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    Starting your books

    Why keep books at all

    The law requires them as soon as you invoice — but you don't keep them for the tax office. You keep them to know, every month, whether you're making money, and to prove it the day a bank, a partner or a buyer asks.

    The fiscal year

    Your books live in one-year slices: the . Everything recorded belongs to a , which opens, fills up, then closes for good. In Switzerland it often follows the calendar year — nothing forces it to.

    The day-one photo

    Before the first , you need the starting state: what the company owns and owes on day one. These are the . Brand-new company? The photo can boil down to the paid-in capital.

    Three ways to start

    Starting from scratch: two minutes. Coming from Bexio: the import takes over your history to the cent. You have an Excel file or an export from another tool: the wizard reads it. In all three cases, you're guided.

    How to do it in BeMyTalent

    The same chapter, hands-on — step by step in the app:

    1. 1

      Choose your starting point

      On the Health page, the highlighted tile offers the three paths: Bexio migration, CSV/Excel file, bank statement. Brand-new project? Skip it — the rest of the course is enough.Choose your starting point
    2. 2

      Set the opening balances

      Enter the day-one photo and lock it — or mark it "not needed" if you're truly starting from zero. The tile turns green: your books have a starting point.

    Going deeper

    The chart of accounts, without fear

    Accounts are numbered drawers, ordered the same way across Switzerland (SME chart): 1xxx what you own, 2xxx what you owe, 3xxx what you sell, 4-6xxx what you spend. The app picks the drawer — you check.

    Run the day-to-day, call on expertise

    BeMyTalent prepares and keeps the routine operations up to date; you check and approve them. Your fiduciary can review, close the year, optimise your taxes and handle special cases. You choose how far they get involved, and they work on the same up-to-date data.

    Put it into practice on your numbers

    This guide continues in the app: the guided path has you build your real financial plan, chapter by chapter. 1-month free trial, no card.