Independent Business Analysis
An honest look under the bonnet of your business — where you're strong, where you're exposed, and where there's room to optimise.
A full picture of where your business stands
We go through your accounts, your obligations and your numbers, then set out plainly what we found — what's working, what's at risk, and what could be done better.
Accounts review
A read of your balance sheet and profit & loss to see how the business is actually performing, beyond what the monthly bank balance suggests.
Margins & cost structure
Where your money goes, which costs are growing faster than revenue, and which parts of the business carry the margin.
Cash flow
How cash moves through the business across the year, including payment cycles, seasonality and the points where liquidity gets tight.
Compliance exposure
Outstanding declarations, late filings, IVA and Segurança Social positions — the obligations that turn into penalties if left unattended.
Tax position
Whether your current structure and regime still fit the business as it stands today, and what the alternatives would mean in practice.
Written recommendations
A clear, prioritised list of what to fix first, what to keep an eye on, and what can wait — in plain language, not accounting jargon.
Built for owners who want a straight answer
Established businesses
Trading for a few years and wanting an independent read on performance, risk and structure.
Owners changing accountant
Taking stock of where things actually stand before handing the file over to someone new.
Businesses planning a change
Preparing to grow, restructure, take on financing or sell, and needing the numbers to hold up.
Simple, transparent pricing
- A full review of your accounts and obligations
- A written report with prioritised findings
- A call to walk you through the conclusions
- Support in English, Portuguese, Spanish and French
Your final quote depends on the size of the business, the state of the records, and how far back the review needs to go.
Good to know
Do I have to change accountant to do this?
No. The check-up is a standalone review and you're under no obligation to move your accounting to us afterwards. Many clients use it simply to get an independent second opinion.
What do you need from me to get started?
Your most recent accounts, access to your Portal das Finanças and Segurança Social positions, and a short conversation about how the business runs. We'll tell you exactly what's needed before we begin.
What if the review finds problems?
You'll get a clear account of what we found and what it would take to put right, in order of urgency. What you do with it is entirely your decision — the report is yours either way.
Want to know where you really stand?
Book a free, no-obligation call. We'll explain what the check-up would cover in your case and what you'd get at the end of it.