Our specialisation

We provide com­pre­hens­ive ac­count­ing ser­vices for a wide range of legal forms - from sole pro­pri­et­or­ships and lim­ited com­pan­ies to found­a­tions and energy co­oper­at­ives. Each of these areas has its own legal and tax spe­cif­ics, so in­stead of a one-size-fits-all ap­proach we offer solu­tions tailored to the par­tic­u­lar form of busi­ness.

We spe­cial­ise in hand­ling grant-funded pro­jects and keep­ing com­plete doc­u­ment­a­tion in line with legal re­quire­ments and the spe­cif­ics of the sector - whether a client is ac­count­ing for an EU grant, filing a report with the Na­tional Court Re­gister (KRS) or sub­mit­ting a VAT return.

Everything we do serves our social mission

Fun­dacja Finaks provides all the ser­vices de­scribed on this page as part of its business activity, which funds its social mission. The income from each of them is used to create jobs for people who find it hard to get work - we do not pay out profits to share­hold­ers, simply be­cause we have none.

Sole proprietorships (JDG)

For self-em­ployed en­tre­pren­eurs we keep the Rev­enue and Ex­pense Ledger (KPiR) and handle lump-sum tax (ryczałt) re­cords, so that tax mat­ters do not dis­tract you from run­ning your busi­ness.

  • ✓Keep­ing the KPiR or lump-sum (ryczałt) re­cords
  • ✓VAT, PIT and ZUS social se­cur­ity set­tle­ments
  • ✓Sup­port with re­gis­ter­ing your busi­ness in CEIDG
  • ✓On­go­ing tax advice and dead­line re­mind­ers

Limited companies

For lim­ited li­ab­il­ity com­pan­ies (sp. z o.o.) and joint-stock com­pan­ies we keep full ac­count­ing re­cords in line with the Ac­count­ing Act - from day-to-day book­keep­ing and CIT set­tle­ments to pre­par­ing the year-end fin­an­cial state­ments.

  • ✓Keep­ing ac­count­ing books in line with the Ac­count­ing Act
  • ✓CIT and VAT set­tle­ments and doc­u­ment­a­tion for the tax office
  • ✓Fin­an­cial state­ments and re­port­ing to the KRS
  • ✓Sup­port with com­pany re­gis­tra­tion and changes

Foundations and non-governmental organisations (NGOs)

NGO ac­count­ing re­quires sep­ar­at­ing stat­utory activ­ity from busi­ness activ­ity, ac­count­ing for grants in line with the funder's re­quire­ments and pre­par­ing re­ports for su­per­vis­ory bodies. This is an area where we have par­tic­u­lar ex­per­i­ence - be­cause we run a found­a­tion that op­er­ates on ex­actly the same prin­ciples.

  • ✓Sep­ar­at­ing the costs of stat­utory and busi­ness activ­ity
  • ✓Ac­count­ing for grants, sub­sidies and EU pro­jects
  • ✓Fin­an­cial state­ments and re­ports for su­per­vis­ory bodies
  • ✓Sup­port during in­spec­tions and ex­ternal audits

Energy cooperatives

Com­munity energy is grow­ing faster than tra­di­tional ac­count­ing firms can adapt to it. Real-time ac­count­ing for energy pro­duc­tion and sales, re-in­voicing net­work losses and state aid all re­quire spe­cial­ist know­ledge, which we have been build­ing from the ground up as the sector de­vel­ops in the Pod­laskie region.

  • ✓Ac­count­ing for energy pro­duc­tion and sales, in­clud­ing the spe­cif­ics of prosumers
  • ✓Hand­ling EU grants (e.g. RPOWP, FEnIKS)
  • ✓VAT ad­just­ments re­lated to energy
  • ✓Re­ports to URE and KOWR

Why you can trust us

Whatever the legal form of your busi­ness, every client works with a team that un­der­stands not only the reg­u­la­tions but also the con­text - be it the specifics of energy cooperatives or the re­port­ing re­quire­ments for NGOs. And be­cause we are a found­a­tion, the income from these ser­vices does not go to share­hold­ers; it funds jobs for people who find it hard to get work.

Discover our mission