Perfinco is a Lisbon based Accountancy firm, and exclusive BOKS International member for Portugal in Accountancy, Audit, Tax, and Advisory.
We asked Ricardo Pereira to answer our questions some key issues in the accountancy sector.
Offering complete solutions in the areas of tax and accounting advice, consulting, human resources management and outsourcing, Perfinco work with a wide range of both national and international clients.
In your opinion, what is the future for the accounting profession?
The future of the accounting profession in my opinion relies on the quality of the services provided to our clients and the ability to offer solutions tailored to the needs of each one, both assuring the tax compliance related to their activity as well as being capable to give answers that help them managing their businesses. Although accounting is an activity that we can consider conservative, the current technological developments offer several opportunities to develop with our clients a more direct relationship and providing instant feedback about the performance of our company’s clients, such as, using Business Intelligence platforms for example. Improving the connectivity with our clients is my opinion one of the most differential factors in our activity for the coming years
What is your growth strategy?
Our growth strategy is improving our consolidated business volume by at least 5% each year, by increasing the number of clients and developing new service offers
Where do you see your firm 5 years from now?
We see Perfinco in the next 5 years continuing to be a consolidated and important reference in the accounting firms in Portugal, but with a larger dimension
What is your biggest challenge?
Continue to maintain the quality of our services every day
What percentage of your work is international?
Approximately 18% of our business in Portugal is international or related with foreign clients
What business advisory services do you offer?
We offer financial consulting, tax consulting, applications to UE incentives and tax benefits, corporate restructuring and international business planning and quality management consulting
What was your main driver for being part of BOKS International?
We see the partnership with BOKS International as a progression and a recognition of the international profile of Perfinco. From the first contacts with BOKS we felt that this network had clear objectives and the potential to become an important partnership for each individual partner. Perfinco is fully committed to the BOKS International project and believes in its success
Where do you see BOKS International 5 years from now?
We see BOKS International 5 years from now as a network scattered all over the world that foments the exchange of knowledge and business throughout its members, recognized as a brand that inspire trust and credibility
How would you describe your typical client?
Our typical clients are small-medium companies that want to have an accounting and tax consulting partner that truly supports them in achieving their objectives. We work with companies of different sizes and sectors, from the insurance company to the small individual worker, but still pride ourselves in continuing to offer a proximity service, which allows us to become better acquainted with the individual needs of each client and, thereby, to offer a service tailored to their requirements
Tell us about a recent international assignment
Portugal is nowadays a very attractive place for foreign investment. With several fiscal benefits for investment, investigation and technological development, tourism and real estate renovation along with the “non habitual resident” status that can give a 10 year tax exemption from incomes generated outside Portugal and a 20% fixed rate for incomes generated in Portugal is particularly interesting for entrepreneurs, artists and pensioners. Portugal is also a country that is known for the quality of its human resources, high qualifications and good command of different languages, especially English which makes it an excellent choice for relocating or outsourcing. Perfinco have been working with many different international challenges, and is at the present moment, assisting the incorporation of a group of three companies with French and Swiss capital that will work in the business of carsharing and green mobility
How do you target clients who are looking for international services?
Most of our clients come from referrals, including those with international requirements.
Do you specialise in a particular sector or service?
Since the majority of our clients come from referrals we have a slight concentration in the sectors of health and IT. Approximately 40 % of our clients are from these two sectors.
