STM Simplicidade nas Contas - Contabilidade Consultiva

Estamos 100% comprometidos com o sucesso dos nossos clientes.

Nosso Serviço

Contabilidade Consultiva

Contabilidade consultiva é uma abordagem estratégica da contabilidade que vai além das tarefas tradicionais de registro e relatórios financeiros. É um serviço especializado em que os contabilistas oferecem orientação e conselhos para ajudar as empresas a tomar decisões financeiras informadas.

Acreditamos que cumprir com as obrigações da contabilidade não é o suficiente para garantir o sucesso do cliente, por isso envolvemo-nos na gestão do cliente, por meio de um atendimento ágil e flexível e reportes mensais para garantir que suas decisões sejam mais efetivas!

As Vantagens

Vantagens de ter uma Contabilidade Consultiva

Visão clara

Visão clara de sua situação financeira em tempo real.

Orientação especializada

Orientação especializada em suas finanças e questões tributárias, evitando erros e maximizando os benefícios fiscais.

Estratégias fiscais

Ajuda no desenvolvimento de estratégias fiscais adequadas, aproveitando ao máximo as oportunidades legais disponíveis para reduzir a carga tributária

Análise e relatórios

Análise e relatórios personalizados, fornecendo insights valiosos sobre o desempenho do negócio e identificando áreas de melhoria.

Decisões estratégica

Apoio na tomada de decisões estratégicas, auxiliando nas decisões importantes relacionadas à expansão, investimentos ou reestruturação empresarial

Benefícios

Benefícios após implementar a Contabilidade Consultiva

1

Consultor perto do seu negócio

Conte com um contabilista consultor dedicado, sempre próximo do seu negócio para oferecer suporte personalizado e contribuir para o crescimento..

2

Tempo e energia

Liberação de tempo e energia para as atividades-chaves do seu negócio: aquelas que produzem os maiores resultados financeiros.

3

Não tenha preocupações

Deixando a contabilidade nas mãos de Contabilistas consultores, terá mais energia e tranquilidade para focar na sua família.

Nossa Oferta

Compromisso total com o sucesso dos clientes

Clientes ajudados a alcançar o sucesso.

Parceiros que crescem connosco.

Pessooas dedicadas a ajudar a sua empresa.

Taxa de satisfaçao dos nossos clientes.

Our Services

Services we offer to our clients

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

A hora de investir no sucesso da sua empresa é agora!

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