Excellentia Accounting Services, Lda.

About Excellentia Accounting Services, Lda.

Established in Porto in 2016, Excellentia Accounting Services provides accounting, tax and financial consulting to Portuguese companies and to international clients with interests in Portugal. The firm says it has supported businesses from Brazil, the United States, Spain, France, Germany, the Netherlands, Belgium, the United Kingdom, Russia and the United Arab Emirates, and publishes its website in English and Portuguese. Its team holds university degrees in finance, economics or management, and senior staff review all work. The practice builds automated tools and customised reports with dashboards, indicators and budgets, so that owners receive management information instead of plain compliance output. Services include financial and cost-centre accounting, consolidation, tax return preparation, payroll and salary processing, management control and financial advisory on investment appraisal and planning. It does not list company incorporation, a published fee schedule or a stated team size on its site, and it names a managing partner.

Services

Financial and analytical accounting, asset and cash management, invoicing, consolidation and preparation of financial statements. Preparation and submission of tax returns with advice within the legal framework. Monthly payroll for staff resident in Portugal, related tax filings, payment files and insurer reporting. Management control through budgets, indicators and dashboards, plus financial consulting on investment appraisal, performance analysis and planning. Work is reviewed by senior staff.

• ✕ Company formation: not listed
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✓ Payroll: offered
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed