Accounting for a Foundation (investments)

Accounting for a Foundation (investments)
  • Task ID (number): #40037

Task overview

You are the president or treasurer of a foundation in Switzerland and are looking for a simple and innovating solution to manage your books? This package may be perfect for you.

Though the volume of accounting tasks remains relatively small the impact of registration of investments and expenses can be become cumbersome very fast. That is why we have come up with a simple solution to cover you. We offer to perform these accounting tasks for you and support you all the way.

Our ‘Accounting for Associations’ package includes

  • Monthly bookkeeping including investments, expenses, bank reconciliation, accounts receivable and accounts payable
  • Year-end financial statements and preparation for the annual meeting
  • Unlimited support from your dedicated accountant
  • Access to the UpTasker platform including taskboard, task workflow, document archive and communication to manage your engagement with us
  • Access to your real-time financial dashboard configured specifically for your Association needs including for example your debtors, creditors, cashflow, expense categories and event administration
  • Free access to our support meetings
  • The price mentioned is a fixed price. So no surprises
  • The use of Xero Cashbook bookkeeping software is included in the package


  • Annual upfront payment at registration
  • You have a maximum of 200 transactions per year
  • You upload every month your documents to be processed

If you have any questions or remarks please send us a message using the mail option you see on the right. Please let us know if you have less than 200 transactions per year so we can give you a discount on the price mentioned. By clicking the Order button you agree with the Task Terms and Conditions. You will receive a confirmation email and will see the task in your Taskboard.

Task detail

  • PriceCHF 2,150
  • TypeOnline