UTA Treuhand AG Frick (Frick)

If you want success, you have to move quickly and purposefully on many levels. This applies to entrepreneurs who have to hold their own in changing markets, to self-employed people who have to position themselves in terms of quality and quantity, to private individuals who want to maintain security for the future and a standard of living, and to local government, whose goal is to fulfill public services.

Consultant for trade, crafts and commerce.

The UTA GROUP can make a decisive contribution to the realization of your goals. In a complex world, interdisciplinary solutions count more than ever. With a pool of specialized partners in the areas of fiduciary services, auditing, real estate, municipal consulting and occupational pension plans, we work primarily in the canton of Aargau. Our clients come from a wide range of economic sectors: Trade, services, crafts and commerce. We respond to the wide range of requirements with a comprehensive range of services.

Use opportunities, exploit potential.

Market and corporate strategy, finances, assets, taxes, accounting, law - many components interact and must be mastered virtuously. This is not always easy in a small or medium-sized company, for the visionary self-employed or even in public administration. The UTA GROUP helps you to maintain an overview and to take advantage of your opportunities.

close to business, close to people.

Our consultants are generalists and specialists at the same time. In addition to comprehensive expertise, personal proximity and human values also count. We focus on quality and sustainable partnerships.

The UTA GROUP: Because one thing fits into another and ultimately only one thing counts - your success.

Accounting

• Financial and operational accounting
• Profit and financial planning
• Accounts receivable and accounts payable incl. payment transactions

**Tax consulting

• Short-, medium- and long-term tax planning
• Tax burden comparisons
• Preparation of tax returns

Corporate consulting

• Consulting in financing, organization and personnel issues
• Support in the preparation of business plans
• Design and implementation of management information systems for SMEs

MWST-Consulting

• Clarification of tax liability
• Organization with regard to VAT
• Instruction and training of employees with awareness of sensitive areas
• Definition of procedures (import / export)
• Ongoing support
• seminars
• Information on new developments
• Support in VAT revisions
• Support in objection procedures
• Obtaining legally binding information from the FTA

Personnel administration / consulting

• Payroll accounting and social security accounting
• Employee search and selection
• Personnel regulations, job descriptions, legal advice

Company valuations

• for succession planning
• for the sale of businesses
• in inheritance cases

Succession arrangements

• Advice on succession planning
• Elaboration of financing models
• Support in contract negotiations

Company formations / liquidations

• Advice on the choice of the form of enterprise
• Formation and liquidation of corporations and partnerships
• Preparation of pool contracts

Purchase, sale of SME

• Elaboration of sales documentation
• Consulting during purchase and sale negotiations
• Due diligence - analyses and reviews

Domicile accounting

• Keeping the accounts at the client

marriage and inheritance law, execution of wills

• Assistance in the preparation of marriage and inheritance contracts
• Personal, tax-optimized asset, pension and financial planning
• inheritance distributions

**Revisions

• Audit of corporations and pension funds
• Audit of foundations, associations and federations
• Special audits

**Real Estate

Builder's consulting / builder's representation

• Support in the development of projects
• Procurement of information and documents
• Leading and managing a construction project
• Ensuring the project organization
• Checking the project procedures
• Ensuring the targets are met
• Ensure budget compliance

Manage / Manage

• Managing rental properties
• Managing condominiums
• Organizing the caretaking
• Organizing and supervising conversions and renovations
• Carrying out apartment returns and handovers
• Drawing up rental contracts
• Carrying out rent increases
• Drawing up accounts for the properties
• Preparation of heating and ancillary cost statements
• Prepare annual accounts and budgets
• Offer rent calculations for owners

Property appraisals

• Provide appraisal report
• Valuation of real estate in the areas of owner-occupied homes and commercial properties

Sale / Marketing

• Pricing and appraisal of the property
• Assessing the location (location marketing)
• Creation of a marketing concept
• Assistance and preparation of sales documentation
• Advertising in local newspapers
• Organizing open house
• Using the Internet portals
• Visiting the objects with interested parties
• Price negotiations between the parties
• Checking and helping with financing
• Preparation of contracts and notary services

Comunova

Community consulting

• Consulting of municipalities and public institutions in accounting, business organization and marketing
• Comprehensive analysis of municipalities with recommendations
• Audits under the leadership of the finance commission
• Expert opinions for cost optimization
• Review and development of improvement proposals for operational processes
• Personnel consultations
• Image campaigns to promote public relations

**Collective Foundation

Employee pension plan

• Advice on all aspects of occupational pension provision
• Individual, client-specific pension plans
• Management insurance