Professional Services - Time and Materials are the primary driver. The others are CFO as-a-Service and tax Advisory Services.
Who are SoHa Treuhand AG's main competitors?
Broad incumbents on record are BDO AG (Switzerland) and Mazars AG (Switzerland). Direct peers are T+T Treuhand AG, KMU Treuhand & Revisions AG, Balmer-Etienne AG and OBT AG. Others are Abacus Research AG and Run my Accounts AG. Bärtschi & Partner Treuhand AG is listed as a regional player.
Does SoHa Treuhand AG have an API?
No public API is recorded for SoHa Treuhand AG.
What industry is SoHa Treuhand AG in?
SoHa Treuhand AG's product category is Trust & Fiduciary Services. Its primary akta.pro industry code is BPAAAGAC, General Ledger & Close (Journal Entries, Month-End Close, Reconciliations), with a secondary code of BPAAAGAI, Tax Operations Support (Indirect Tax, Withholding, Compliance Admin). Its NAICS code is 541211 and its SIC code is 8742.