Flexibility and scale
You raise or lower the level of service as the business requires, with no hiring or dismissal processes.
Finance outsourcing
The finance person you need, for as long as you need them
There are times when you're short of a finance person and a permanent position isn't justified. With finance outsourcing, our team takes on the finance work you define, with the hours it calls for and for as long as the project lasts.
Who it is forFor companies and accounting firms that need finance work done without opening a permanent position
What is included6 areas of work
How it startsA free first meeting
Work that moves over to our side
Payroll, bank reconciliations, support with calculating taxes, financial planning, profitability analysis and support with preparing the financial statements
Specialist skills
You have a team qualified in accounting and finance without the burden of having one full time.
Lower costs
You avoid the fixed costs of a permanent post, such as salaries, employer contributions and training.
Strategic focus
Your in-house team concentrates on the priorities of the business.
Compliance and less risk
The work is done by people who know the accounting and tax rules, which reduces the risk of error.
Up-to-date tools
We use the finance software we work with every day, with no learning curve for your team.
There are times when you're short of a finance person and a permanent position isn't justified.
With finance outsourcing, our team takes on the finance work you define, with the hours it calls for and for as long as the project lasts.
Book a meeting →MonTueWedThuFri
Every day
Some days
By project
Four ways to pay, you choose
Every company has different needs. The payment model changes too.
← One-off workOngoing collaboration →
Hourly rate
For specialist advisory work or one-off jobs. You pay for the time our specialists put in.
- Hourly rate For specialist advisory work or one-off jobs. You pay for the time our specialists put in.
- Fixed fee per project For projects with a defined scope. You know the total amount from start to finish.
- Hybrid model A combination of two models, for example an initial fixed fee followed by a monthly maintenance fee.
- Monthly retainer For ongoing collaboration, with service levels to match what you need each month.
Frequently asked questions (FAQ)
The ones that come up when you're short of people and the hiring isn't moving.
How is this different from hiring someone?
You don't open a position, you don't carry the fixed costs of a post and you're not left without an answer when the person is on holiday or leaves. The work is done by our team, under our direction, with the hours it calls for and for as long as you need.
Does this replace my accounting?
No. Your accounting stays with whoever handles it now. Finance outsourcing strengthens the work done inside the company: cash flow, payments and receipts, reconciliations, reports for management.
What work can I hand over to you?
Payroll, bank reconciliations, support with calculating taxes, financial planning, profitability analysis and support with preparing the financial statements. In our first conversation we look at what makes sense to move out and what should stay with you.
Does the person work at my premises?
As a rule they work remotely, with access to the systems you define. If the work requires someone on site, we agree that before starting.
How long do I have to commit for?
For the length of the project. There are monthly retainers for ongoing work and fixed fees with a set end date for one-off work, such as covering an absence or a year-end close.
Can I raise and lower the level of service?
You can, with notice. That is the advantage over hiring: if the work grows in one quarter and slows in the next, the service follows.
What about the confidentiality of my numbers?
The team is bound by confidentiality and only accesses what is needed for the agreed work. Access is defined with you at the start and removed at the end.
We also handle these
01Financial accountingPortuguese accounts up to date and explained in English: bookkeeping, tax filings, payroll and year-end accounts, with online access to your documents
02Financial and tax advisoryFor companies from abroad with a decision to make in Portugal: buying, hiring, restructuring or selling
03Grants and incentives for companiesFor companies that invest, hire or innovate in Portugal: we identify the grant, prepare the application and manage it to the end
Tell us what you're missing
Explain what you need and the budget you have. We'll propose the model that fits.