TeamPartner · Business support
Ongoing accounting and tax support for your company in Portugal.
We handle your company’s accounting records and support its tax obligations in Portugal. In English or Portuguese, we explain which documents to provide, which payments to prepare and which information needs attention — including when your company has international owners or managers.
- Supporting clients since 2012
- Communication in English and Portuguese
- Support for companies and Portuguese operations of international groups
- Team based in Lisbon
Tell us what you need. We set out the scope and fees in a tailored proposal.
Tell us what you need. We set out the scope and fees in a tailored proposal.
- Supporting clients since 2012
- Communication in English and Portuguese
- Support for companies and Portuguese operations of international groups
- Team based in Lisbon
Support for companies operating in Portugal
Managing a business means knowing what has been completed, what still needs preparing and which information deserves attention. Our support is tailored to your company’s activity and the way your team works.
Your company in Portugal has international owners or managers
You need to understand Portuguese obligations and receive information in a language you work in. We explain in English or Portuguese what you need to prepare and how your support is organised.
You run a business operating in Portugal
You need organised accounts, visibility over tax obligations and a clear understanding of your business results. We help put the information in context and clarify the questions that arise as you manage the company.
You coordinate the finance function
You need a clear working routine with your accounting team. We agree what information to prepare, when to provide it and who is responsible, helping your team track documents, resolve queries and prepare for each period-end close.
You oversee a group’s Portuguese operations
You need local support that also understands headquarters’ requirements. Explore how we connect the work in Portugal with group reporting.
If you are changing accountant, we can discuss the handover and the ongoing support you need.
What our accounting and tax support covers
Our service brings together accounting work, tax support and information for management. Your proposal identifies the planned tasks, their frequency and each party’s responsibilities.
Documents and accounting records
We organise your business documents, accounting records, reconciliations and preparation for the close. We identify missing information and the clarifications needed to complete the work.
Applicable tax obligations
We prepare the information and support the tax returns set out in your proposal. We identify the documents needed, deadlines and payments your company needs to prepare. Tasks and their frequency are agreed before work begins.
Information for management
We prepare accounting and financial information and help you interpret it. We agree the format and frequency so you can follow your results and discuss the matters relevant to running the business.
The proposal distinguishes recurring work, annual tasks and additional requests. This gives you a clear basis for reviewing the support, terms and fees before deciding.
Switching to TeamPartner: how we manage the accountant handover
Changing accountant starts with understanding your company’s position and preparing the information needed. TeamPartner supports the handover through document transfer, reconciliations and coordination of the start of the work.
1. Understand the support you need
We review your company’s activity, accounting position and information needs.
2. Identify the information to transfer
We identify the documents, records and clarifications needed to prepare your ongoing support.
3. Coordinate the handover
We organise the document transfer and applicable reconciliations, with agreed responsibilities and a timetable.
4. Prepare to start working together
We clarify the routines, communication channels and first matters to address with the team.
The timetable depends on your company’s position and the information available. When you contact us, tell us that you already work with an accountant and what you would like to improve.
Information to help you manage your business
Numbers become useful when you understand what they mean for your business. We help connect accounting information with management questions: how results have changed, which documents are missing and which matters need clarification.
We agree the format and frequency of the information as part of your ongoing support. Our interpretation takes account of your business context and the information available.
Questions your accounting information can help answer
These are examples of questions to explore using your company's accounting information:
| Management question | What it helps you understand |
|---|---|
| What explains the result for the period? | How income and expenses relate to each other in the period reviewed. |
| Which obligations need preparation? | Which information and payments need to be prepared. |
| What is needed to complete the records? | Which documents or clarifications are still needed to complete the accounting records. |
Know what to send and who to contact.
Knowing how to provide documents, when to prepare information and who to contact makes it easier to work with your accountant. We agree a routine that fits your company’s activity and the support you need.
The TeamPartner methodology combines digital organisation with contact with the team. Our support resources include:
Control360
A monthly report on outstanding documents and requests for clarification, including information on VAT payable or recoverable for the period where applicable to the engagement.
Deskless Docs
Digital organisation and archiving of accounting documents, providing a structured basis for the work.
Alerts365
Alerts about tax obligations and payments, helping you prepare for the relevant dates in the tax calendar.
TeamAdvisor
A point of contact who follows your business, helps you interpret the information and answers questions within the scope of the service.
ORISLINE: support as the business develops
We particularly value their professionalism, consistency, and their capacity to provide continuous and tailored support aligned with our business growth.The routines, applicable resources and responsibilities are defined in your proposal. Communication is available in English and Portuguese.
Does your company report to headquarters abroad?
For the Portuguese operations of international groups, the Global Accounting Framework connects local accounting with your headquarters’ calendar, formats and reporting, in English.
Questions about accounting and tax support in Portugal
What information is needed to start working with TeamPartner?
We start with your business activity, accounting position and the support you are looking for. If your company is part of a group, also tell us about your headquarters’ information requirements. The team identifies the documents and clarifications needed to prepare the start of the work.
Can we work with you in English?
Yes. You can work with our team in English or Portuguese, and management information or reporting can be prepared in English, in the agreed formats and at the agreed frequency. Official returns and documents follow Portuguese requirements.
Can you work alongside our internal finance team?
Yes. Our local support complements your in-house finance team. We agree the information to prepare, the timetable and each party’s responsibilities. For the Portuguese operations of international groups, this also covers headquarters’ formats and requirements.
Can you work with our ERP or reporting formats?
We assess this case by case. Before preparing the proposal, we review your ERP or accounting software, export formats and reporting requirements, and explain how information will be exchanged. If a specific technical integration is needed, we identify it and assess it separately.
Can you help prepare documentation for audits or information requests?
Yes. We help prepare documentation and provide the necessary technical clarifications within the contracted scope. Your proposal identifies the planned tasks. This support is separate from carrying out an independent audit or certifying accounts.
How are the fees for ongoing support agreed?
Fees are set out in a tailored proposal, taking account of your activity, the complexity of the work and your support needs. The proposal explains the services, their frequency, responsibilities and applicable terms.
Which service should I explore if I am starting a business or working independently?
To prepare the start of a company or business activity, explore Portugal All Aboard. The programme covers initial onboarding; ongoing monthly support is agreed separately. For self-employed professionals and other clients covered by TaxCare 365, explore that service. A company already operating in Portugal can explore our Accounting and Taxation.
Request a proposal for your company's ongoing support.
Tell us what your company does and what you need to improve in accounting or management information.
Accounting and tax proposal
If you already have an accountant, tell us you are considering a change; if you report to headquarters, outline the main requirements.
After reviewing your enquiry, our team contacts you to clarify the support you need. Where appropriate, we arrange a free, no-obligation 30-minute initial meeting.
- Supporting clients since 2012
- Communication in English and Portuguese
- No-obligation request