Ongoing counselling
Ongoing counselling: ordinary management and strategic consulting in the same firm
Accounting, tax, employment and planning followed continuously by a single firm, with defined roles and responsibilities.
Who it is for. Businesses that want a stable point of reference at the firm for accounting, tax and day-to-day decisions.
Request an initial meetingComplete the form; the firm will reply proposing an initial meeting to assess the case.
A single point of reference
Ordinary management, compliance and specialist advice coordinated within the same firm.
Figures to decide with
Management control, budgets and economic and financial plans as tools for business decisions.
Scope defined by need
The service is put together according to needs: individual services or targeted consultations can also be requested.
What it is for
To follow compliance continuously and to have up-to-date information for decisions. Illustrative example: an SME wants a single firm of reference for tax deadlines, payroll and the annual budget. The ordinary part includes tax and accounting and employment consulting; the planning part relies on strategic consulting and business intelligence. For situations of financial tension, see business crisis and business continuity.
How we work
Initial mapping
Accounting, tax, employment and strategic check-up; alignment of tools, documents and digital delegations.
Ordinary management
Accounting, VAT, tax returns, financial statements, payroll and relations with public bodies, banks and shareholders.
Planning and growth
Management control, business plan, subsidised finance and, when needed, specialist services.
What it includes
Accounting and tax
Ordinary or simplified, VAT, tax returns and financial statements.
Employment and personnel
Payroll, employment contracts and job classifications.
Management control
Dashboards, budgets and forecasts.
Strategy
Business plan and reorganizations.
Subsidized finance
Calls for funding and incentives.
Specialist services
Business crisis, statutory audit, valuations, extraordinary transactions, ESG.
Optional services
On request: legal domiciliation and PEC management, relations with law firms, notaries and banks, training and regulatory updates.
Document flows
Oversight of digital document flows.
Shareholders and holdings
Assistance to shareholders, holding companies and corporate vehicles.
Support from artificial intelligence
Artificial intelligence tools support classifying documents received in the period, reconciliations, flagging variances and deadlines, and summaries for periodic meetings. The benefit is less time on repetitive tasks and checks applied systematically. Every result is reviewed by the professional, in line with the code of professional ethics.
Frequently asked questions
Can individual services be requested on their own?
Yes: individual services or targeted consultations can also be requested. Any coordination between services is defined according to the company’s needs.
Does the firm also work with companies outside Lombardy or abroad?
Yes: the firm operates throughout Italy and for foreign clients, also in English. The services are digitalised.
Is it possible to take over from another accountant?
The takeover is assessed and the steps, documents and timing are agreed, in compliance with professional obligations and in coordination with the outgoing professional.
Does the firm assist with calls for funding and grants?
Yes: monitoring of calls for funding, preparation of applications, and assistance with reporting and follow-up.
Are management control and business plans included?
Yes: they are services for business planning and for dealings with financial institutions.
Can the company be domiciled at the firm?
On request the firm offers legal domiciliation and management of official communications, also for non-resident shareholders.
Contact the firm
Write to us: we will assess your situation together.
Contact us
Write us a few lines; we reply on working days.