Financial decisions based on inaccurate or incomplete accounting information can result in misguided strategies, wasted resources and missed opportunities.
The right accounting partner is fundamental to your company's success.
Facts
Everything should be made as simple as possible, but not simpler.
Where we stand out
Experience and Rigor at Your Service
- IntegrityWe act transparently and ethically, always committed to our clients' best interests.
- ExcellenceWe strive for quality in every detail, delivering precise and rigorous solutions.
- RigorWe ensure the precision and reliability that underpin sound business decisions.
Financial health is the basis of your company's sustainability
.01 Management Support
- Know your numbersKnowing your company's financial indicators is essential to ensure growth and sustainability.
- Interpret what they sayTogether, the financial and accounting indicators give us valuable information.
- Make better decisionsWith the reality of numbers, better decisions translate into higher profits/profitability.
Areas of Expertise
- Drafting and preparing financial performance reports (cash flow, profitability indicators, cost and revenue analysis, balance sheet, etc.) tailored to your company
- Periodic monitoring of Key Performance Indicators ( KPIs)
- Support in analyzing and extrapolating the results of accounting indicators (Gross/Net Margin, EBITDA, Solvency, Average Receipt/Payment Period, etc.)
- Control of accounts payable and receivable
- Bank reconciliation
- Financial planning and budgeting
- Forecasting liquidity needs
- Monitoring credits and debts
- Investment planning and financing
- Bank relationship management
- Portugal 2030
- Recovery and Resilience Plan (PRR)
- Start PME
- Social Innovation Fund (SIF)
- Others
- Market Analysis: Market research to identify the target audience, competition, trends and opportunities in the sector.
- Definition of Structure and Objectives: Clarification of the company's mission, vision, values and strategic objectives
- Marketing Plan: Development of marketing strategies, including positioning, product, price, promotion and distribution
- Operational Plan: Description of operational processes, location, technologies, and logistics and production requirements
- Financial Plan: Financial projections, such as budgets, cash flow, break-even point, and income and expenditure forecasts.
- Sales Strategy: Definition of sales channels, pricing policies and strategies for attracting and retaining customers
- SWOT Analysis: Identification of strengths, weaknesses, opportunities and threats that could impact the company.
- Organizational Structure Plan: Definition of team structure, hierarchy, roles and responsibilities
- Risk Assessment: Identification and analysis of possible risks and creation of mitigation strategies
- Implementation timetable: Drawing up a timetable with deadlines for carrying out each stage of the plan.
- Financial Due Diligence: Detailed review of financial statements, analysis of cash flow, income, expenses, debts, and company solvency
- Accounting Due Diligence: Verification of accounting records, integrity of assets and liabilities, and compliance with accounting standards
- Tax Due Diligence: Analysis of tax obligations, review of tax payments, possible tax liabilities, tax benefits, and tax compliance
- Financial Audit: Review of financial statements to ensure that they are correct and comply with applicable accounting and financial standards.
- Tax Audit: Assessment of compliance with tax obligations, verifying the accuracy of tax calculations, tax benefits and exposure to tax risks
- Human Resources Audit: Evaluates HR practices, contracts, compliance with labor laws, benefits, remuneration and personnel management policies
- Accounting Audit: Review of accounting entries, compliance with accounting standards, verification of supporting documentation, review of accounts payable and receivable, control of assets and liabilities, verification of the need for and correction of adjustments such as amortizations, provisions and impairments.
Because people make companies, it's not a cliché!
.02 Accounting and Human Resources
- MandatoryAll economic agents are subject to taxes.
- People: companies' greatest assetWe help you take care of your owns
- Salary incentivesValue your employees with the lowest possible tax impact.
Areas of Expertise
- Analytical and management accounting
- Tax returns
- Tax clearance
- VAT refunds
- Accounting reports
- Payroll
- Mandatory statements (SS, ACT and AT)
- Monthly remuneration statement
- Hiring and terminating employees
- Registration, appointment and resignation of managers
- Tax/labor framework
- Salary components with tax reductions for your company and employees (education vouchers, insurance, transport, etc.)
- Accounting validation and supervision
- Incentive programs (IEFP, IEM, etc.)
- Preparing the application
- Execution of the contract
- M&A support
- Innovation management
- General support in related matters
Not core but fundamental to any business
.03 Consulting and Advisory
- We help you grow your businessTurning to experts guarantees safe decisions and a focus on growth.
- Plan your company's taxesGood tax planning is crucial to maintaining a healthy cash flow.
- Avoid risksTax delinquency can lead to fines and lawsuits. Keeping taxes up to date minimizes these risks and protects the company.
Areas of Expertise
- Tax Strategies: Development of strategies to legally reduce the tax burden
- Corporate structuring: Guidance on the best corporate structure to minimize taxes
- Reorganization and Mergers: Tax planning for mergers, acquisitions and restructuring operations
- Tax Returns: Preparation and review of tax returns and reports
- Tax Audits: Preparing for tax audits and monitoring the process
- Risk Analysis: Identification and mitigation of tax risks that may affect your company
- Contingency Planning: Developing plans to deal with possible tax disputes
- Accounting validation and supervision
- Tax optimization
- Corporate governance
- Optimization of tax benefits
- Support in analyzing and extrapolating the results of accounting indicators (Gross/Net Margin, EBITDA, Solvency, Average Receipt/Payment Period, etc.)
- International Taxation: Advising on tax issues related to international operations and global tax planning
- International Compliance: Ensuring compliance with international tax regulations
Entrepreneurship is turning an idea into reality with the help of a lot of resilience
.04 Other services
- FundamentalThey improve process efficiency, reducing waste and optimizing response times in internal operations.
- AppellantsThey ensure that the company's core activities continue uninterrupted, even during crises or structural changes.
- Any company's backboneAdministrative services are the backbone of a company, ensuring that all operational aspects flow smoothly and efficiently, and that the core business thrives.
Areas of Expertise
- We make the payments directly to your bank so that you can authorize them
- Preparation of all legal documents for registration
- Commercial registers
- Central Register of Beneficial Owners (RCBE)
- Requests for NIF and NIPC with powers of representation
- Tax representation, whenever necessary
- Domiciliation of your company's headquarters in our offices
- Handling of physical correspondence
- Change of registered office
- Change of corporate purpose
- Change of managers
- Transfer of shares
- Others
- 100% cloud certified invoicing software
- Invoice issuing
- Single Report
- Map for insurers
- INTRASAT
- IAPMEI Registration/Renewal (SME Certificates)
- Banco de Portugal Statistics (Financial Positions)
- ICC (Business Climate Survey)
- IAEC (Annual Survey of Construction Companies)
- IQC (Qualitative Business Survey)
- ICCOP (Construction and Public Works Survey)
- INE (Business Services Survey)
- Others
