treuhand-kanzlei ag

What treuhand-kanzlei ag does

treuhand-kanzlei ag (also operating as canzlia-fiduziara sa) is a Swiss fiduciary, auditing, and accounting firm headquartered in Chur, Graubünden, with additional offices in Ilanz and Vella. The firm was formed in 2011 through the merger of TNC Treuhand Norbert Cavegn AG (founded 1982) and Bearth + Derungs Treuhand AG (founded 1986), and has operated in partnership with treuhand-kanzlei Müller & Partner AG since 2002. It serves small and medium-sized enterprises (KMU) and private individuals with statutory auditing, tax consulting and representation, financial accounting and bookkeeping, company formation, corporate restructuring, succession and estate planning, business valuation, and real estate administration (the latter via referral to Immobilias.ch). Key personnel include Norbert Cavegn (President of the Board and Mandatsleiter) and Reto M\u00fcller (Mandatsleiter and Partner), both holding Swiss federal diplomas (eidg. dipl. Treuhandexperte) and registered auditor qualifications, with memberships in TREUHAND|SUISSE and EXPERTsuisse.

The firm operates on a traditional professional services model, billing clients on a time-spent basis following the fee tariffs established by TREUHAND|SUISSE and EXPERTsuisse. Its technology footprint is minimal: it uses AbaWebTreuhand, a third-party internet-based accounting platform, to support client bookkeeping, and publishes a quarterly UP|DATE magazine (April, September, December issues) as a content marketing channel. There is no proprietary technology platform, no AI/ML capability, no mobile app, and no public API. The firm is privately held, with 11-50 employees, and revenue is not publicly disclosed. Its competitive position rests on regulated Swiss credentials, long-term client relationships, and a local multi-office presence in the Graubünden canton, including Romansh-speaking areas. The customer base is exclusively Swiss, with no geographic expansion beyond the canton, and the distribution model is entirely direct, based on in-person consultations.

Name

treuhand-kanzlei ag

Legal name

treuhand-kanzlei ag

Website

https://treuhand-kanzlei.ch

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Short description

treuhand-kanzlei ag is a Swiss fiduciary, auditing, accounting, and tax advisory firm headquartered in Chur, Graubünden, with offices in Ilanz and Vella, serving small and medium enterprises and private individuals across the canton under TREUHAND|SUISSE and EXPERTsuisse professional standards.

Ownership category

akta.pro rank

Product category

Fiduciary Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Fiduciary services
• Tax consulting
• Auditing services
• Accounting services
• Business advisory

Headquarters

HQ city

Chur

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Fiduciary Services: The company generates revenue by providing professional fiduciary services including tax consulting, auditing, accounting, and business advisory. Services are billed on a time-spent basis according to the fee tariffs established by TREUHAND|SUISSE and EXPERTsuisse professional associations.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

treuhand-kanzlei ag provides professional fiduciary, auditing, accounting, tax consulting, and business advisory services to small and medium-sized enterprises (KMU) and private individuals in the Swiss canton of Graubünden. Core offerings include statutory auditing, tax planning and compliance, financial accounting and annual statements, company formation, corporate restructuring, succession and estate administration, and business valuations. Services are delivered through personal consultations across three office locations and are billed on a time-spent basis according to TREUHAND|SUISSE and EXPERTsuisse professional fee tariffs.

Product overview

treuhand-kanzlei ag / canzlia-fiduziara sa is a Swiss trust and accounting firm offering integrated professional services. The core offering comprises trust services (Treuhand), auditing (Wirtschaftsprüfung), tax advisory (Steuerberatung), and bookkeeping (Buchhaltung). Supporting services include company formation, restructuring, succession planning, estate administration, and business valuations. The firm also provides AbaWebTreuhand, an internet-based accounting solution allowing clients to self-manage bookkeeping with firm support. Real estate management is delivered through partner Immobilias.ch. The UP|DATE magazine serves as a client publication, published quarterly in PDF format, covering tax, legal, and business developments.

