Responsible Partner
Marcin Frank
Partner
Co-founder of Zwyrtek Group. Specialises in M&A transactions, succession, family foundations and advisory for private and family businesses.
Full profileZwyrtek Business Services
Accounting Services.
Ongoing accounting, tax reporting and financial information for companies, sole traders, family foundations and groups. A standalone service or part of an integrated support model.
PKPiR from PLN 300 net per month
Books, tax reporting and management information.
- keeping the revenue and expense ledger or statutory books
- calculating PIT or CIT advance payments
- settling VAT and preparing JPK_VAT (Standard Audit File for Tax)
- handling intra-Community transactions, VAT export and import, where applicable
- fixed asset and intangible asset registers
- depreciation settlements
- year-end closing and annual tax settlements
- access to SaldeoSMART and the option to configure the document workflow according to the agreed cooperation model
- Management and group reporting to an agreed format and timetable.
We also support foreign-owned companies and groups. Extended reporting, accounting policies, charts of accounts and auditor support are priced individually.
Accounting pricing.
Monthly net fees based on document volume. VAT is added under applicable law.
Polish revenue and expense ledger — PKPiR
| Number of documents per month | Monthly net fee |
|---|---|
| 0–10 | PLN 300 |
| 11–25 | PLN 500 |
| 26–50 | PLN 700 |
| 51–75 | PLN 900 |
| 76–100 | PLN 1,100 |
| 101–150 | PLN 1,500 |
| 151–200 | PLN 1,900 |
| 201–250 | PLN 2,300 |
| Each additional document | PLN 8 |
- 0–10
- Monthly net feePLN 300
- 11–25
- Monthly net feePLN 500
- 26–50
- Monthly net feePLN 700
- 51–75
- Monthly net feePLN 900
- 76–100
- Monthly net feePLN 1,100
- 101–150
- Monthly net feePLN 1,500
- 151–200
- Monthly net feePLN 1,900
- 201–250
- Monthly net feePLN 2,300
- Each additional document
- Monthly net feePLN 8
An accounting document includes, in particular, a sales invoice, a purchase invoice, an internal goods-issue or goods-receipt document, and each commenced group of 10 entries on a bank statement, cash report or brokerage-account statement.
Statutory books
| Number of documents per month | Monthly net fee |
|---|---|
| 0–10 | PLN 1,200 |
| 11–25 | PLN 1,500 |
| 26–50 | PLN 1,900 |
| 51–75 | PLN 2,300 |
| 76–100 | PLN 2,800 |
| 101–150 | PLN 3,400 |
| 151–200 | PLN 4,100 |
| 201–250 | PLN 4,800 |
| 251–300 | PLN 5,500 |
| Each additional document | PLN 15 |
- 0–10
- Monthly net feePLN 1,200
- 11–25
- Monthly net feePLN 1,500
- 26–50
- Monthly net feePLN 1,900
- 51–75
- Monthly net feePLN 2,300
- 76–100
- Monthly net feePLN 2,800
- 101–150
- Monthly net feePLN 3,400
- 151–200
- Monthly net feePLN 4,100
- 201–250
- Monthly net feePLN 4,800
- 251–300
- Monthly net feePLN 5,500
- Each additional document
- Monthly net feePLN 15
For capital companies and other entities keeping statutory books. The same tariff applies to active-VAT family foundations.
Family foundations
| Number of documents per month | Non-active-VAT foundation | Active-VAT foundation |
|---|---|---|
| 0–10 | PLN 800 | PLN 1,200 |
| 11–25 | PLN 1,100 | PLN 1,500 |
| 26–50 | PLN 1,400 | PLN 1,900 |
| 51–75 | PLN 1,700 | PLN 2,300 |
| 76–100 | PLN 2,100 | PLN 2,800 |
| 101–150 | PLN 2,600 | PLN 3,400 |
| 151–200 | PLN 3,200 | PLN 4,100 |
| 201–250 | PLN 3,800 | PLN 4,800 |
| 251–300 | PLN 4,400 | PLN 5,500 |
| Each additional document | PLN 12 | PLN 15 |
- 0–10
- Non-active-VAT foundationPLN 800Active-VAT foundationPLN 1,200
- 11–25
- Non-active-VAT foundationPLN 1,100Active-VAT foundationPLN 1,500
- 26–50
- Non-active-VAT foundationPLN 1,400Active-VAT foundationPLN 1,900
- 51–75
- Non-active-VAT foundationPLN 1,700Active-VAT foundationPLN 2,300
- 76–100
- Non-active-VAT foundationPLN 2,100Active-VAT foundationPLN 2,800
- 101–150
- Non-active-VAT foundationPLN 2,600Active-VAT foundationPLN 3,400
- 151–200
- Non-active-VAT foundationPLN 3,200Active-VAT foundationPLN 4,100
- 201–250
- Non-active-VAT foundationPLN 3,800Active-VAT foundationPLN 4,800
- 251–300
- Non-active-VAT foundationPLN 4,400Active-VAT foundationPLN 5,500
- Each additional document
- Non-active-VAT foundationPLN 12Active-VAT foundationPLN 15
The pricing for a foundation not registered for VAT assumes standard holding or asset-management activity. Foundations with an extensive investment portfolio, rental properties, multiple loans, shareholdings in several companies, frequent benefits paid to beneficiaries or cross-border transactions are priced individually.
