Side by Side we win

Professional accounting services for condominium associations

digital, efficient, reliable.

The flexible solution for small owner communities and property management in Switzerland.
Transparent finances, clear processes, and modern tools – without unnecessary complexity.

Efficient accounting – tailored to your management model

Condominium associations have individual needs.
Some rely on comprehensive management, while others organize themselves partially or entirely.

We complement existing structures with a clear specialization:
professional, digital accounting for condominium associations.

  • Our tool creates transparency

    Intuitive bookkeeping, clear reports, and legally compliant annual financial statements –
    serving as a digital foundation for self-managing owners and professional property managements.

  • Our accounting service handles everything on request

    From invoice processing to the annual financial statements:
    We manage your bookkeeping in a structured, timely, and transparent manner –
    either in the background or as direct support for your community.

  • Consulting & Expert Support

    Practical, solution-oriented, and available exactly when extra guidance and reassurance is needed.

Also for Property Management Companies

Do you manage properties and want to optimize or outsource your accounting processes?

We handle the HOA accounting efficiently in the background —
you retain client management and gain time for support, growth, and quality.

Professional Support – Exactly Where You Need It.
An efficient and financially responsible property management is the heart of every condominium association.
Whether it’s complete bookkeeping or targeted advice, we support the administration of your homeowner's association (HOA) with clear, structured accounting.

The digital Excel tool

The solution for self-managing condominium associations

The digital Excel-Tool for self-managing condominium associations

For condominium associations that want to manage their accounting efficiently, cost-effectively, and independently.

  • One-time payment CHF 195.– (no subscription)
  • Legally compliant with Swiss standards
  • Includes automatic tax statements

Bookkeeping Service

Professional Outsourcing

For communities or administrations that want to outsource their bookkeeping efficiently.

  • Active payment processing:
    We prepare all HOA invoices for payment.

  • Payment reminders included:
    We monitor timely receipt of renewal fund contributions.

  • Ongoing bookkeeping:
    Always up-to-date financials.

Coaching & Consulting

Professional Guidance

For questions, complex accounting issues, or setting up a new bookkeeping structure.

  • Hourly billing
  • Expert knowledge for specialized issues
  • Personal support

Unsure which package is right for you?

We’re happy to advise you on the best solutions for your community.

 

More About the Tool

All-in-one peace of mind for your finances. The simple solution for managing your condominium accounting.

Experience the simplicity

Please note that a valid Office 365 license is required to use our tool.

A tool that anticipates your needs

  • Ongoing accounting: Recording all invoices and bank transactions.
  • Year-end closing: Preparation of balance sheet and income statement according to Swiss law.
  • Cost allocation: Individual statements per condominium owner (based on ownership shares).
  • Tax certificates: Annual statements for personal tax returns.
  • Renewal fund: Transparent management and interest calculation.

See for yourself: Try our tool free for 14 days and gain a complete overview!

Test the tool for free (14 days)

Features That Impress: How Our Excel Tool Simplifies Your Management

Our Excel tool is specially designed to make self-administration as structured, secure, and efficient as possible. Here’s an overview of the key features that will make your life easier:

Effortless Data Management

Simplicity comes first. Record monthly transactions with ease and complete your year-end closing smoothly.

Automated Reports

Save valuable time! The tool automatically generates your balance sheet and income statement, and also prepares all documents for the auditor independently.

Tax-Compliant Statements

Quickly and accurately generate all required tax documents, ensuring full compliance with Swiss legal tax requirements.

Intuitive Year-End Allocation

We guide you through the process. An integrated, intuitive feature provides targeted support for handling year-end accruals accurately and efficiently.

Integrated Data Security

Rely on accuracy. Built-in checks and control mechanisms ensure your data is processed securely and reliably.

Comprehensive Overview

Thanks to the clear and appealing layout, you always have all relevant information about the management and accounting of your condominium association clearly in view.

More About the Bookkeeping Service

We take care of your finances – reliably and transparently. From day-to-day bookkeeping to annual financial statements, we relieve your association of the administrative burden and ensure professional, timely service.

01

Digital Onboarding

After our initial consultation, we set up your access. Together, we define the cost centers of your HOA so that everything is perfectly structured from the very beginning.

02

Ongoing Document & Payment Management

You simply upload invoices (e.g., for craftsmen, insurance, electricity) digitally. We review them, record them in the system, and execute the payments directly from your HOA account. We take care of the administrative processing for you.

