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CREFIDA

Über CREFIDA

At the side of Swiss companies since 1998.

We are a partner-managed fiduciary company with offices in Pfäffikon SZ and Liestal BL — close enough to truly know your business.

More about us

01Who We Are

A fiduciary partner who stays.

Founded in 1998 in Pfäffikon SZ, CREFIDA today serves over 900 mandates with 68 employees at two locations. We manage accounting, audit financial statements, declare taxes, and support entrepreneurs with growth, restructuring, and succession planning.

Our mandates stay with us for over twelve years on average. This is because responsibilities do not change, deadlines are met, and we are accessible even when things get tight.

1998

founded

68

employees

900+

mandates

4

Standorte

02Principles

Four principles that define every mandate

Clarity

Clear language instead of jargon. You always know where you stand and what's next.

Reliability

Deadlines are not negotiable for us. Financial statements, declarations, and payroll runs are always on time.

Proximity

A dedicated contact person who knows your company — for years, not just for one mandate.

Independence

We are partner-managed and beholden to no group. Our recommendations serve your company alone.

03Geschichte

Grown, not acquired

1998

Foundation in Pfäffikon SZ as a fiduciary office for trade and commerce.

2006

Accreditation as an auditing company, establishment of the auditing division.

2013

Opening of the Liestal BL office, expansion of tax consulting.

2019

Digitization of accounting processes and introduction of digital document capture.

2026

Two locations, 68 employees, over 900 supported mandates.

04Leadership

Partners

Martin Brunner

Managing Partner

Certified Fiduciary Expert with federal diploma, responsible for mandate management and succession planning.

Sandra Meier

Partner Auditing

Licensed Audit Expert, leads ordinary and limited audits.

Luca Ferrari

Partner Taxes

Certified Tax Expert for corporate and private taxes as well as VAT.

Anja Roth

Head of Consulting

Supports transactions, financial planning, and the digitization of financial processes.

«We don't want to be the largest fiduciary company in Switzerland — but the one where you still dial the same number after twenty years.»
Martin Brunner · Managing Partner

Let's get to know each other.

An initial consultation is free and non-binding — by phone, at your company, or at one of our two locations.