Accounting and Bookkeeping Advisory in Portugal with Certified Software Compliance
Navigating the financial and regulatory landscape in Portugal requires precision, compliance, and local expertise. As a dedicated consulting firm, we provide strategic guidance to both companies and individuals seeking reliable and compliant accounting and bookkeeping solutions.
Although we are not an accounting firm ourselves, our role is to advise clients in selecting the most effective accounting service providers and certified software tools that meet both legal requirements and operational needs.
Our Advisory Focus Includes:
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Accounting Framework Alignment
Guidance on aligning your financial operations with the Portuguese Accounting Standards (SNC) or IFRS, depending on your business structure and reporting obligations. -
Certified Bookkeeping Software Selection
In Portugal, invoicing and bookkeeping must be conducted using certified software approved by the Portuguese Tax Authority (AT). We help clients choose and implement the right digital solutions to ensure full legal compliance. -
Integration of Financial Systems
Consulting on integrating certified accounting software with ERP, CRM, or payroll systems to streamline financial reporting and improve data accuracy. -
Service Provider Evaluation
Advisory support in identifying and evaluating certified accountants and bookkeeping firms with proven experience in your sector. -
VAT, IRS, and Corporate Tax Support
Expert insights into VAT obligations, income tax (IRS), and corporate tax compliance to avoid penalties and optimize tax positioning. -
Financial Record Management Best Practices
Advising on document retention policies, digital archiving, and periodic reconciliation processes in line with Portuguese regulations.