Services

The practice’s services share a common approach: supporting companies with their own internal structure in the areas where they need technical judgement, oversight and practical assistance for their operations, compliance and decision-making. Rather than a collection of isolated tasks, this is an advisory service connected to the company’s tax, accounting, corporate and financial reality.

The work is aimed particularly at companies that already have an internal administrative organisation and are not looking for routine administrative processing, but for sound professional support in matters that are key to their structure, control and development. The practice’s different advisory areas are built on this foundation, each with its own purpose while remaining part of the same overall perspective.

Tax advisory

Tax advisory is one of the practice’s core areas and is delivered as ongoing support designed to provide technical assurance, sound tax judgement and assistance to the company in its decision-making. It is not limited to meeting periodic obligations: it involves closely monitoring the company’s tax position and supporting it in matters that require interpretation, review and a well-founded preventive perspective.

Tax matters are considered in connection with the company’s accounting and corporate reality, allowing decisions with tax implications to be assessed on a stronger basis and integrated more effectively into its operations. The aim is to provide not only compliance, but also order, continuity, judgement and practical support wherever taxation affects company management.

Tax compliance and ongoing monitoring

Monitoring the company’s tax position and overseeing compliance with its periodic tax obligations, with particular attention to matters requiring continuous technical review.

oversight of compliance with periodic tax obligations
ongoing monitoring of the company’s tax position
review of the correct application of criteria concerning VAT, withholding taxes and corporation tax
control of tax matters requiring continuous technical attention
support during the tax close of each financial year

Tax planning and review of tax positions

Preventive analysis of the company’s tax position and review of the tax criteria applicable to its activity, decisions and specific transactions.

ongoing tax planning
review of the tax criteria applicable to the company’s activity
analysis of the tax treatment of specific transactions
technical review of adopted tax positions
preventive assessment of tax consequences before specific decisions are made

Tax analysis of decisions and transactions

Prior assessment of decisions, transactions or circumstances with significant tax implications, based on sound technical judgement and connected to the company’s reality.

tax analysis of corporate transactions
review of the tax impact of significant business decisions
prior tax assessment of transactions with economic or structural implications
support for decisions whose tax implications should be reviewed in advance
integration of tax analysis into transactions connected with the company’s accounting and corporate reality

Queries, issues and tax proceedings

Technical support on tax matters requiring interpretation, review or a well-founded response, together with assistance in incidents or proceedings connected with taxation.

handling recurring tax queries
resolution of specific tax questions
technical review of situations requiring interpretation
support in tax-related incidents
assistance with requests or proceedings from the tax authorities
structuring the company’s tax response in situations requiring a sound technical basis

When it is particularly useful

This area is particularly useful when a company needs certainty and clarity in tax matters, must assess decisions with tax implications, requires external oversight of significant issues, or needs to address its tax position through a more orderly, preventive perspective connected to the rest of its operations.

It is also especially valuable when the company’s structure requires more than routine attention to obligations and the company needs sound ongoing tax support that enables it to act with greater certainty, continuity and judgement.

What it brings to the company

Tax advisory provides technical assurance, clarity in decision-making and a stronger ability to manage the company’s tax affairs with order, foresight and sound judgement. It helps reduce uncertainty, avoid improvised approaches and address tax matters from a stronger, ongoing basis integrated into the company’s reality.

Accounting advisory

Accounting advisory is, alongside tax advisory, one of the practice’s core service lines. It is delivered as ongoing support designed to provide sound judgement, oversight and technical assistance in accounting matters that require a precise perspective well integrated into the company’s operations. It does not involve taking over day-to-day bookkeeping, but supporting companies that already have an in-house accountant or administrative team and need a reliable external point of reference in this area.

Accounting is considered in close connection with taxation and the company’s corporate reality, since correct accounting treatment often underpins the appropriate tax interpretation of specific transactions, a robust year-end close and the quality of the information used for subsequent decisions. The aim is to provide clarity, consistency and technical support wherever accounting is critical to the company’s control, compliance and decision-making.

