Services
The choice depends on what needs to be carried out, analysed or negotiated and the role the company retains.
In this insight
Find the work suited to your situation
Accounting
Accounting close, tax compliance and payroll administration. Plans with different levels of support.
Financial Management
Payables and receivables, billing and reconciliation. Cash forecasting and controls implementation under separate scopes.
Business Consulting
Projects to examine finances, strategy, pricing, sales management and taxes.
Credit and Capital
Assessment of funding needs, information preparation and support in financing and fundraising negotiations.
M&A and Restructuring
Valuation and transaction preparation, financial reorganisation and special situations.
Before engaging a service
Accounting
- Situation
- Organise the accounting close, tax obligations and payroll administration.
- What to review
- Current routines, plan and level of support.
Financial Management
- Situation
- Manage accounts, reconcile transactions, issue invoices or forecast cash.
- What to review
- Routines to be taken on and the internal team’s role.
Business Consulting
- Situation
- Investigate performance or review prices, taxes, processes or strategy.
- What to review
- Project question, data and decisions under consideration.
Credit and Capital
- Situation
- Prepare financing, working capital funding or fundraising.
- What to review
- Purpose of funds, repayment capacity and preparation.
M&A and Restructuring
- Situation
- Assess an acquisition, sale, reorganisation or business in financial difficulty.
- What to review
- Objective, financial position and stages of work.
How we work
Understand the need
Business context, decision under consideration, available information and work already carried out by the team.
Define scope and proposal
Deliverables, participants, responsibilities, deadlines or frequency and engagement conditions.
Execute and follow up
Agreed routines or stages, calendar, deliverables, outstanding items and decisions requiring the business to participate.
Recurring services, projects and transactions
Recurring services follow agreed schedules and routines. Projects and transactions have their own stages. Each service and each participant’s role must be stated in the proposal.
View details
Financial BPO and Cash Management can be engaged separately. Controls implementation has a specific scope. Complementary services are included only when stated in the proposal.
Who does what
View details
333 and providers
Perform the agreed analyses and activities, with deliverables and responsibilities defined in the proposal.
Your business
Provides documents and information, appoints responsible people and participates in the decisions required for the engagement.
Decisions and authorisations
Remain within the business’s authority limits. Preparing a payment does not transfer its authorisation to the provider.
What to bring to the conversation
Describe the need, decision under consideration, internal team’s activities, available data and deadlines to discuss. This information provides scope context; the proposal sets out the commercial terms.
Frequently asked questions
Do I need to engage all five service lines?
No. Each engagement has its own deliverables and responsibilities, even when services are combined.
Are accounting and financial BPO the same service?
Accounting covers closing and compliance obligations. Financial BPO carries out financial routines. Gestão Integrada combines work from both areas; BPO can also be engaged separately.
Does consulting include executing the plan?
Implementation and monitoring are included when expressly stated in the proposal, with stages and conditions.
How are deliverables followed up?
Recurring services have an agreed calendar and frequency. Projects and transactions have stages, deliverables and decisions identified in the proposal. Follow-up depends on the agreed scope.
How does implementation begin?
The scope considers existing records, systems, processes and responsibilities. Organising controls and configuring routines must be included in the agreed work.
Unsure which service line to choose?
Describe the company’s situation and what needs to change, be carried out or analysed.
Describe my needs