Bookkeeping and payroll for companies in Poland
We keep statutory ledgers and records for companies, sole traders, foundations and international clients. We tailor the chart of accounts, automate document workflows (Symfonia ERP / KSeF) and deliver timely closings with documentation for financial statements. Each client has a dedicated accountant; our work is backed by extended professional liability insurance. We do not provide tax advisory services.
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Explore our services in detail
As an accounting office we keep your books, payroll and documentation organised — so deadlines and numbers stay clear.
Comprehensive accounting firm services for limited liability companies
We deliver full-scope corporate general ledger bookkeeping for Polish limited liability companies (sp. z o.o.) powered by enterprise Symfonia ERP. We maintain multi-dimensional charts of accounts, corporate tax CIT (both standard 9%/19% and Estonian CIT 0% deferred tax), monthly VAT ledgers, and electronic JPK_V7 filings. We engineer structured annual XML financial statements for the National Court Register (e-KRS) alongside formal shareholder approval resolutions, while shielding executive directors from personal civil liability under Article 299 KSH.
Learn moreComprehensive accounting firm services for joint-stock and European companies
We provide institutional general ledger accounting for Joint-Stock Companies (S.A.) and European Companies (Societas Europaea – S.E.) under Polish GAAP, National Accounting Standards, and IFRS / IAS. We record share capital series, share premium (agio), convertible debt, and hedging instruments. We compile full statutory accounts (including Cash Flow Statements and Statements of Changes in Equity), liaise with independent CPA auditors, and deliver executive management packs for Supervisory Boards and institutional investors in English and German.
Learn moreComprehensive accounting firm services for simple joint-stock companies
We deliver specialized general ledger accounting for Simple Joint-Stock Companies (P.S.A.) — the agile corporate framework for tech startups and venture capital. We manage dynamic share capital (from 1 PLN minimum), account for sweat-equity know-how shares, and book seed/VC funding rounds. We execute mandatory statutory solvency tests prior to shareholder payouts (Article 300[15] KSH), track statutory 8% profit reserves, and deploy powerful innovation incentives including R&D tax relief (up to 200% deduction), 5% IP Box, and Estonian CIT.
Learn moreFull statutory accounting
We keep full ledgers for companies, branches and operating businesses: chart of accounts, posting, registers, SAF-T files and materials for e-financial statements. Dedicated accountant and extended professional indemnity cover.
Learn moreHR and payroll
We provide full-scope HR and payroll outsourcing powered by enterprise Symfonia R2Płatnik software. We maintain structured digital personnel files (e-Teczka Parts A through E) and process monthly payroll for employment contracts, civil mandates, and B2B agreements. We manage electronic ZUS filings (DRA, RCA), monthly PIT-4R tax withholding, annual employee PIT-11 certificates, PPK pension funds, and disability PFRON returns. We handle legal foreign talent onboarding (work declarations, Type A permits) and guarantee bank-grade confidentiality under Polish Labour Law and GDPR.
Learn moreCompany formation
We deliver turnkey company formation services for Polish commercial entities (sp. z o.o., P.S.A., S.A., limited partnerships) and sole traders (JDG) in Poland and across Europe. We advise on optimal shareholding structures and PKD codes, executing rapid incorporation in 24–72 hours via S24 or through notarial deeds via Court PRS. We execute all mandatory post-incorporation filings: Form NIP-8, VAT/VAT-EU registration (VAT-R), Ultimate Beneficial Owner (CRBR) filings, and mBank corporate banking. We also facilitate cross-border incorporations in the United Kingdom (UK Ltd / HMRC), Germany (GmbH / UG), and the Czech Republic (s.r.o.).
Learn moreAccounting for foundations and associations
We specialize in statutory accounting and compliance for non-profit organizations: foundations, associations, and public benefit entities (OPP). We enforce strict accounting separation between unpaid public benefit missions, paid statutory activities, and commercial business operations. We provide dedicated project bookkeeping for public grants, EU subsidies, ministerial funds (NIW), and 1.5% public tax allocations. We compile statutory NGO financial statements (Exhibit No. 6 of the Accounting Act), corporate tax filings CIT-8/O, and annual ministry reports.
Learn moreAccounting for cooperatives and housing communities
We deliver transparent, specialized financial and accounting management for housing communities, residential cooperatives, and property managers. We maintain segregated Capital Renovation Fund ledgers, common operating expense accounts, and individual owner sub-ledger cards. We execute precise periodic utility balancing (water, district heating, waste), generate monthly billing levy notices, and administer arrears collection. We assemble annual financial reports and economic budgets for Owner Assemblies, alongside CIT-8 tax filings (residential GZM exemptions) and DN-1 property tax returns.
