Our specialisations

Accounting and management
to go further.

Boost your business with tailor-made accounting and management services, driving growth and success.

Nine areas of support. One partner at every stage.

Services 01–09

Management
Advisory

We make accounting a fundamental tool for management support, with monthly advice based on financial reports.

To show the company’s financial situation, we prepare monthly operating accounts, cash flows, profitability indicators and bank reconciliations, among other reports.

We support each client with the advice needed to optimise their functional structures.

Company Formation
Support

RochaConta handles the procedures to legally set up your company safely, quickly and conveniently, from the name request to the start of activity.

Our support runs from creating the company to its day-to-day management and smooth operation.

  • Support with creating and registering companies
  • Registration of taxpayers and beneficiaries with Social Security
  • Preparation of statements and submission of data to Social Security

We also help structure the business and prepare the business plan.

Consulting

Good management requires up-to-date, clear information. We support business owners in reading the data they need to decide with confidence.

Consulting is especially important for micro and small companies, many of them family-run, that need close support in finance and management.

  • Decision-making support
  • Detection of errors and weak points in the organisation
  • Assessment of the cash-flow situation
  • Forecasting of results

Accounting and
Reporting

We process accounting documents and ensure compliance with legal and tax obligations. We use accounting as a tool to support management and the business owner’s decisions.

The work starts with an analysis of the business and the organisation of information and administrative procedures. We classify and process the documentation and keep a personalised archive.

Monthly advice is based on financial reports: operating accounts, margins, costs, results, budgets and variances. This analysis helps to control costs and monitor profitability.

Tax Planning and
Preparation

We handle tax obligations and returns, including VAT, IRS (personal income tax) and IRC (corporate income tax) withholdings, Social Security, Modelo 22 and the Annual Declaration.

We plan the taxes to be paid based on results and monthly processing, aiming for maximum tax efficiency within the legal rules.

Payroll
Processing

We process our clients’ payroll every month, with accuracy in the information and in the related obligations.

  • Computer record and file for each employee
  • Preparation of payslips
  • Remuneration sheets and payment slips
  • Annual employee tax withholding statements

Business
Recovery

When results fall short of expectations, we analyse the causes and identify measures to reverse the trend.

We seek to implement plans to cut costs, improve asset profitability and strengthen working capital and liquidity.

Outsourcing

We help companies improve their processes, increasing efficiency and reducing operating costs.

We work closely with each client so that their team can concentrate on strategy and business growth.

  • Periodic results review meetings
  • Management and analysis of customer, bank and supplier current accounts
  • Issuing and control of invoicing and receipts
  • Bank reconciliation

RochaConta takes over the financial and accounting follow-up, freeing up time for what is central to your company.

Investment
Projects

Before investing, it is essential to analyse the strengths and weaknesses, the risks and the benefits of the project.

We prepare investment projects and feasibility studies across different economic activities, assessing the sustainability, profitability and risk of the business.

We identify the actions needed to achieve profitable growth, in line with the objectives set by the investor.

Useful information

Frequently
asked questions.

Answers to start a more informed conversation.

Contact us
How much do the services cost?

We do not work from a fixed price list for accounting.

Instead, we prefer to tailor the accounting fee to the size of your company, the level of demand and responsibility involved, as well as the administrative workload, the handling of documents and payroll processing.

Other aspects are also assessed, such as invoicing data or other technical requirements that may be requested, as well as financial reporting, analytical accounting, etc.

We aim to be fair and diligent from the very first moment, when we assess and quote precisely what your company needs.

Do you handle the whole process of setting up a company?

We have a network of partners (lawyers, solicitors and notaries) that makes setting up a company quick and effective.

We will support you at every stage of the process.

Namely:

  1. Company Name – Request for the certificate of admissibility so that your company’s name is as you prefer.
  2. Company Formation – A streamlined process in which everything is carried out up to notification of the final registration of the company’s incorporation.
  3. Beneficial Owners – Filing of the Central Register of Beneficial Owners (RCBE) within the legal deadline.
  4. Start of Activity – We make sure your company’s start of activity (tax authority and social security) takes place within the legal deadlines.
What services are included in the monthly fee?

This is one of the most frequent questions about accounting services.

The so-called “accounting services” go far beyond accounting proper.

Many other services may be included in the partnership agreement, according to each client’s needs:

  1. Accounting – All accounting work and accountability.
  2. Taxation – Compliance with all tax filing obligations.
  3. Payroll Processing – Ensuring your employees’ payroll is processed correctly.
  4. Management Support – All the advisory support a business owner needs on an ongoing basis for decisions and for running the company.
  5. Reporting
  6. Recovery of companies in difficulty
When do the services start?

In general there are two distinct moments:

  1. the incorporation of the company
  2. the start-of-activity date with the Portuguese Tax Authority.

You have fifteen days to register the start of activity after the company is created.

This procedure must be carried out by your certified accountant.

Besides determining when your tax filing obligations begin, this date also sets the date from which the provision of accounting services takes effect.

Who are your services for?

Our services are aimed at companies or sole traders (ENI) and self-employed workers (TI) under the organised accounting regime.

We are also available to advise and support taxpayers under the simplified IRS (personal income tax) regime.

The next step starts
with a conversation.

Get in touch