Accounting services for companies
Your accounts up to date. And explained in your language.
We keep and monitor your Portuguese company's accounts, make sure its tax obligations are met and explain what you need to know, in English. So you can hire, invest or distribute profits with current information, even under rules you did not grow up with.
What stays on our side
If you are setting up a company
The accounting and tax side of setting up: the activity code (CAE), share capital and shareholdings, and what each option means for the partners in tax and Social Security, explained before you decide. The legal steps are handled by our partner lawyer.
Accounting services
Receiving and processing documents, filing, bookkeeping entries and reconciliations. We sign the financial statements and answer for their technical accuracy.
Tax services
Working out how Portuguese tax rules apply to your operations, preparing and submitting the returns, and telling the company's management what tax is due.
Financial and tax advisory
Technical opinions on transactions, tax planning and support before the Portuguese Tax Authority, including during inspections, to the extent the law allows a Certified Accountant.
Payroll and staff administration
Payroll processing, attendance, absences, sick leave and holidays. Personal income tax (IRS) withholding, Social Security contributions, the DMR (the monthly pay return sent to the Tax Authority), the pay return sent to Social Security and the Relatório Único (the annual staff report).
Year-end accounts
Support in preparing the management report and the minutes approving the accounts, and submission of the annual accounts filing (IES).
Management accounting
Chart of accounts, allocation criteria, annual budgets, cost analysis and reports with performance and liquidity indicators.
Applications for State grants
Analysis, preparation, submission and follow-up, including payment claims and project closure.
Other specialist work
Support in recovering VAT on bad or doubtful debts (certification is the job of a statutory auditor or an independent Certified Accountant), Intrastat, surveys from INE (Statistics Portugal), reports to Banco de Portugal (COPE) and SME certification from IAPMEI (the public agency for SMEs).
We keep and monitor your Portuguese company's accounts, make sure its tax obligations are met and explain what you need to know, in English.
So you can hire, invest or distribute profits with current information, even under rules you did not grow up with.
Book a meeting →Frequently asked questions (FAQ)
If yours is not here, ask us.
We already have an accountant in Portugal. Is changing a lot of work?
Less than it seems. We explain everything to you step by step and handle the handover ourselves: we talk to your current accountant, ask them for the accounting records, check the opening balances and confirm which returns have been filed. We agree who files what during the transition, so no deadline is forgotten. There is nothing for you to worry about.
What do I have to do each month?
Get the month's documents to us: purchase and expense invoices, bank statements and anything that changed in payroll. You can scan, photograph or forward them by email, from wherever you are. We agree a fixed date with you and tell you when something is missing, instead of you finding out at the end of the year.
How often do I get the numbers, and what do I get?
As often as we agree, usually monthly or quarterly, depending on the size of the company. It is not a trial balance emailed without a word of explanation: it is a reading of the period, with sales, costs, margin, cash flow and the taxes you will have to pay in the coming months, explained in a meeting, in English.
Who signs the financial statements?
A Certified Accountant on our team, registered with the Portuguese Order of Certified Accountants (OCC), who answers for the technical accuracy of your accounts. We tell you from the start who she is and who you talk to day to day.
We already use invoicing software. Do we have to change?
Not necessarily. Whenever possible we work with the software you already use, provided it is certified by the Portuguese Tax Authority, a condition that software brought from another country does not always meet. We only suggest changing when the program is giving you extra work or does not talk to the accounts, and we explain what you gain from the switch before you decide.
Do you handle payroll too?
Yes. Monthly processing, absences, holidays and allowances, personal income tax (IRS) withholding, Social Security contributions, the DMR and the Relatório Único. You tell us what changed in the month (someone joining, someone leaving, sick leave) and you get the payslips and the amounts to pay.
Where are my documents kept? And if I leave one day?
In a cloud archive with controlled access, where you can view and download them whenever you like. The documents belong to your company: if you change accountant one day, they go with you.
How much does accounting for a company cost?
It depends on the work the company generates: volume of documents, number of employees, VAT regime and activity. That is why we do not publish a price list. You describe your situation, we do the sums and you get a written proposal, stating what is included.
We also handle these
Bring us your latest trial balance
We look at it and tell you what stands out, in plain English. No obligation and no cost.