03

Transparency & Payment Management

We handle the complete processing of your payment transactions and execute all payments through the HOA account. Thanks to our timely posting, you gain clarity not only at year-end—you can monitor cost developments and the budget throughout the year.

04

Final Closing

We prepare the legally compliant annual financial statement and individual accounts—fully ready for your owners’ meeting.

Two models – different areas of focus

While a full management service covers not only accounting but also administration, organisation, on-site appointments and coordination, we deliberately focus on one area: professional HOA accounting.

This results in different cost structures – and different advantages.

The savings at a glance

Example: 6-unit homeowners' association

Full management:
Full management: CHF 2,000 base fee + 6 × CHF 350.-
= approx. CHF 4,100 per year

Our model (accounting):
Flat rate from CHF 1,500 per year

Why we are able to offer this efficiency

  • Digital processes instead of paper filing
  • Clear specialisation in accounting
  • Clear specialisation in accounting
  • No mixed calculation with additional administrative services

Let’s Talk

Your first consultation is free.

More About Coaching & Consulting

Expert support you can rely on. Whether it’s a specific question, process optimization, or strategic guidance, we offer practical and easy-to-understand advice tailored specifically to condominium associations.

Expert Support for HOA Finances

In addition to our platform and accounting service, we support communities and management bodies with selected specialist questions relating to the financial organisation of homeowners' associations.

This is not about traditional consulting, but about practical support with structure, processes and decision-making foundations.

We support you, among other things, with:

Financial and Accounting Topics

  • Creation or optimization of your accounting structure
  • Clarification of complex billing or allocation situations
  • Budget planning and annual financial statements
  • Questions regarding legal requirements and transparency

Organisational and administrative tasks

  • Structuring of workflows and responsibilities
  • Support in preparing owners' meetings (financial documents)
  • Documentation and structure of resolutions
  • Clarification of administrative processes within the community

Contract and service topics

  • Assessment of service and maintenance contracts from a financial perspective
  • Support with quote comparisons
  • Preparation of decision-making bases for owners' communities

Whether it's a one-off question or ongoing support:
we analyse your situation together, develop pragmatic solutions and strengthen you in your role as delegate or board member.

This is not about traditional consulting, but about practical support with structure, processes and decision-making foundations..

Practical, clear and without unnecessary jargon – so that you can lead your community with confidence, structure and peace of mind.

Let’s Talk

Your first consultation is free.

Our Services: For a Smooth-Running HOA

We handle the structured and transparent accounting of your homeowners' association – reliable, precise and practical.

Below you will find an overview of our core services:

We capture and record all incoming payments of your community in a structured and complete manner. Whether advance contributions, special levies or other income – everything is correctly allocated and documented. This ensures you always maintain a clear overview of liquidity and payment status.

We handle the timely payment of all current invoices for your property. Incoming receipts are carefully reviewed and payments are executed directly via the community's account. This helps you avoid late payment notices and ensures smooth operations.

We prepare an annual budget covering all expected income and expenditure. All relevant cost items are planned realistically and presented transparently. This provides you with a reliable basis for your annual financial planning.

We prepare a complete overview of all income and expenditure of the property. Cost allocation is carried out in accordance with the regulations and ownership shares. Clear, auditable and correctly prepared for the owners' community.

We calculate the jointly shared operating costs in a structured and clear manner. All relevant items are clearly shown and correctly allocated. This creates transparency and avoids disputes or misunderstandings.

We record all ongoing expenses for the operation and maintenance of your property. From insurance to caretaking – all costs are systematically consolidated. This enables a clear overall overview of the annual property costs.

We manage the reserve fund in a structured and purpose-bound manner. Contributions are correctly recorded and the funds are transparently reported. This ensures that sufficient reserves are available for future investments.

At the end of the financial year, we prepare complete and auditable annual accounts. All financial transactions are summarised in a clear and structured manner. This provides you with a solid basis for decision-making at the owners' meeting.

Reliable Accounting for Your HOA

We handle the structured and transparent bookkeeping of your homeowners' association – precise, traceable and legally compliant.

Whether ongoing bookkeeping, annual accounts or management of the reserve fund: you always maintain a clear overview – we ensure professional execution.

If needed, we are also available to advise you and support you at owners' meetings.

Focus on your community – we take care of the numbers.

Schedule a no-obligation initial consultation now

The first consultation is free of charge.