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Growth & Capital · 📊 Accountant / Fiduciary

Eine neue GmbH ist soeben im SHAB erschienen. Sie haben noch keinen Treuhänder.

The founding week is the only moment when a Swiss company has no accounting relationship in place. That window is 7–14 days wide. Founders are overwhelmed, the mandate is uncontested, and whoever calls first with a clear offer wins it — often for years.

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The timing advantage

Be the first to know. Be the first to call.

For accountants, timing isn't a minor edge — it's the whole game. The first fiduciary to reach a newly registered company wins a mandate that is nearly impossible to lose once embedded. Switching costs are high, and founders default to whoever guided them through the setup.

1
The mandate is unclaimed at registration
Eine neue GmbH oder AG erscheint im SHAB ohne jegliche Buchhaltungsbeziehung. Die Gründer kümmern sich gleichzeitig um Notariatsunterlagen, Kontoeröffnung, Büroeinrichtung und HR. Sie hatten keine Zeit, nach einem Treuhänder zu suchen – sie beauftragen denjenigen, der sie als Nächstes klar und direkt anspricht.
2
VAT and payroll decisions must be made immediately
Swiss VAT registration, AHV/IV setup, and proper chart of accounts structure all need to be decided in the first 30 days. A fiduciary who shows up with specific, timely advice on these decisions — not a generic pitch — earns immediate credibility and trust.
3
Relocating companies arrive without local relationships
When an existing company relocates to a new canton, they often leave their incumbent fiduciary behind. They're actively looking. Catching this in the SHAB puts you in the room before any local competitor knows the company has arrived.
Your signals

Which SHAB events matter for Accountant / Fiduciary

Three SHAB event types create a clear opening for a fiduciary approach. Each represents a company at a different stage of need — but all three mean the accounting relationship is in flux.

🆕 New Registration
HIGH SIGNAL
Eine neu im SHAB eingetragene GmbH oder AG hat noch überhaupt keinen Treuhänder. Es gibt keine bestehende Beziehung zu verdrängen. Der Gründer ist aktiv in der Aufbauphase und wird in den ersten Wochen einen Buchhalter engagieren – wer ihn zuerst mit einem konkreten Angebot erreicht, gewinnt das Mandat ohne Gegenkandidaten.
📍 Relocation
HIGH SIGNAL
Ein Unternehmen, das seine eingetragene Adresse ändert – insbesondere kantonsübergreifend –, wechselt oft ohne sein bisheriges Treuhandbüro. Kantonsspezifische MWST-Regelungen, kommunale Steuersätze und lokale Lohnanforderungen bedeuten, dass das Unternehmen aktiv einen neuen Buchhaltungspartner benötigt, der mit dem Zielkanton vertraut ist. Das ist einer der wenigen Momente, in denen ein etabliertes Unternehmen wirklich offen für einen Wechsel ist.
👤 Leadership Change
HIGH SIGNAL
Ein neuer CEO oder CFO, der einem bestehenden Unternehmen beitritt, überprüft häufig alle Lieferantenbeziehungen — einschliesslich der Treuhand. Neue Finanzchefs wollen oft ihren eigenen vertrauten Buchhalter mitbringen, anstatt die Wahl ihres Vorgängers zu übernehmen. Ein zur richtigen Zeit platzierter Anruf — ausgerichtet auf den Übergang — landet in einem echten Entscheidungsfenster.
Real scenario
New registration in Zug — Nexus Solutions GmbH — Day 1 vs Day 30

Eine GmbH wird eingetragen. Das SHAB publiziert. Zwei Treuhänder lesen es. Einer handelt noch am selben Morgen. Der andere wartet.

8:04 AM
The SHAB publishes. New registration for Nexus Solutions GmbH in Zug. Capital: CHF 20,000. Two directors listed.
8:15 AM
Your Founders & Movers brief lands. Accountant / Fiduciary score: 94. AI angle attached: "New GmbH, Zug domicile, VAT threshold timing decision needed in first 30 days."
9:30 Uhr — Tag 1
You call the founder the week of registration. They're overwhelmed with setup tasks. You offer to handle all the accounting and VAT registration setup. The mandate is yours before they think to search for alternatives.
Day 30 — If you wait
Ein konkurrierender Buchhalter, der das SHAB ebenfalls liest, hat das Mandat bereits. Die Wechselkosten sind hoch — du bist für Jahre ausgesperrt.
Why the window closes

Day 1 vs Day 30 — the difference is the deal

Day 1
Day 1 — You call today
  • The founder has no fiduciary. Your call is welcome, not intrusive — they need exactly what you're offering.
  • You arrive with a specific VAT timing question they haven't considered. Instant credibility, no sales pitch needed.
  • You can shape the chart of accounts, AHV setup, and filing calendar from the start — no messy handover from a predecessor.
  • Ein kostenloses 20-minütiges Gespräch konvertiert zu einer hohen Rate. Es gibt noch keine Konkurrenz. Du setzt die Bedingungen.
Day 30
Day 30 — You call next month
  • Another fiduciary already handled the VAT registration. The relationship is established. You're asking them to switch.
  • Switching means migrating books, restructuring accounts, and an awkward conversation with the incumbent. Founders avoid this.
  • The first-year mandate is the entry point for multi-year tax planning, payroll, and advisory work. You missed all of it.
  • By month three, the founder has told two other founders who to use. The referral network compounds the loss.
Reach out with reason

Not "I help companies like yours." A specific reason to call.

SHAB events give you a real, specific, verifiable reason to reach out. That changes the conversation from cold outreach to warm intelligence — you're not selling, you're responding to something that happened.

❌ Generic cold outreach
Subject: Accounting services for your business

Hi,

I provide accounting and fiduciary services to Swiss SMEs. If you're looking for a reliable partner for your bookkeeping and tax needs, I'd be happy to discuss how I can help.

Kind regards
✅ SHAB-triggered with AI angle
Subject: Nexus Solutions GmbH — just registered, VAT threshold question

Saw Nexus Solutions GmbH registered in Zug on Tuesday. Congrats. One immediate question for new GmbHs: Swiss VAT registration is mandatory once you cross CHF 100k turnover, but optional below that — and the timing decision has a 5-year lock-in. Happy to do a 20-min call to walk through the options at no cost.
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Other roles

See similar role presets

Founders & Movers has 27 pre-configured roles. These work similarly to Accountant / Fiduciary — same signals, same timing logic, same first-mover advantage.

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