If the foundation becomes registered as an active VAT payer, the pricing for VAT-registered foundations applies from the month in which the VAT registration becomes effective.
Annual financial statements and CIT-8FR
Preparation of the annual financial statements and the CIT-8FR tax return is charged jointly as one additional annual fee equal to the average monthly basic accounting fee payable for the foundation during the relevant financial year.
This is one combined annual fee, not two separate monthly fees. It excludes audits, asset valuations, tax opinions, corrections for earlier periods and reconstruction of missing documentation. Non-standard work is priced separately.
Basic accounting may include keeping statutory books, ongoing posting of accounting documents, maintaining foundation asset and beneficiary benefit records, ongoing CIT settlements, VAT settlements for VAT-registered foundations, and basic information on deadlines and liabilities. The monthly fee does not cover every possible foundation obligation; the scope is agreed individually.
Company accounting and the tools behind it.
- keeping statutory books in Comarch ERP Optima
- VAT settlements — records, JPK_VAT, corrections, intra-Community transactions, export, import
- CIT settlements — monthly or quarterly advance payments, calculations, annual declarations
- handling settlements with counterparties, employees and public authorities
- fixed asset and intangible asset registers and depreciation
- handling bank accounts, cash reports and set-offs
- preparing the entity for year-end closing and drawing up the financial statements
- ongoing communication with the management board on tax liabilities and deadlines
- the option to combine with HR and payroll support within a single team
- extensions (management reports, accounting policy, chart of accounts, auditor support) priced individually
We work in Comarch ERP Optima. SaldeoSMART supports invoices, OCR, approvals, archiving, payment monitoring and communication. Access, configuration and costs are agreed individually.
Taking over from your current accounting firm.
- 01
Analysis of the current service
We check the legal form, VAT status, number of documents, number of employees and contractors, bank accounts, foreign transactions and reporting obligations. On this basis we prepare the scope of service and an offer.
- 02
Document handover
We agree the schedule for handing over accounting and HR and payroll documents, VAT registers, balances, fixed assets and accounting policy. We indicate the point at which the period is closed at the previous firm.
- 03
Taking over the service
We configure the company in Comarch ERP Optima, import or reconstruct opening data, verify balances and set up the document workflow. We agree contact persons on the client's side and ours.
- 04
SaldeoSMART as part of the cooperation model
SaldeoSMART can be part of the agreed cooperation model. The scope of access, configuration and any costs depend on the individual offer.
- 05
First control month
We treat the first full month of service as a control month — we verify balances, reports, tax deadlines and the quality of the document workflow. After this period we implement any corrections to the process.
Choose your scope. Combine it when you need to.
Standalone accounting, HR and payroll, or one model for finance and HR. Extended advisory and operational support is agreed separately.
Katowice and all of Poland.
Office: ul. Porcelanowa 23, 40-246 Katowice. Local, remote or hybrid support, with communication in Polish and English.
FAQ
Frequently asked questions.
The Polish revenue and expense ledger (PKPiR) starts from PLN 300, statutory books from PLN 1,200, and non-active-VAT family foundations from PLN 800 net per month. Active-VAT foundations use the statutory-books tariff. Additional scope and non-standard transactions are priced individually.
An accounting document includes, in particular, a sales invoice, a purchase invoice, an internal goods-issue or goods-receipt document, and each commenced group of 10 entries on a bank statement, cash report or brokerage-account statement.
Preparation of the annual financial statements and the CIT-8FR tax return is charged jointly as one additional annual fee equal to the average monthly basic accounting fee payable for the foundation during the relevant financial year. This is one combined annual fee, not two separate monthly fees. It excludes audits, asset valuations, tax opinions, corrections for earlier periods and reconstruction of missing documentation. Non-standard work is priced separately.
Yes. We support foreign-owned companies and groups, agreeing reporting formats and deadlines. We communicate in Polish and English. Extended management or group reporting is priced according to the agreed scope.
We review the records, agree the handover timetable, verify balances and configure Comarch ERP Optima and the document workflow. The first full month is a control month.
Invoice workflow, OCR, approvals, archiving and communication with the accounting team. Access, configuration and costs depend on the individually agreed service model.
Partner responsible for this practice
Let's discuss the support your business needs.
Tell us your legal form, document volume or headcount, and the scope you need. We will agree a working model and quotation.
Net prices apply to the basic scope. The final quotation depends on document volume, headcount, transactions, bank accounts, systems, data workflow and reporting. Non-standard work, additional reports, corrections, advisory and external costs may be charged separately.
Related solutions & knowledge.
Service and knowledge links updated:
From diagnosis to ongoing delivery.
- Expert consultation
- A focused assessment of the situation, risk or next step.
- Advisory project
- Analysis, recommendations and a defined outcome.
- Implementation
- Documents, processes, systems and responsibilities.
- Outsourcing / Managed Services
- Ongoing delivery of an agreed process.
- Interim / Fractional
- Additional leadership and specialist capacity when needed.
Whatever the cooperation model, each client has a named partner responsible for coordination, the timetable and communication.