Tax advisory services
- tax and financial supervision
- optimization 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 National Revenue Administration
- support during tax and customs and tax audits
- support in tax and administrative court proceedings
- development of business, economic and tax strategies
- implementation of tax procedures and tax compliance
- 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 succession processes and M&A transactions
Accounting and bookkeeping services
- full-service accounting
- maintenance of accounting records
- maintenance of statutory books
- maintenance of tax records
- preparation of financial statements
- preparation of management reports
- consolidation of financial statements
- development of accounting policies
- closing of reporting periods
- accounting services for corporate groups
- digitalization of accounting processes
- automation of financial and accounting processes
- implementation of financial reporting systems
HR and payroll services
- comprehensive HR and payroll services
- maintenance of employee records
- payroll processing
- settlement of civil law contracts
- ZUS and PFRON settlements
- PPK administration
- employment of foreign nationals
- HR and payroll audits
- labour law compliance
- HR administration outsourcing
CFO as a Service
- outsourced Chief Financial Officer (CFO)
- organization and oversight of the company’s finance function
- liquidity management
- budgeting
- financial forecasting
- management reporting
- reporting to investors and owners
- support for management boards and supervisory boards
- preparing companies for financing
- preparing companies for attracting investors
Controlling services
- operational controlling
- strategic controlling
- financial controlling
- project controlling
- corporate group controlling
- KPI development
- management dashboards
- profitability analysis
- cost analysis
- cash flow analysis
- management reporting
Interim Management
- Interim CFO
- Interim Finance Director
- Interim Chief Accountant
- temporary management of the finance function
- interim management of companies
- temporary replacement of management personnel
- management of business transformation periods
- support during ownership changes
Crisis management
- crisis management
- restructuring of the finance function
- rebuilding financial processes
- business stabilization
- development of recovery plans
- business risk management
- support for owners and management boards in crisis situations
Restructuring, reorganization and M&A
- corporate restructuring
- reorganization of corporate groups
- company mergers
- company demergers
- business transformations
- sale of businesses
- sale of organized parts of an enterprise (ZCP)
- preparation of businesses for sale
- financial due diligence
- tax due diligence
- business due diligence
- post-merger integration (PMI)
Holding structures
- design of domestic holding structures
- design of international holding structures
- reorganization of ownership structures
- diversification of business risks
- development of corporate groups
- centralization of finance functions
- corporate group governance
- design of investment structures
Asset protection
- family foundations
- succession planning
- trusts and foreign fiduciary structures
- protection of private and business assets
- design of ownership structures
- safeguarding multigenerational businesses
- business family governance
- planning intergenerational wealth transfers
- diversification of ownership and succession risks
Strategic advisory services
- organization of the company’s finance function
- design of organizational structures
- development of management models
- business growth strategies
- business scaling
- design of business processes
- preparation of companies for expansion
- advisory services for owners, management boards and investors
International structures and foreign investments
- services for foreign investors
- incorporation 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 international transactions
- support for corporate groups with cross-border operations
AML & Compliance
- implementation of AML procedures
- AML audits
- development of AML procedures
- AML training
- corporate compliance
- regulatory risk management
- development of internal procedures
- compliance audits
- support for obliged institutions
Knowledge, training and entrepreneur development
- training for entrepreneurs
- training for management boards
- expert workshops
- business masterminds
- private expert sessions
- educational materials
- webinars
- expert publications
- industry reports
- educational materials
- management competency development programs
- access to the expertise of UnityHUB Group experts
- training delivered in cooperation with UnityHUB Leadership Academy
Industry specializations
- service companies
- IT and High-Tech companies
- software houses
- startups and scale-ups
- creative industries
- architecture and design
- engineering firms
- manufacturing and industrial companies
- family foundations
- holding groups
- foreign-owned companies
- entrepreneurs conducting international business
- foreign investors entering the Polish market