Accounting and Tax Diagnostic for Growing Companies
Do you know if you're paying too much in taxes? Is your accounting solid? Is there room to grow with fiscal security?
We offer a strategic and comprehensive diagnosis: rigorous technical analysis + scenario simulations + actionable recommendations + clear migration path.
Complete financial impact analysis with ROI projections.
90-day actionable roadmap with clear priorities.
Tax planning scenarios tailored to your business model.
Integration and automation recommendations.
Response within 1 business hour
Segments that gain the most from the advisory diagnostic
Scenarios where our technical deep dive generated fast ROI and stronger governance.
Manufacturing and industrial companies
BRL 420k in credits recovered
Mapping of PIS/COFINS, inventory and cost structures across 21 plants with a 90-day remediation roadmap.
Healthcare, education and regulated services
98% of obligations remediated
Audit of payroll, e-Social, SPED and supporting documentation with a compliance playbook.
Technology, SaaS and B2B services
60 hours/month of rework eliminated
ERP review, integration fixes and recurring revenue metrics aligned with P&L and tax planning.
Quick Self-Assessment
Take 3 minutes to answer 4 questions and understand your maturity level
Advisory Accounting Roadmap in 3 Stages
Days 0-3
Executive kickoff, document checklist, ERP understanding and priority definition.
Days 4-7
Accounting-tax analysis, reconciliations, tax simulations, integration and control evaluation.
Days 8-10
Report presentation, 90-day plan, tax plan and governance recommendations.
What You Receive at the End
Complete Technical Report
Accounting-tax diagnostic with findings, risks and prioritized opportunities.
Tax Plan with Scenarios
Simulations by regime, cash impact and practical recommendations.
90-Day Roadmap
Sequence of actions with responsibilities, dependencies and success indicators.
Map of Integrations and Automations
ERP assessment, integration gaps and gains from proposed automations.
Who is Advisory Accounting essential for?
Companies in Accelerated Growth
Revenue above R$ 4.8M and need to structure data for margin decisions.
Operations with Multiple Units or Tax IDs
Accounting-tax complexity and need for consolidated view for the board.
Groups Evaluating Migration to Real Profit
We want to technically prove if migration generates savings and what ROI is expected.
Companies That Faced Audits or Inspections
Need to restructure controls, documentation and governance to scale securely.
Immediate Benefits
Reduction of Tax Risks
We anticipate audits, identify liabilities and structure regularization plans.
Proven Tax Savings
Quantification of credits, incentives and efficiency by regime.
Managerial Visibility
Indicators by unit, margin by product and consolidated view for the board.
Safe Foundation for Migration
Documentation and prerequisites mapped for future strategic moves.
Recent Results from the Diagnostic
Metallurgical Industry
Revenue R$ 12M/year
Recovery of R$ 420 thousand in PIS/COFINS credits and margin adjustment by product line.
+6% EBITDA in 90 days
Technology Group
Revenue R$ 8M/year
ERP restructuring and tax integrations, eliminating 60h/month of rework.
-R$ 18 thousand/month in operational costs
Logistics Operator
Revenue R$ 20M/year
Migration plan to Real Profit with projected annual savings of R$ 780 thousand.
Estimated payback in 5 months
Ready to gain clarity on your accounting and tax situation?
Talk to our specialists and schedule your strategic diagnostic.