Fiduciary services · Audit · Tax & Legal · IT — since 1972
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Accounting and finance in real time — OBT AG

Welcome to OBT — now in real time

Your company's finances — in real time

OBT takes over your accounting and the role of fractional CFO. Balance sheet, profit and open VAT — on your screen every day, instead of once a year in the annual financial statements.

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Since 1972 — your partner for fiduciary services, audit, IT and consulting, now with real-time accounting and controlling.

What's changing

Your figures only once a year?
That belongs to the past.

Today — your own accounting

  • 1–3 in-house accountants
  • Full cost per employee — from CHF 110'000 per year
  • Financial overview once a quarter or once a year
  • Staffing risks: absence, turnover, holidays

With OBT

  • Balance sheet, profit and open VAT — every day
  • A fractional CFO who focuses on decisions
  • Significantly more affordable than your own department
  • Scalable — at any booking volume, without new hires

A traditional fiduciary is the shared accountant of SMEs. A fiduciary in the Arvut network is also their fractional CFO — and not only for small businesses.

Our Services

A finance function at group level

You see solvency and true margin today — not only in the annual financial statements.

Real-Time Accounting

Maintained day by day, not just once a quarter. Balance sheet, income statement, VAT position, receivables and payables — always up to date.

External CFO (CFO level)

Management reporting, key figures and decision-making groundwork. You get insights and decisions instead of mere spreadsheets.

Financial statements under the CO

Audited, clean annual financial statements — on request with statutory audit under one roof (OBT Revision).

Payroll and HR

Payroll accounting with cost centres, social insurance and withholding tax — reconciled down to the last centime.

Client portal 24/7

Your figures anytime, on any device, in a protected area under the OBT brand.

Controlling and financial planning

Budget-to-actual comparison, key figures and forecast. You see where you're making money — and where you're not.

Why it pays off

The strength of a group — without its headcount

CHF 110'000+
Full cost of an in-house accountant, per year
up to 70%
Savings compared with your own department
24/7
Access to your figures, at any time
since 1972
over 50 years of fiduciary services, audit and consulting

Packages

A fair price — compared with your own staff

An in-house accounting function is not just the salary. With social security contributions and a workplace, an accountant costs over CHF 110'000 per year, a team several hundred thousand. With OBT you get more — and pay significantly less.

Real-Time Books

10–49 employees

from CHF 18'000 / year
  • · Real-time accounting + VAT
  • · Payables / receivables
  • · Client portal under the OBT brand
  • · Regular reporting

Popular with mid-sized companies

Most popular Finance Partner

50–249 employees

from CHF 36'000 / year
  • · Everything in Real-Time Books
  • · Monthly management reporting
  • · Multi-currency EUR/CHF
  • · Quarterly review meetings

Significantly more affordable than your own team

Virtual CFO

Large companies · groups · family businesses

from CHF 60'000 / year
  • · Everything in Finance Partner
  • · Consolidation and budgeting
  • · External CFO
  • · Tax and succession planning

More affordable than your own staff plus a CFO

The exact price is set after a brief analysis — it depends on the booking volume and the number of entities. You can get started with a three-month pilot phase at CHF 1'000 per mandate (creditable if continued). Request a quote.

Process

Three steps to real-time finances

01

Introductory meeting and analysis

A 30-minute conversation; we show you the portal using an example from your industry.

02

Transition

Typically 2–4 weeks, without interrupting your operations.

03

Working in real time

Daily updates, monthly review meetings with your contact at OBT.

Focus on your business.
The figures are our business.

Real time, control accurate to the last centime, and the role of a fractional CFO — from one of Switzerland's six largest fiduciary and audit firms.

Request a quote

Your finance team

Behind the figures are people who know your business

The platform handles the routine — the OBT team takes care of analysis, tax, audit and decisions.

Thomas Züger

Thomas Züger

CEO

Leads OBT as one of Switzerland's largest fiduciary firms — with an eye for the bigger picture.

Christoph Brunner

Christoph Brunner

Head of Fiduciary Services

Responsible for the fiduciary mandates — your books in real time, accurate and reliable.

Audit under one roof: with OBT Revision we speak the language of audited figures. Meetings at one of our 11 locations — in person or online, in German and English.

Region

Near you — 11 locations across Switzerland

  • ·Head office at Rorschacher Strasse 63, 9004 St. Gallen
  • ·11 locations — from St. Gallen and Zurich to Basel, Lucerne and Bern
  • ·Around 550 employees, including up to 25 apprentices
  • ·Part of Baker Tilly International — connected worldwide
  • ·German and English

Local closeness and group strength at once

As one of Switzerland's six largest fiduciary, audit and consulting firms, we combine local closeness with the depth of a group. This is exactly where real-time accounting is most valuable: it replaces expensive in-house staff and delivers the financial picture every day.

Contact

Let's start with a short conversation

Tell us about your business — in 30 minutes we'll show you what your accounting looks like in real time and how much you can save. The initial consultation is free of charge.

OBT AG

Rorschacher Strasse 63 · 9004 St. Gallen

+41 71 243 34 34

info@obt.ch

Response within one business day.

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