Accounting and finance services in Portugal

Outsourcing financial accounting and reporting services is increasingly a global trend.

By outsourcing their financial and administrative processes, companies reduce costs and streamline their structures, improving their financial indicators and economic ratios, in short their overall performance.

On the other hand, managers and entrepreneurs focus their efforts on the growth of their business and on the truly critical aspects of its operationalization.

The Official Accountant will provide an integrated and excellent response that goes far beyond the mere fulfillment of tax obligations.

Our accounting office will ensure a continuous and integrated support service for the management of companies, allowing its decision makers and managers greater security and speed in the decision making process.

At the level of the different normative frameworks, we have accountants with knowledge at the level of POCAL, POCIPSS, SNC, IAS / IFRS and US GAAP.
Accounting performed in our offices

The accounting and financial reporting service may be performed at our facilities.

In this service are comprised, fundamentally:

–    Execution of general or analytical accounting;
–   
Recovery of all types of accounting;
–   
Management follow-up and support;
–   
Periodic analysis and reports to support management;
–   
Completion and delivery of all tax returns; and
–   
Accountability of Accounts Receivable Technicians.

Other services:

–    Analysis and reconciliation of current accounts;
–   
Control of fixed assets by individualized files;
–   
Preparation of reconciliations of current accounts of banks;
–   
Monthly presentation of reason balance sheets;
–   
Work of closing of accounts and tabulation of Results; and
–   
Preparation, analysis and review of financial statements.

Accounting performed in the client’s office

The accounting and financial reporting service may be performed at the customer’s premises.

This service includes, in particular:

–    Displacement of technical and customer support staff to classify and launch computerized accounting documents;
–   
Management consulting and tax support;
–   
Periodic review and analysis of management support;
–   
Completion of mandatory tax returns;
–   
Accountability of Accounts Receivable Technicians.

Others:

–    Analysis and reconciliation of current accounts;
–   
Asset control;
–   
Preparation of reconciliations of current accounts of banks;
–   
Monthly presentation of reason balance sheets;
–   
Work of closing of accounts and tabulation of Results; and
–   
Preparation, analysis and review of financial statements.

Here are some basic price categories:

Inactive package (size “XS”) – paid quarterly: 150€/month to EUR 280€/quarter (+VAT if applicable)

Active packages (size “S” through “XL”) – paid quarterly: 360-900€/quarter (+VAT if applicable)

The minimum payment term is 3 months in advance.

For calculation and presentation of an exact value we use the formula for calculating fees emanated by the Order of Certified Accountants adjusted according to specific situations to avoid subjectivism and even ethical and deontological conflicts with Colleagues that contains 3 variables.

They are:


– volume of business:
– number of employees:
– no documents / year:

In our contracts, we usually provide for a revision and update upwards or downwards as the annual evolution of those three variables.


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