Accounting records

We keep the books and present the figures in a way that supports the decisions that matter to your business — with a Ministry of Finance accounting certificate and the oversight of a PhD in economics.

Our specialisations

Medical sector

We handle the accounts of doctors, nurses and other medical professionals — private practices, contract work and medical activity. We know the specifics of settlements with the National Health Fund (NFZ) and healthcare providers.

Full books of account

We keep full accounting records for companies and other entities — from the chart of accounts to the annual financial statements.

EU-funded projects

We account for projects financed with EU funds — separate accounting records, eligibility of expenditure, and documentation for payment claims and inspections.

Construction and development

We specialise in accounting for construction and real estate development companies — including long-term contracts (Polish National Accounting Standards No. 3 and No. 8).

Full accounting — scope of services

developing the company chart of accounts,
recording accounting documents in line with the adopted accounting policies,
accounting journals of business transactions,
VAT registers (purchases and sales),
subsidiary ledgers for fixed assets,
subsidiary ledgers for receivables and payables,
trial balances,
returns and files required by law (VAT, SAF-T (JPK), CIT/PIT advances, statistical office reports),
environmental and product fees.

Convenient cooperation: we provide a module of our accounting software for issuing sales invoices and managing inventory; documents can be delivered electronically — we digitise them all, which makes them easy to find. An ideal arrangement for people who travel frequently.

Reports for management

Using specialist software, we prepare periodic reports that help you make sound business decisions:

cost and revenue analyses, financial ratios with commentary,
the break-even point for the whole company and for individual lines of business,
the balance sheet and profit and loss account, plus management reports to your individual specification,
performance summaries by branch, plant or sales representative,
budgeting of revenue, costs and balance sheet items, and reporting on budget execution.

Year-end closing

financial statements: balance sheet, profit and loss account, statement of changes in equity, cash flow statement, notes to the financial statements,
the annual CIT-8 return and statistical office reports,
stocktaking by verification of balances and the settlement of its results,
other annual reports required by law and reports specified by the client.

Simplified accounting

For smaller businesses we offer: the tax revenue and expense ledger (KPiR), lump-sum taxation records, VAT records and settlements, fixed asset and equipment registers, monitoring of deadlines and thresholds for the various forms of taxation, annual tax returns, help in choosing the most advantageous form of taxation, and support with the formalities of starting a business.

Payroll, HR and social insurance

handling employee HR and payroll matters, calculating payroll,
settling domestic and foreign business trips,
ZUS registrations, updates and deregistrations, ZUS returns and payments.

Representation. Acting under a power of attorney, we represent the client before the tax office, ZUS, the statistical office and other institutions. In the event of an inspection, we fully represent the client's interests in dealings with the inspecting authorities.

Let's talk about your organisation

Audit, accounting, advisory or training — write to us and we will come back with a specific proposal.

Request a proposal