top of page

About

We are an independent firm specialized in audit, accounting, and investment advisory services, dedicated to supporting companies, entrepreneurs, and investors in their strategic financial decisions.

Our mission is to provide clarity, security, and perspective in a complex economic environment by combining rigorous analysis, technical expertise, and a deep understanding of our clients’ challenges. We believe that reliable financial information is the foundation of sound and sustainable decision-making.

Our Expertise

Our expertise is built on an in-depth mastery of accounting standards, audit practices, and financial analysis applied to investments. We are involved in audit and control engagements, as well as in accounting optimization, financial structuring, and the evaluation of investment projects.

Each assignment is conducted using a precise methodology, tailored to the specific risks, objectives, and regulatory environment of our clients.

Our Philosophy

Our philosophy is founded on independence, integrity, and confidentiality. We prioritize long-term relationships based on trust, transparency, attentive listening, and the quality of our advice.

Every recommendation is formulated with objectivity and without compromise on professional ethics, ensuring informed, responsible, and well-founded decisions.

Our Commitment to Results

We are committed to delivering concrete and measurable results. Beyond reports and analyses, our added value lies in providing clear, pragmatic, and directly actionable recommendations.

Our objective is to help clients secure their operations, improve financial performance, and reduce risks associated with strategic and operational decisions. We focus on solutions that create sustainable value and support long-term stability.

Our Experience

Our experience is based on many years of professional practice in audit, accounting, and financial advisory services. We have supported small and medium-sized enterprises, private investors, and growing organizations across a variety of sectors.

This diversity of assignments enables us to maintain a comprehensive and realistic view of economic, financial, and organizational challenges. It also allows us to deliver solutions adapted to each specific context, both in Switzerland and internationally.

team.png

The Team

Our team is composed of highly qualified professionals, united by a shared commitment to delivering rigorous, reliable, and value-driven financial guidance.

Each member brings complementary expertise in auditing, accounting, financial analysis, and strategic advisory services. This diversity of skills allows us to approach every engagement with a comprehensive perspective, while carefully considering the specific needs and objectives of each client.

We work in a spirit of collaboration, confidentiality, and responsibility, placing service quality and trust at the core of our professional approach. Our goal is to build long-term relationships based on clarity, integrity, and consistent value creation.

Enrique Bern. T.

Founder

I am the head of this company, guided by a vision rooted in rigor, responsibility, and a deep understanding of both human and financial dynamics.

I hold a diploma from the University of Lausanne, a Federal Diploma as an Expert in Finance, a Master’s degree in Business Administration (MBA), and a Bachelor’s degree in Social Psychology. This academic and professional background allows me to lead the company with a comprehensive perspective, combining strategic thinking, financial expertise, and strong interpersonal awareness.

I firmly believe that sustainable organizations are built on informed decision-making, ethical governance, and genuine attention to the people behind the numbers. Transparency, trust, and long-term value creation are central principles in my leadership approach, benefiting both our clients and our teams.

In my role as executive leader, I strive to balance economic performance with human values, guiding the company with clarity, discipline, and respect.

tito 1.png
Taly_edited.jpg

Taly Morel

Associate Partner

Taly Morel is an Associate Partner with a strong background in accounting, financial analysis, and advisory services. She supports clients across a wide range of engagements, including financial reporting, internal controls, and strategic financial planning.

With a structured and analytical approach, Taly works closely with management teams to provide clear insights, ensure compliance, and support sound decision-making. She is particularly involved in assignments requiring precision, organization, and a thorough understanding of financial processes.

Theresa Metz 

Senior Consultant

Theresa Metz is a Senior Consultant specializing in accounting, financial analysis, and advisory services. She supports clients in financial reporting, budgeting, and performance analysis, with a strong focus on accuracy, compliance, and operational efficiency.

Her work involves close collaboration with management teams to translate financial data into clear insights and practical recommendations. Theresa is particularly involved in projects related to process optimization, financial planning, and internal reporting.

generated-image (5).png

Let's Connect

We welcome professional inquiries and client consultations in a confidential and discreet setting.
All meetings are held by appointment only, in order to ensure availability, privacy, and dedicated attention to each client.

Location

Based in Switzerland
Serving clients nationally and internationally

Email

Phone

Available upon request

Consultations are conducted strictly by prior appointment.

Contact Us

Thanks for submitting!

© 2023 by HELVETIC&LB

bottom of page