How we work with your company

Working with an accounting firm starts with getting to know your company: then we set up procedures and tools, and every month we keep the books and prepare a statement of profit and account balance.

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First, we get to know your company

Our cooperation starts with a conversation about how your company operates. We ask about three things.

  • Pain points

    What takes the most time today, and where documents or information get lost. For example, manually retyping receipts, invoices and working hours.

  • What is recurring

    Matters that return every month: invoices, payments, payroll, cash settlements.

  • What is occasional

    Events that happen once in a while: buying a machine, a loan, a new company in the group, changes to contracts with contractors.

Then we set up procedures and tools

On this basis, we determine who gives the office documents and information, when, and in what form. We organize recurring matters in procedures and Google Sheets templates, instead of scattered spreadsheets and emails.

When a spreadsheet is not enough, we build tools without programming (no-code) or with a small amount of code (low-code), and when necessary, we program them to order.

Organizing processes, procedures, Google Sheets templates and tools tailored to the company's needs is also a separate service of the office. We describe it on the Systems and automation page.

What we work in

We use Comarch ERP Optima.

Day to day, we work in Google Drive and Google Sheets. We prefer working in the cloud, but it is not a condition of working with us, and we help set it up. More: working in the cloud.

[TREŚĆ WŁAŚCICIELA: one sentence about protecting the company's documents and data: data processing agreement with the client, who in the office has access to the company's folders, where we store documents]

Every month we keep the books and prepare statements

  • Profit next to account balance

    Every month we show the management board the profit from the books next to the account balance and explain the difference.

  • Statements for the management board

    Separately, we compile the board's unpaid remuneration, outstanding leave, losses from previous years and exchange rate differences (the effects of currency rate changes).

  • Partners in partnerships

    For partners who pay tax on the company's profit themselves, every month we show their share of income and the amount of the tax advance.

  • Contact

    We communicate by email, by phone and in meetings.

Scope of service: Limited company accounting

Conversations with the office and documents in the platform

In the My True Balance platform, you talk with the office in threads with an email copy and send documents without searching for them in your mailbox.

The platform modules are part of True Balance accounting services. We implement the platform for a limited number of our accounting clients.

How we start, also when changing accounting firms

  • Conversation

    We get to know the company, its legal form, the volume of documents and the needs of the management board.

  • Quote

    We prepare the quote after the conversation.

  • Takeover from your current firm

    If you currently work with another firm, we determine which documents and data we take over and from which month we keep the books.

  • Handing over documents

    We determine which documents are needed at the start and in what form we accept them.

  • Start of service

    From the agreed month, we keep the books and provide statements every month.

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Let's talk about cooperation

We start with a conversation about your company and its processes.

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