Learn moreFamily foundation accounting
We deliver authoritative accounting and tax advisory for Polish Family Foundations established under the Family Foundation Act. We maintain the mandatory Asset Inventory, value contributed property, and monitor permitted holding/investment income streams (Article 5). We navigate the foundation tax framework: capitalizing on 0% CIT during active reinvestment, withholding 15% CIT upon beneficiary distributions, and preventing the 25% penalty CIT. We file CIT-8FR tax returns, administer PIT exemptions for immediate family (Group 0), and compile statutory financial statements for the court registry in Piotrków Trybunalski.
Learn moreRegistered lump-sum tax
We provide modern, rock-solid accounting for the Polish registered lump-sum revenue tax (Ryczałt) for software engineers, IT consultants, physicians, and B2B contractors. We verify PKWiU codes and invoice descriptions to guarantee accurate application of statutory tax rates (12%, 14%, 8.5%, 5.5%, 3%). We manage VAT registers with monthly JPK_V7 filings, monitor cumulative annual ZUS health insurance revenue brackets, and deduct 50% of paid health premiums. Every client receives complimentary cloud invoicing integrated with KSeF and direct access to an assigned senior accountant.
Learn moreRevenue and expense ledger
We maintain the statutory Revenue and Expense Ledger (PKPiR) for sole proprietors, civil law partnerships, and general partnerships in Poland. We manage progressive tax (12% & 32%) and 19% flat-rate income tax, rigorously optimizing allowable tax-deductible expenses (KUP). We administer fixed asset registers, optimizing depreciation and vehicle lease deductions up to the statutory 150,000 PLN threshold. We handle VAT ledgers, JPK_V7 filings, monthly PIT-5/PIT-5L advances, year-end physical inventory adjustments, and annual tax returns PIT-36/PIT-36L.
Learn moreLoans, leasing, and bank accounts
As an official Certified Partner of mBank S.A. and an OSCBR network member, we accelerate commercial bank lending and equipment leasing for our clients. We assemble verified financial packages (interim balance sheets, P&L statements, F-01 forms, ratio diagnostics, and cash flows) for bank underwriters. We facilitate working capital lines, overdraft facilities, investment loans, and vehicle/machinery operational leasing. We provide preferential mBank corporate accounts with zero-fee tax and ZUS wire transfers, plus POS terminals via the Cashless Poland program.
Learn moreReconstruction of accounting records
We deliver specialized forensic accounting for reconstructing delinquent general ledgers and past tax records from previous financial years. We execute an initial diagnostic audit, retrieve missing source documents and bank feeds, and systematically re-post transactions in Symfonia ERP. We compile complete packages of retroactive tax corrections for VAT, JPK_V7, CIT-8, PIT-36L, and ZUS declarations backed by formal legal justifications. We draft overdue statutory XML financial statements for the e-KRS court repository, reconciling balances and protecting boards from fiscal penalties.
Learn moreFinancial analysis
We transform raw transactional accounting data into an executive strategic dashboard for managing profitability, costs, and liquidity. We deploy management accounting with Cost Center (MPK) tracking, analyzing gross margins by product line and computing Break-Even Points. We construct dynamic Cash Flow statements and rolling 4–12 week liquidity forecasts to prevent working capital shortfalls. We deliver monthly executive Management Packs for boards of directors, supervisory boards, and investors in Polish, English, and German.
Learn moreInvestment fund accounting
We provide specialized fund accounting for Alternative Investment Companies (ASI), venture capital partnerships, private equity funds, and closed-end vehicles. We maintain portfolio ledgers under dedicated fund accounting regulations, booking equity investments, debt instruments, convertibles, and SAFE notes. We execute periodic fair value asset measurements, compute Net Asset Value (NAV), and calculate management fees and carried interest / performance fees. We liaise with institutional depositary banks, compile regulatory reports for the KNF (AIFMD), and manage independent statutory CPA audits.
Learn moreOutsourcing for accounting firms
Subcontracted ledgers, payroll and full bookkeeping when your firm needs capacity without changing the client relationship.
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NWAGNER UK — Essex, United Kingdom
Office 9273 321-323 High Road, Chadwell Heath, Essex, United Kingdom, RM6 6AX
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