TBO Treuhand AG

What TBO Treuhand AG does

TBO Treuhand AG is a privately held, partnership-based Swiss fiduciary and auditing firm headquartered at Steinstrasse 21, Zurich, operating through two legal entities: TBO Treuhand AG for fiduciary mandates and TBO Revisions AG for statutory and special audits. Founded in 1962 as a one-man firm, it has grown into a medium-sized practice with approximately 30 qualified specialists and four executive partners, serving small and medium-sized companies, larger corporations, non-profits/foundations/associations/housing cooperatives, entrepreneurs, and private individuals.

The firm's service portfolio spans finance and accounting, payroll administration, tax consultancy, legal advice, management consultancy, retirement planning, and statutory/special audits. It is the only documented technology component is AbaWeb TBO, a cloud-based SaaS accounting platform that provides clients 24/7 access to financial, creditor, debtor, and payroll data with two-factor authentication and encrypted transfer — a client-facing convenience layer rather than a standalone software product. Audit services are delivered under RAB (Federal Audit Oversight Authority) licensing, and the firm maintains memberships in Treuhand Suisse, EXPERTsuisse, and SRO Treuhand Suisse.

Revenue is generated exclusively through mandate-based professional services fees on a quote-based engagement model, with no public pricing or productized subscriptions beyond AbaWeb, which is offered as part of the mandate relationship. Go-to-market is sales-led, relying on direct partner relationships, professional referrals, recurring content marketing (TBO-Tipp monthly newsletter, UP|DATE quarterly newsletter), and prospect-facing information events. The firm operates from a single Zurich location with no evidence of geographic expansion or external investment.

Name

TBO Treuhand AG

Legal name

TBO Treuhand AG

Website

https://tbo.ch

Company type

Private

Founded year

1962

Operating status

Operating

Headcount range

11–50 employees

Short description

TBO Treuhand AG is a Zurich-based, privately held Swiss fiduciary and auditing firm serving SMEs, corporations, non-profits, and private individuals with accounting, tax, legal, payroll, audit, and advisory services, complemented by the AbaWeb TBO cloud accounting platform.

Ownership category

akta.pro rank

Product category

Fiduciary and Audit Services

NAICS

Offices of Certified Public Accountants (541211), Trusts, Estates, and Agency Accounts (525920)

SIC

Finance Services (6199)

akta.pro primary industry

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

Keywords

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

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Fees for fiduciary services including financial accounting, payroll administration, tax consultancy, legal advice, management consultancy, retirement planning, and audit/revision services. Revenue is generated through mandate-based client engagements.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

TBO Treuhand AG is a Swiss fiduciary and auditing services firm operating through two divisions: TBO Treuhand (finance and accounting, payroll administration, tax consultancy, legal advice, management advice, retirement planning) and TBO Revision (statutory audits, special audits, special consultations, management consultancy). The firm also provides AbaWeb TBO, a cloud-based online accounting SaaS enabling clients to access their financial data remotely 24/7.

Product overview

TBO Treuhand AG operates as a medium-sized Swiss fiduciary and auditing services company comprising two main divisions: TBO Treuhand and TBO Revision. TBO Treuhand provides fiduciary services including finance and accounting, payroll administration, tax consultancy, legal advice, management advice, and retirement planning. TBO Revision offers auditing services (limited and ordinary statutory audits), special audits, special consultations, and management consultancy. The company also provides AbaWeb TBO, a cloud-based online accounting software (SaaS) that complements the fiduciary services by enabling clients to access their accounting data remotely 24/7.

Differentiator

Problem solved

Functional benefit

Products and services

• TBO Treuhand (Fiduciary Services)
• TBO Revision (Audit Services)
• AbaWeb TBO

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered core and minor.

• Treuhand Suisse (Swiss Fiduciary Association)coreOthersProfessional membership organization for Swiss fiduciary companies. TBO Treuhand AG and TBO Revisions AG are members, demonstrating commitment to industry standards and professional development.
• EXPERTsuissecoreOthersLeading professional association for experts in accounting, auditing, and taxes in Switzerland. TBO maintains membership for both Treuhand and Revision entities.
• SRO Treuhand SuissecoreOthersSelf-regulatory organization for Swiss trustees. TBO Treuhand AG holds membership, demonstrating regulatory compliance and professional standards.
• RAB (Revisionsaufsichtsbehörde / Audit Oversight Authority)coreOthersSwiss federal audit oversight authority. TBO Revisions AG is licensed by RAB to perform statutory audits.
• FMH ServicesminorOthersProfessional services organization. TBO maintains membership for both entities.
• toweb GmbHminorImplementation/ SI/ Consulting PartnerWeb design and programming company responsible for TBO's website development and maintenance.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Deloitte AG (Switzerland): Deloitte Switzerland is a Big 4 incumbent providing audit, tax, consulting, and financial advisory; a broad competitor across segments where TBO operates, especially for larger mandates.
• KPMG AG (Switzerland): KPMG Switzerland is a Big 4 firm offering the full suite of audit, tax, legal, and advisory services; it competes with TBO on larger mandates and pulls SME clients toward bundled compliance offerings.
• EY Switzerland: Ernst & Young Switzerland is a Big 4 firm offering audit, tax, transaction, and consulting services; it competes with TBO at the upper end of the mid-market and pulls SME clients through brand and cross-border reach.
• PwC Switzerland: PricewaterhouseCoopers Switzerland is a Big 4 incumbent providing audit, tax, and advisory across all Swiss segments; it represents a broad competitive threat rather than a niche peer.

Direct peers

• Mazars AG (Switzerland): Mazars Switzerland is a mid-tier audit and advisory firm targeting SMEs, entrepreneurs, and larger corporations; it overlaps directly with TBO Treuhand and TBO Revision service lines.
• BDO AG (Switzerland): BDO Switzerland is a major mid-market audit, tax, and advisory firm serving Swiss SMEs and corporations. It directly competes with TBO's Treuhand and Revision mandates across the same Zurich client base.
• RSM Switzerland: RSM Switzerland provides audit, tax, and consulting services to mid-sized companies and entrepreneurs, directly comparable to TBO's full-service fiduciary and audit model.
• Grant Thornton AG (Switzerland): Grant Thornton Switzerland provides audit, tax, and advisory services to mid-market companies and entrepreneurs, directly competing for the same SME and mid-market fiduciary and audit mandates as TBO.
• Baker Tilly Switzerland: Baker Tilly Switzerland is a mid-tier audit and advisory network member serving Swiss SMEs and private clients, offering a comparable fiduciary, tax, and audit proposition to TBO.
• OBT AG: OBT is a Swiss fiduciary, audit, tax, and consulting firm serving SMEs and private clients in German-speaking Switzerland, closely comparable to TBO's service mix and target segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/tbo-treuhand-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Subsidiaries1 record

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 TBO Treuhand AG