Accounting monitoring and oversight

Ongoing monitoring of the company’s accounting position and review of matters that require sound judgement, technical consistency and proper integration into its operations.

ongoing monitoring of the company’s accounting position
oversight of accounting policies applied in day-to-day work
review of the accounting consistency of specific items or sensitive areas
technical oversight of accounting matters requiring continued attention
support in reviewing relevant accounting information

Review of accounting policies and treatments

Analysis of the accounting treatment applicable to specific situations, transactions or business decisions that require technical review and a well-founded interpretation.

analysis of the accounting treatment of specific transactions
review of accounting policies applicable to particular situations
technical review of accounting treatments adopted
advance accounting assessment of specific business decisions
review of accounting matters requiring a more precise interpretation

Year-end close and consistency with taxation

Oversight of the year-end accounting close and review of its proper connection with subsequent tax treatment, particularly where the accounting basis determines the correct taxable base.

oversight of the year-end accounting close
review of consistency between the accounting close and subsequent tax treatment
technical support on accounting matters affecting Corporate Income Tax
analysis of accounting matters that determine the correct taxable base
monitoring the relationship between accounting profit and tax treatment

Technical support for the in-house accountant or administrative team

Acting as an external point of reference on matters that require judgement, oversight or technical review within the company’s accounting function.

external support for the in-house accountant on more complex matters
technical oversight of accounting work when required
review of accounting judgements with the company’s administrative team
support in situations requiring a second technical perspective
external reinforcement of the accounting function without replacing the internal structure

Accounting queries and technical review

Support with accounting queries that require interpretation, review or a well-founded response before adopting a policy or closing a specific matter.

handling recurring accounting queries
technical resolution of specific accounting questions
advance review of accounting judgements before closing specific matters
interpretive support on specific accounting topics
support on matters affecting the quality of the close and accounting information

When it is particularly useful

This service is particularly useful when a company already has the internal resources to manage its accounting but needs reliable external oversight on significant matters; when specific transactions or decisions require a more precise accounting assessment; or when greater consistency is needed between its accounting, taxation and corporate reality.

It is also especially valuable when a company needs more than formal bookkeeping and seeks ongoing support that brings sound judgement, continuity and technical assistance to an area essential to its operations.

What it brings to the company

Accounting advisory provides technical clarity, consistency in the policies applied and better integration between the company’s accounting, taxation and corporate structure. It strengthens confidence in this area, provides better support for the internal function and creates a more robust accounting basis for the year-end close, control and decision-making.

Corporate and company law advisory

Corporate and company law advisory supports the company in matters relating to its legal structure and corporate life, through a rigorous, practical approach that is fully integrated into its overall operations. It is not limited to formalising specific actions, but provides order, sound judgement and proper technical coordination in an area fundamental to the company’s structural foundations.

Corporate matters are considered in connection with the company’s tax, accounting and organisational reality, so that specific decisions or transactions are not assessed in isolation but from a more coherent and comprehensive perspective. The aim is to provide robust technical support wherever the company needs certainty and clarity in its corporate actions.

Corporate and structural transactions

Support with transactions that affect the company’s legal and corporate structure and require proper formalisation and coordination with their accounting and tax implications.

incorporation of companies
share capital increases
share capital reductions, where appropriate
dissolution and liquidation of companies
valuation of companies and equity interests
other corporate transactions with structural implications

Routine corporate actions and formal compliance

Ongoing support with actions forming part of the company’s ordinary corporate life that should be properly managed with order and continuity.

legalisation of accounting and corporate books
filing of annual accounts
monitoring routine corporate actions
support with formal obligations relating to corporate matters

Review and technical support on corporate matters

Technical support for decisions, queries or situations requiring a more precise corporate assessment connected with the company’s wider reality.

queries and technical review on corporate and company law matters
review of actions with corporate significance
analysis of the corporate framework for specific decisions or transactions
coordination with the company’s tax and accounting reality

When it is particularly useful

This service is particularly useful when a company needs to keep its corporate affairs properly structured, when it must undertake transactions or decisions of structural significance, or when specific corporate actions should be supported by a technical perspective connected with taxation, accounting and the company’s organisational reality.

It is also especially valuable when formalising actions is not enough and sound judgement, review and proper integration of their effects across the company are required.

What it brings to the company

Corporate and company law advisory provides order, certainty and consistency in an area fundamental to the company’s structure. It allows corporate affairs to be managed with greater clarity, supports specific actions on a stronger technical basis and better integrates their legal, accounting and tax implications.

Business financing support

Business financing support is designed for situations in which a company needs to assess, prepare and properly structure its financing requirements. It does not involve acting as a financial intermediary or offering products, but providing technical judgement, support and an orderly perspective when assessing the need, structuring the process and preparing the information that may be required in each case.

This support is grounded in an understanding of the company’s economic, accounting and tax position, enabling it to approach these decisions with greater clarity, better preparation and a stronger foundation. The aim is not to replace the company’s decision-making capacity or assume a commercial role, but to help it address financing matters with greater order, judgement and confidence.

