Your day-to-day operations
Useful records for ongoing allocation include service statements, payment journals, supply invoices, staff schedules. Income and related spending need to remain identifiable by activity and period.
Medical practices, dentistry, therapy and care
Revenue and payments
Treatment invoices and outstanding payments
Costs and cash flow
Consumables, equipment and premises
Payroll, working time and expenses
Part-time workloads and care assignments
Employment contracts, working time, leave, expenses and insurance records underpin clear payroll administration. Applicable employment terms and social insurance must be checked for each relationship.
VAT, tax and year-end accounts
VAT treatment depends on the service and tax status. Tax returns and year-end accounts require attention to legal form, records, accruals and cantonal rules. Check unusual cases before posting.
Avoid common mistakes
Treating invoiced amounts as payments received
How Verumo helps
We handle the agreed accounting, payroll and fiduciary work. Together we define which tasks remain in-house and which Verumo takes on.
Ready for the conversation.
Your document checklist
Clear records make it easier to discuss your needs.
Your selection is stored only for this tab’s session. This checklist does not transmit files.Good to know
Frequently asked questions
Should full patient files be sent to the accountant?
Only provide the data needed for accounting reconciliation. Service statements and payment journals should be supplied without unnecessary medical details.
How do we get started?
Contact us by phone or email. A short overview and any deadlines help us prepare for the first conversation.