VISION

Our vision is to create the most trusted professional environment bringing together experts from multiple business disciplines for entrepreneurs operating both in Poland and across international markets.

We aim to build an organisation recognised for the highest standards of expertise, responsibility and professionalism, as well as for its ability to integrate multiple specialisations around a common objective — the security and sustainable growth of businesses.

We are developing a model based on cooperation between independent experts and partner organisations operating according to shared standards of quality, communication and responsibility.

We place particular emphasis on companies operating in an international environment, where matters related to tax residency, withholding tax (WHT), holding structures and cross-border activities require a perspective that extends beyond any single area of expertise.

We believe that the greatest value is created at the intersection of different competencies.

That is why we are building an environment in which taxation, finance, accounting, controlling and business strategy do not operate in isolation, but work together as one integrated system.

In our work, we have repeatedly seen how crises, mistakes and difficult decisions can become the starting point for better structures, more mature organisations and more conscious leadership.

“What stands in the way becomes the way.”

— Marcus Aurelius

It is precisely in such moments that the true value of knowledge, experience, responsibility and creativity becomes most evident.

Our Services

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  • tax and financial oversight
  • optimisation of business processes
  • tax and accounting audits
  • tax reviews (Tax Review)
  • preparation of tax opinions and analyses
  • preparation of applications for individual tax rulings
  • representation before tax authorities and the Polish National Revenue Administration (Krajowa Administracja Skarbowa – KAS)
  • support during tax and customs and tax audits;
  • support in tax proceedings and proceedings before administrative courts
  • development of business, economic and tax strategies
  • implementation of tax procedures and tax compliance frameworks
  • international tax advisory
  • transfer pricing advisory
  • withholding tax (WHT) advisory
  • advisory on the tax residency of individuals and legal entities
  • tax support for restructuring and business succession processes, as well as M&A transactions
  • full-scope accounting services
  • maintenance of accounting books and records
  • maintenance of statutory accounting ledgers
  • maintenance of tax records
  • preparation of financial statements
  • preparation of management reports
  • consolidation of financial statements
  • development of accounting policies
  • financial period-end closing
  • accounting support for corporate groups
  • digitalisation of accounting processes
  • automation of financial and accounting processes
  • implementation of financial reporting systems
  • comprehensive HR and payroll services
  • maintenance of employee records and documentation
  • payroll calculation and processing
  • settlement of civil law contracts
  • settlements with the Polish Social Insurance Institution (ZUS) and the State Fund for Rehabilitation of Disabled Persons (PFRON)
  • administration of Employee Capital Plans (PPK)
  • employment and onboarding support for foreign nationals
  • HR and payroll audits
  • labour law compliance
  • HR administration outsourcing
  • outsourced Chief Financial Officer (CFO)
  • organisation and oversight of the company’s finance function
  • liquidity and cash management
  • budgeting
  • financial forecasting
  • management reporting
  • reporting for investors and business owners
  • support for management boards and supervisory boards
  • preparation of companies for financing
  • preparation of companies for attracting investors
  • operational controlling
  • strategic controlling
  • financial controlling
  • project controlling
  • corporate group controlling
  • development of KPI frameworks
  • management dashboards
  • profitability analysis
  • cost analysis
  • cash flow analysis
  • management reporting
  • Interim CFO
  • Interim Finance Director
  • Interim Chief Accountant
  • temporary management of the finance function
  • temporary management of companies
  • temporary replacement of senior management
  • management of business transformation periods
  • support during ownership transitions
  • management of crisis situations
  • restructuring of the finance function
  • rebuilding financial processes
  • business stabilisation
  • development of recovery and remediation plans
  • business risk management
  • support for business owners and management boards in crisis situations
  • corporate restructuring
  • reorganisation of corporate groups
  • company mergers
  • company demergers
  • corporate transformations
  • sale of businesses
  • sale of organised parts of an enterprise (ZCP)
  • preparation of businesses for sale
  • financial due diligence
  • tax due diligence
  • business due diligence
  • post-transaction integration (Post-Merger Integration, PMI)
  • design of domestic holding structures
  • design of international holding structures
  • reorganisation of ownership structures
  • diversification of business risks
  • establishment and structuring of corporate groups
  • centralisation of finance functions
  • corporate governance within corporate groups
  • design of investment structures
  • family foundations
  • succession planning
  • trusts and foreign fiduciary structures
  • protection of private and corporate assets
  • design of ownership structures
  • safeguarding multi-generational businesses
  • family business governance (Family Governance)
  • planning intergenerational asset transfers
  • diversification of ownership and succession risks
  • organisation of the company’s finance function
  • design of organisational structures
  • development of management models
  • business growth strategies
  • business scaling
  • design of business processes
  • preparation of companies for international expansion
  • strategic advisory for business owners, management boards and investors
  • support for foreign investors
  • establishment of companies in Poland and abroad
  • design of international corporate structures
  • support for international business expansion
  • tax residency advisory
  • withholding tax (WHT) advisory
  • support for cross-border transactions
  • support for corporate groups conducting cross-border operations
  • implementation of AML procedures
  • AML audits
  • development of AML procedures
  • AML training
  • corporate compliance
  • regulatory risk management
  • development of internal procedures
  • compliance audits (Compliance Audit)
  • support for entities subject to AML obligations
  • training for entrepreneurs and business owners
  • training for management boards and executives
  • expert-led workshops
  • business masterminds
  • exclusive expert meetings
  • webinars
  • expert publications
  • industry reports
  • educational materials
  • management competency development programmes
  • access to the knowledge and expertise of UnityHUB Group experts
  • training programmes delivered in cooperation with UnityHUB Leadership Academy
  • service companies
  • IT and High-Tech
  • software houses
  • startups and scale-ups
  • creative industries
  • architecture and design
  • engineering firms
  • industry and manufacturing
  • family foundations
  • holding groups
  • foreign-owned companies
  • entrepreneurs conducting international business activities
  • foreign investors establishing business operations in Poland

WE INVITE YOU TO TALK WITH US

Our expertise covers companies operating in the following sectors:

service companies
IT, High Tech, Deep Tech
creative industries
architecture, design and engineering
industry and manufacturing
construction
family foundations, holding and capital groups
companies with foreign capital
international businesses

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