Our services

We help companies and entrepreneurs comply with their legal obligations, optimize processes and make better decisions through accurate and up-to-date financial information.

Services

Accounting

We provide an accurate, modern and management-oriented accounting service.

Through efficient processes and robust control procedures, we ensure reliable, up-to-date and relevant financial information to support the monitoring of business activities.

Tax Services

We support our clients across a wide range of tax matters, ensuring proper compliance with tax obligations while identifying opportunities for tax optimization within the applicable legal framework.

The continuous development of our professionals allows us to keep pace with ongoing legislative changes.

Financial Reporting

We transform accounting data into valuable management information.

Our reports include financial dashboards, performance indicators, graphical analysis, historical comparisons and financial ratios that provide a simple and intuitive overview of business performance.

Financial Consulting

We assist business owners and managers in the analysis of financial and strategic decisions.

We provide specialized advice on investment appraisal, financial performance analysis, financial planning and decision-making support.

Payroll Processing

We ensure the complete management of payroll processing, fully complying with all legal, tax and social security obligations related to human resources.

Management Control

We develop management control solutions tailored to the specific needs of each company.

Through the implementation of performance indicators, budgets and monitoring tools, we help our clients improve efficiency and profitability

We provide our clients with a competent, integrated and high added value service, with a team of accountants and managers with extensive professional experience.

Services provided:
– Financial accounting;
– Cost centre and analytical accounting;
– Asset management;
– Cash management;
– Invoicing;
– Preparation and submission of tax returns;
– Preparation of financial statements;
– Consolidation of accounts.

We provide detailed financial information with a strong focus on the analysis of graphical information and management indicators (KPIs – key performance indicators).

Services provided:
– Analysis and preparation of detailed financial reports and specific reps on the activity of each company; 
– Preparation and analysis of financial indicators and KPI’s;
– Preparation of annual budgets and subsequent revisions;
– Preparation of estimated financial statements.

Our financial advisory services include the following tasks:

– Advice and support financial decisions;

– Support planning and tax optimization for management decisions;

Our salary processing services include the following tasks:

– Maintenance of administrative records, registration and employee registration;

– Monthly payroll for all workers resident in Portugal;

– Submission of associated tax returns;

– Preparation of SEPA files.

– Annual calculation of income and withholding taxes related to IRS.

– ESending holiday leaves files to the work accident insurer (“eur” format).

We help our clients implement internal control and management control mechanisms. We develop solutions tailored to the specific needs of each business, in order to ensure cost control and the implementation of internal control mechanisms to reduce waste.

At Excellentia, we combine technical expertise, technology, accuracy and a close client relationship to help companies and entrepreneurs make more informed decisions and achieve better results.

Contact us

We have at your disposal a team formed by highly qualified and experienced professionals.