Fiduciary Toolbox
With the Fiduciary Toolbox, EXPERTsuisse aims to provide its members with food for thought, work aids and tips and tricks in various subject areas that can be helpful in the further development of their own company.
Support for day-to-day client work
The entrepreneurial development of one's own auditing and consulting company is sometimes neglected. It is important to regularly deal with the various facets of managing your own company in order to ensure its future viability. The toolbox supports structured, quality-oriented and future-oriented corporate management in six key areas.
The key areas in detail
The Swiss Standard on the Limited Statutory Audit (SER) as well as guidelines and working aids for an efficient and risk-oriented audit performance within the scope of the limited statutory audit.
Checklists and tools for structured mandate management, clear processes and sustainable quality assurance.
Templates, practical examples and checklists for the professional recruitment, management and development of employees.
Instruments for company valuation, succession planning and consulting for targeted and sustainable company development.
Guidelines and tools for integrating ecological, social and economic aspects of sustainability into corporate strategy.
Guidance, templates and factsheets for digital transformation and the secure handling of sensitive data.
Your library for tried and tested content
The content was developed in close cooperation with experienced professionals from the field and is based on their own practical experience. The contents of the toolbox therefore do not necessarily coincide with EXPERTsuisse's own understanding of leadership.