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Accounting for you as
Investment advisor

Discover a new dimension in accounting with Seewara, customised for you as a Investment advisor with mandatory accounting – without do-it-yourself software and without sole dependence on artificial intelligence.

The good news for you

As a freelancer without a business, you are exempt from the obligation to keep double-entry accounts under the Income Tax Act (EStG), regardless of turnover and profit. The principle of so-called simple bookkeeping applies to you.

Seewara is the best choice for you to have your bookkeeping done by professionals. Find out more about your field of activity and industry here.

Basic knowledge
Investment advisor
Occupational groups

What you should know

Simple bookkeeping for businesses and the self-employed

Do you understand your accounting requirements? With Seewara, we offer a simple, transparent solution for businesses and the self-employed who want to keep track of their finances.

Who counts as a commercial enterprise?
Commercial enterprises include all companies that do not fall under the category of freelancers according to §18 EStG. This includes, for example, all commercial activities that are not exempt from the accounting obligation by law. Typical commercial enterprises are, for example, trading companies, craft businesses or limited liability companies (e.g. GmbH) that are either voluntarily or legally entered in the commercial register.

Limits for simple bookkeeping
Certain limits apply to commercial enterprises that are not required to keep accounts:

  • Turnover limit: 800,000 euros
  • Profit limit: 80,000 euros
    If your business does not exceed these limits, you can use the simplified income statement (EÜR) instead of complex double-entry bookkeeping.

Self-employed persons according to Section 18 EStG
Self-employed persons who work in one of the catalogue professions are also affected by special regulations. The catalogue professions include, among others:

  • Artistic activities
  • Scientific activities
  • Teaching and writing activities
  • Educational activities
    These professions are mentioned in the exhaustive list of §18 EStG and are considered to be self-employed regardless of the level of income.

Less bureaucracy, more freedom
Whether you are a tradesperson or self-employed – with our simple accounting solution, you can keep track of everything and save yourself unnecessary bureaucracy. Get in touch with us to customise your bookkeeping to your needs!

What do you actually do as a Investment advisor?

An investment adviser is a professional who helps individuals or businesses manage their investments and financial goals. The main tasks of an investment adviser include:

  1. Analysing the financial situation: the adviser examines the client’s financial situation, including income, expenses, assets and liabilities.
  2. Setting objectives: the adviser helps clients define clear financial goals, such as buying a home, saving for retirement or funding education.
  3. Investment advice: Based on the analysis and the client’s objectives, the advisor recommends suitable investment strategies and products, such as equities, bonds, investment funds, real estate or other financial instruments.
  4. Risk assessment: The advisor assesses the client’s risk tolerance and develops an investment strategy that matches the client’s risk profile.
  5. Market research: They stay informed about market trends, economic developments and new investment products to ensure they can make informed recommendations.
  6. Monitoring investments: They monitor the performance of recommended investments and adjust strategies as needed to ensure financial goals are met.
  7. Education: They educate clients about various investment products, strategies and how financial markets work to help them make informed decisions.
  8. Reporting: They provide regular reports on investment performance and progress towards the client’s financial goals.

Overall, the work of an investment advisor is aimed at helping clients maximise their financial resources and achieve their long-term goals.

Simple. Secure. Monthly subscription.

Easy payment by direct debit. Can be customised monthly.

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Do you have any questions or suggestions?

We are here for you every day from 6 a.m. to 10 p.m. – via WhatsApp or write an e-mail, or feel free to call us.

For better readability, we use the generic masculine.
The personal designations used throughout our range of products and services refer to all genders unless otherwise indicated.
For better readability, we use the generic masculine. The personal designations used throughout our range of products and services refer to all genders unless otherwise indicated.