Differentiator

Problem solved

Functional benefit

Products and services

• Treuhand & Wirtschaftsprüfung (Trust & Auditing) Statutory auditing of joint-stock companies, special audits for capital increases/reductions, and company liquidation auditing, delivered to Swiss companies requiring audit and assurance services.
• Steuerberatung (Tax Consulting) Tax consulting and planning services including tax returns for individuals and legal entities, representation before tax authorities, and VAT advisory, delivered to SMEs and private individuals.
• Buchhaltung (Accounting / Bookkeeping) Financial accounting services including bookkeeping, preparation of annual financial statements, balance and income analysis, and financial planning for businesses.
• Gesellschaftsgründungen (Company Formation) Company formation and establishment services supporting new businesses in setting up Swiss legal entities.
• Umstrukturierungen (Corporate Restructuring) Corporate restructuring services including mergers, company divisions, and liquidations, supporting SMEs through structural changes.
• Nachfolgeregelungen & Erbschaftsverwaltung (Succession & Estate Administration) Succession planning, inheritance divisions, and estate administration services for business owners and private individuals.
• Unternehmensbewertungen (Business Valuations) Business valuation services supporting succession, sale, or other strategic transactions for SMEs.
• Immobilienverwaltung (Property Management) Property management and administration of stock ownership (STWEG), delivered in cooperation with external partner Immobilias.ch based in Ilanz.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• treuhand-kanzlei Müller & Partner AGcoreStrategic or Co-development Partner · 1 January 2002Long-standing partnership since 2002 with treuhand-kanzlei Müller & Partner AG. The two firms operate together in the market, with shared client relationships and complementary expertise. Located at the Chur office (Bahnhofplatz 7). Contact: [email protected], Phone: 081 252 55 62.
• Immobilias.chminorOthersExternal partner for real estate services. Clients requiring real estate services are referred to Immobilias.ch located in Ilanz.
• TREUHAND|SUISSEminorOthersProfessional association membership providing access to professional standards, fee tariffs, and industry resources. Norbert Cavegn serves as a member.
• EXPERTsuisseminorOthersProfessional association membership for Swiss trust and audit professionals. Reto Müller is a member of EXPERTsuisse.
• Verein CosmeaminorOthersReto Müller is initiator and president of this non-profit organization providing work places for people with psychological disabilities. The organization operates Restaurant Loë in Chur.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• KPMG AG (Switzerland): Big 4 accounting firm with full-service Swiss operations in audit, tax, and advisory. Competes for larger Swiss SME mandates and represents an upscale incumbent.
• BDO AG (Switzerland): Top-5 Swiss accounting and audit firm with broad national coverage. Overlaps in audit, tax, and advisory for SMEs but serves a much wider portfolio and larger enterprise clients.
• PricewaterhouseCoopers AG (Switzerland): Big 4 Swiss practice offering audit, tax, and advisory. Overlaps with treuhand-kanzlei ag at the upper end of SME mandates and represents a structural competitive threat.
• Ernst & Young AG (Switzerland): Big 4 firm with full Swiss audit, tax, and transaction advisory practice. Competes for enterprise and upper-mid-market mandates and is increasingly active in the Swiss SME segment.
• Deloitte AG (Switzerland): Big 4 Swiss audit, consulting, tax, and legal practice. Represents a broad incumbent that competes for the largest mandates in the firm's addressable market.

Direct peers

• von Graffenried AG: A long-established Swiss fiduciary, tax, audit, and legal advisory firm with multiple offices across Switzerland. Direct peer given overlapping Treuhand, audit, and business-advisory services for SMEs and individuals.
• OBT AG: Swiss Treuhand, audit, tax, and consulting firm serving SMEs and individuals across multiple cantons. Comparable in service breadth (Treuhand, Wirtschaftsprüfung, Steuerberatung) and target clientele.
• Balmer-Etienne AG: Swiss fiduciary and audit firm serving SMEs in the Bern region. Comparable offering in Treuhand, audit, tax, and business advisory with similar partner-led structure.
• Mazars AG (Switzerland): International audit, tax, and advisory firm with a substantial Swiss fiduciary practice targeting SMEs and owner-managed businesses. Comparable in audit-credentials and mid-market positioning.
• Grant Thornton AG (Switzerland): Mid-tier international audit and advisory network with a focused Swiss SME practice. Direct peer given similar positioning in audit, tax, and advisory for owner-managed businesses.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/treuhand-kanzlei

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 treuhand-kanzlei ag