Service 01 · Business
Accounting that
works for you.
Complete, rigorous and up-to-date accounting management. From monthly bookkeeping to annual statements, we meet every deadline so you can focus on your business.
What we include
Accounting and full compliance
Organised Accounting
Classification and bookkeeping of all accounting documents. Balance sheets, income statements and monthly management reports.
Mandatory Returns
IES, DMR, SAF-T and Annual Tax and Accounting Information filing. Strict compliance with all legal deadlines.
Payroll Processing
Preparation of payslips, Social Security returns, and management of holiday pay and allowances.
Treasury Management
Monthly cash flow reports, treasury forecasts, receipts and payments control. Liquidity alerts.
Company Formation
Support in creating Lda., SA or sole trader: articles, commercial registration, company tax number and business start.
Year-End Closing
Exercise closing, preparation of financial statements and information for shareholders approval.
The process
How we work
Onboarding
Initial meeting to understand the company, sector and needs. Organised transfer of all historical information.
Digital setup
Client portal configuration for document submission. Definition of workflow and key contacts.
Monthly bookkeeping
Processing of all monthly documents. Management reports delivered by the 15th of the following month.
Reports & review
Quarterly results review meeting. Proactive alerts on relevant tax or treasury situations.
FAQ
Questions about accounting
Yes. Changing your Chartered Accountant (TOC) is a straightforward process involving notification to the Tax Authority and transfer of the accounting file. We handle the entire transition process.
We recommend making the change at the start of the financial year (January) to simplify the process, but it is possible at any time of year.
The IES (Simplified Business Information) is the mandatory annual return that brings together obligations to the Tax Authority, INE and Bank of Portugal. It must be filed by the last day of the 6th month after the financial year end, normally by 30 June for companies with a calendar year end.
It depends on your turnover. Limited companies (Lda.) and SAs always require organised accounting regardless of size. Sole traders and individual entrepreneurs with turnover below €200,000 may opt for the simplified regime.
Even when not mandatory, organised accounting gives you much better financial control over your business. We analyse the best option together.
Through our digital client portal, available 24/7 on any device. You can upload invoices, statements and documents at any time, from anywhere. For clients who prefer, we also accept paper documents.
Next step
The accounting your business deserves.
Transparent proposal. Response within 24 hours.
Book a meeting