Financial Partner

Welcome to

Financial Partner

Accounting and Consulting

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Let us be your financial partner

and stay focused on your business

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We are

Financial Partner

Your Financial Partner

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We are a group of professional managers.

Financial Partner was born from the synergy between two course colleagues, who due to their professional experiences, converged on the desire to create a company that differentiates itself by offering its customers a diversified, complete, and fully adjusted service to the needs of each one.

More than 30 businesses trust us.

We invest in the professionalism of our team, guaranteeing the development of competencies for the requested needs, wuli we want to establish lasting relationships and create empathy with our customers, employees, and partners. We value people and the work environment, thinking about the common well-being of society.

Accounting and Consulting

Financial Partner has more than 20 years of combined experience in supporting business-oriented organizations, promoting their growth, and strengthening the competitive model, through tax, financial and management consultancy. We have Certified Accountants who ensure technical compliance in accordance with all the standards of Portuguese legislation as well as international standards.

Professionalism

We invest in the professionalism of our team, guaranteeing the development of competencies for the requested needs.

Competence

Respecting and complying with applicable codes of ethics, independence, confidentiality, and secrecy.

Social Responsibility

We value people and the work environment, thinking about the common well-being of society.

Financial Partner is your ideal financial partner. Our goal is to help you create value, using your company's financial information as your main asset in decision making process.

Accuracy in Information

We implement strict standards of technical and ethical behaviour, guaranteeing the correct treatment of our customers' economic information.

Customer Orientation

Understand, satisfy and if possible, exceed the business needs and expectations of our customers.

Our Services

''Your Financial Partner''

Consulting

Accounting

Human Resources

Audit

Outsourcing Administrative Services

Insurance

Consulting

Accounting

Our team has extensive experience in the accounting field. We have Certified Accountants who ensure technical compliance in accordance with all the rules of Portuguese law as well as international standards.

Human Resources

In the area of ??administrative management of human resources, we know that the your main focus is your business and essential that dedicate all your employees' available time to generation of molded value. We ensure the management administrative management of its Human Resources.

Audit

Our internal audit work model is effective at different stages:
1 – Identification and survey of current circuits.
2 - Complete analysis.
3 - Presentation of a new circuit.
4 - Implementation of the new circuit.
5 - Training and accompaniment.
What is the importance of internal audits?
Internal audits function as an adapted and effective risk management tool that allows the evaluation of the extent to which the organization already does what it claims to be doing, what are the flaws in policies and procedures, areas to improve and compliance with compliance requirements.
1 - Provide an objective view - The performance of an internal audit by an entity external to the organization allows to obtain an independent and impartial view, bringing value to the organization.
2 - Improve the efficiency of the processes - Internal audits ensure that the internal processes are being operated in accordance with the defined requirements and that they are adequate to the identified risks. The objective is to identify opportunities for improvement that will assist in their efficiency and effectiveness.
3 - Assess risks and protect assets - An internal audit program assists management in identifying and prioritizing risks through systematic risk analysis and assessment.
4 - Evaluate controls - Internal audit is beneficial in that it enhances the control of processes, assessing operational efficiency and effectiveness.
5 - Ensuring compliance with laws and regulations - When conducting an internal audit periodically, management ensures compliance with the regulatory framework. It also provides additional preparation for an eventual external audit, improves customer confidence, and prevents fines.

Outsourcing Administrative Services

Financial Partner's administrative and financial services outsourcing services are customized according to your company's needs. At a gradual and optimized pace, we will transfer the incremental services of your company so that they can be handled by one of our teams.

Insurance

Financial Partner is an Official Insurance Mediator and knows the importance of having a correct follow-up in the management of its policies. We operate in the Life and Non-Life branches and provide the customer with a solution tailored to their profile and needs.