Frequently asked questions about company accounting services
We answer briefly questions about the scope of services, changing accounting firms, the My True Balance platform, tax advice and personal data. If something is missing here, please send us a message.
Cooperation and scope of services
We provide full accounting for limited liability companies, serve partnerships and foundations, including family foundations, and support structures and holdings organizationally as well. Details: Limited company accounting, Partnerships and foundations, Holdings and family foundations.
Yes. We handle payroll and HR for companies, and at year-end we compile outstanding leave together with related charges. More: Payroll and HR.
We use Comarch ERP Optima.
No. We serve companies remotely across Poland. We meet in Poznań and Czapury by appointment.
Changing accounting firms and starting cooperation
With a conversation and getting to know your company: how it operates, what problems it has, what recurs and what happens occasionally. On this basis we set up the procedures and tools for our service. More: How we work.
At the start of cooperation we agree on a procedure: who in the company sends documents and information to the office, when and in what form. Each month you send documents according to this procedure, and we keep the books, show the management board the profit from the books alongside the account balance with an explanation of the difference, and prepare reports for the board.
If you currently work with another accounting firm, we determine which documents and data we take over and from which month we keep the books. More: How we work.
With limited liability companies, partnerships and foundations, including family foundations. We work with companies that want to grow and improve their processes. More: Who we work with.
The My True Balance platform
It is a platform for the firm's clients: conversations with the firm in threads with an email copy, documents and figures from the books in one place, and alongside them modules for specific tasks, for example settling cash in the company or forecasting the account balance for the coming months. The platform modules are part of True Balance accounting services. We implement the platform for a limited number of our accounting clients. The scope of connections is agreed during implementation. Description of the modules: My True Balance platform.
We implement the platform for a limited number of our accounting clients. We provide the firm's services independently of the platform. If we do not yet keep your books, we treat your inquiry as an invitation to talk about our accounting services. You can ask about a demo or implementation of a selected module through the form on the platform page.
We run the demo on sample data. We show the selected module and discuss what it could organize in your company; we set the date after you submit your inquiry. A trial implementation means launching the selected module in your company, within an agreed scope and time. We implement the platform for a limited number of our accounting clients. The rules are described in the Terms for True Balance software presentations and trial implementations.
The platform shows data from the books with the date as of which they are current, as well as documents and information that you provide to it. We implement the platform for a limited number of our accounting clients. The scope of connections is agreed during implementation.
Yes. The platform includes an AI assistant that answers from cited sources. We implement the platform for a limited number of our accounting clients. When we implement the platform, the service package includes a pool of questions to the AI assistant; once it is used, the chat with your accountants continues as usual. Expert reviews are billed according to the service package. Accounting questions can be reviewed by a True Balance expert; tax questions are handled, with your consent, by a tax partner we work with.
Taxes and advice
Tax advice is provided by an external partner we work with. We keep the company's books and settlements, and we pass tax questions on to the partner, with your consent.
Yes. We design, implement and support holdings, structures and family foundations, both organizationally and in accounting. Tax advice is provided by an external partner we work with. More: Holdings and family foundations.
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