Accounting that closes correctly and explains what the numbers mean.
A balance sheet delivered with no one to explain it does not help the owner decide.
Other areas of this practiceBase
What we do
What is included in Accounting
Bookkeeping and financial statements
Balance Sheet, DRE (income statement), DFC (cash flow statement) and DMPL (statement of changes in equity), closed on an agreed date.
Advisory accounting
Monthly meeting with a walkthrough of the numbers and a recommendation, plus delivery of the report.
IFRS and CPC accounting standards
Financial statements under international (IFRS) and Brazilian (CPC) standards, with consolidation of corporate groups that have more than one CNPJ.
Accounting preparation
Financial statements organized for due diligence and fundraising.
How it works
How the work happens
- 01
Discovery
Current accounting situation, open items and history.
- 02
Migration or setup
Without interrupting ongoing obligations.
- 03
Closing routine
Agreed deadline, checklist and a named owner.
- 04
Monthly review meeting
What the numbers say about the operation.
- 05
Annual review
Adjustment of the chart of accounts, accounting policies and readiness for the next cycle.
Who it is for
Who this area is right for
Getting started
A first structured accounting setup, to move off spreadsheets and close the month on an agreed date.
Growing
Consolidation of more than one CNPJ, a management report alongside the mandatory one.
Large companies
IFRS and corporate groups.
In the ecosystem
What connects to this area
Financial BPO
What the BPO reconciles during the month is the raw material for the accounting close. With both routines together, there is less checking left at month-end.
Tax Compliance
The month's bookkeeping feeds the tax calculation. When the close is done on time, the calculation does not wait on accounting.
Technology
Portals and search tools that Veltis itself is developing will support the accounting routine, reducing side spreadsheets and duplicate manual data entry.
Frequently asked questions
Questions from anyone evaluating
How long does it take to move my accounting to Veltis?
The switch is carried out within 30 days, without interrupting ongoing obligations. We start by reviewing the current situation, which shows the open items and the state of the bookkeeping.
Do you deliver a management report in addition to the mandatory one?
Yes. Advisory accounting includes a management income statement, indicators and a monthly review of the numbers, in addition to the mandatory financial statements. The scope is agreed before we start.
Do you serve companies with more than one CNPJ or a holding company?
Yes, with group consolidation and elimination of intercompany transactions.
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