Analysis of financing requirements

Assessment of the company’s position to identify whether financing is required, the extent of that requirement and the approach that may be most appropriate.

preliminary analysis of financing requirements
assessment of the purpose and scale of the financing required
review of the financial position connected with that requirement
initial definition of the most appropriate approach in each case

Preparation and organisation of the required information

Support in organising and reviewing the information the company needs to manage or present in financing-related processes.

preparation of the required financial information
review of information relevant to the financing proposal
organisation of the accounting and financial information underpinning the process
support in presenting the company’s position consistently

Analysis of financing alternatives

Assessment of different financing alternatives from a technical perspective connected with the company’s specific circumstances.

analysis of financing alternatives according to the identified requirement
assessment of their fit with the company’s structure and circumstances
review of the economic and management implications associated with each option
support in comparing alternatives before making a decision

Support in structuring the financing approach

Technical support in defining how the company approaches a financing requirement, based on a more orderly and well-founded perspective.

support in preparing the financing approach
assistance in defining how the requirement should be presented
review of the consistency of the approach against the company’s financial reality
technical support throughout the preparation process

Technical support during financing processes

Support with matters arising during a financing process that require sound judgement, order and a technical perspective connected with the company’s actual position.

technical support in financing-related processes
assistance in preparing information for third parties involved in the process
support in interpreting and addressing matters raised in that context
support in structuring the company’s position throughout the process

When it is particularly useful

This service is particularly useful when a company needs to define or review a financing requirement, when the financial information underpinning the process should be better organised, or when different alternatives need to be assessed before a decision is made.

It is also especially valuable when financing cannot be considered in isolation but must be connected with the company’s accounting, tax and economic position, and when management needs technical support to approach these processes with greater clarity and better preparation.

What it brings to the company

Business financing support provides a more orderly, technical and practical perspective on processes that are often particularly significant for the company. It helps define the requirement more clearly, prepare the necessary information on a stronger basis, assess alternatives with greater judgement and approach the process from a clearer and more consistent foundation, without replacing the company’s decision or assuming a financial intermediary role.

External financial management and management support

External financial management and management support are designed to assist the company in reading, monitoring and controlling its economic, administrative and financial position. This service is intended to strengthen the company’s management and analytical capacity without the need to build a broader in-house finance structure.

It is not limited to monitoring figures or producing isolated information. It brings an external, technical and practical perspective that helps management better understand the company’s position, follow its progress and make decisions on a clearer and better-founded basis. The aim is to support management wherever greater order, economic insight and assistance with management are needed.

Economic and financial monitoring of the company

Ongoing analysis of the company’s economic and financial position to provide a better understanding of its progress and key figures.

monitoring the company’s economic and financial progress
periodic analysis of information relevant to management
reading and control of key management figures
support in interpreting the company’s financial position

Management support in decision-making

Technical assistance to management in decisions requiring a better understanding of their economic, administrative or financial implications.

support for management in economic and financial decisions
analysis of information useful for decision-making
support in assessing situations that affect management
technical review of decisions from an economic and administrative perspective

Control and organisation of management information

Review and structuring of economic and financial information so that it is more useful, clearer and better connected with management’s actual needs.

organisation of relevant economic and financial information
support in controlling the information used for management
review of the consistency of data useful for management
improving the reading of the company’s internal information

Analysis of variances, progress and points requiring attention

Identification and assessment of matters that should be followed more closely to improve control and anticipate decisions.

analysis of relevant variances
monitoring the progress of particular areas or figures
identification of economic and financial points requiring attention
support in interpreting situations requiring review

External financial management support without full internalisation

A service for companies that need to strengthen this function without adding a full-time in-house role.

external support in financial management functions
ongoing support for management on economic and financial matters
technical reinforcement of the control and analysis function
an external perspective useful for ongoing management

When it is particularly useful

This service is particularly useful when management needs a clearer reading of the company’s economic and financial position, when the monitoring and control of particular figures should be strengthened, or when the company requires technical support for significant decisions without needing to build a broader financial structure.

It is also especially valuable when the company needs more than properly handled accounting or tax information and seeks an external perspective that helps interpret, organise and use that information as a genuine management tool.

What it brings to the company

External financial management and management support provide a clearer, more orderly and useful view of the company’s economic and financial reality. They strengthen management capacity, improve monitoring of the business’s progress and support decisions with a more solid, well-reasoned basis that is better connected with day-to-day management.

Each of these areas responds to different needs, but they all share the same way of working: direct relationships, sound technical judgement and a genuine understanding of the company. The aim is not to provide a standardised service, but to offer robust, well-focused support wherever the company needs greater clarity, better order and stronger support for decision-making.

If any of these areas may fit your company’s circumstances, an initial conversation can help assess the situation and determine the most appropriate type of support.

Request an initial consultation