Digital Financial Bookkeeping
We handle the agreed bookkeeping tasks and prepare reports. Together, we agree on the preparatory work your team will carry out and how the data will reach us.
Tax Advisory for Small and Medium-Sized Businesses
EGIDO supports owner-managed small and medium-sized businesses with bookkeeping, tax and business matters. We tailor our services to your management team and internal processes, with clear responsibilities and regular discussions.
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Organising bookkeeping, payroll and annual financial statements
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Working with management and your in-house accounting team
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Discussing figures and preparing for decisions
For Owner-Managed Small and Medium-Sized Businesses
We focus on small and medium-sized businesses and their shareholders. Our clients include companies in e-commerce, real estate and the care sector.
Whether you have your own accounting team or want to outsource tasks, we work with you to identify the support that suits your legal structure, processes and advisory needs.
Services for Your Business
Payroll Services
We prepare the agreed payroll calculations and related filings. Your team provides the required employee information and any changes by the agreed deadlines.
Annual Financial Statements
We prepare your annual financial statements using your accounting records and supporting documents. We resolve outstanding questions with your management team or the employees responsible.
Business Tax Returns
We prepare the required tax returns and submit them within the agreed scope. We coordinate with you on the information needed.
Ongoing Tax Advice
We discuss tax questions with you and take planned changes in your business into account. We agree on the scope and frequency of our advice to suit your needs.
Profit and Cash Flow Planning
We help you plan profits and cash flows. Different scenarios help assess your financing needs and capacity for investment.
When Your Business Requirements Change
An existing accounting department, major investments or preparations for a business handover each call for different support. We agree the scope of any additional advisory services with you separately.
Your In-House Accounting Team Needs Support
Does your team handle bookkeeping but need support with year-end work or tax questions? We agree on which tasks will stay in-house and which EGIDO will take on.
You Are Planning an Investment or Financing
New machinery, additional employees or another location change your capital requirements. We review the financial and tax implications with you and help you prepare for discussions with your bank.
Business Succession Is Taking Shape
We help prepare for a business handover within or outside the family. We consider the tax and financial questions as well as the objectives of the shareholders involved.
How We Organise Our Work Together
We establish who will handle each task, when documents should be available and how we will coordinate. A regular workflow might look like this:
01
Agree on Responsibilities and Deadlines
At the outset, we clarify the scope of our services, the employees involved and your existing software. Together, we agree on handover deadlines, data transfer arrangements and meetings.
02
Provide Documents Digitally
Your team submits the agreed documents and information. If you handle bookkeeping in-house, you provide us with the accounting data we need. Please let us know about new contracts and significant changes early on.
03
Resolve Questions and Complete Tasks
We carry out the agreed tasks and coordinate with the employees responsible to obtain any missing information. This makes it clear who will provide additional details and resolve outstanding questions.
04
Receive Reports and Discuss Your Figures
You receive the agreed reports. In discussions with management, we put the results into context, address current questions and agree on the next topics to work on.
An Example of Monthly Coordination
After the end of the month, your team provides the documents by the agreed deadline. Once the bookkeeping is complete and any questions have been resolved, you receive your reports. We discuss them at the agreed intervals; the scope and timing depend on your engagement.
Frequently Asked Questions About Tax Advisory for SMEs
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We focus on owner-managed businesses and their shareholders. These include companies in the skilled trades, e-commerce, real estate and the care sector. During an initial consultation, we establish whether our services suit your business structure and needs.
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We agree with you on which tasks your employees will continue to handle and where EGIDO will provide support. This includes defining responsibilities, data handovers and how we will coordinate on questions.
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We check this before we start working together. The key factors are the data your software can provide and the interfaces available for exchanging it.
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Depending on our agreement, you may receive a business performance report, a trial balance or summaries of outstanding receivables and payables. We agree any additional profit and cash flow planning with you separately.
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We set the frequency to suit your advisory needs, for example monthly or quarterly. Additional meetings can be arranged for specific projects or urgent questions.
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Business decisions can be linked to personal wealth matters. Within the agreed scope of our advice, we therefore consider both the company's situation and the shareholders' personal objectives.
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We first clarify the desired scope of services, outstanding tasks and a possible takeover date. We then coordinate the data handover and responsibilities with you and your previous tax advisory firm.
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Our fees depend on the agreed scope of services and your company's requirements. We clarify the terms before we start working together. Our proposal clearly distinguishes ongoing tasks from additional advisory projects.
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