Accounting for holding and asset-owning companies
Maintain reliable records of ownership interests, property, income and related-party transactions. A holding structure needs a documented purpose and a comparison of its actual costs and obligations.
Request a proposalWhat the engagement covers
- Identify the assets, ownership interests, contracts and transactions belonging to each legal entity.
- Record capital movements, loans, distributions and intercompany transactions with supporting documents and reconciliations.
- Assess recurring income and applicable tax scenarios using the actual ownership, use and disposal plans for the assets.
- Legal structuring, succession arrangements, valuations and registrations require their own scope and professionals. A holding does not automatically reduce taxes or protect every asset.
From contact to delivery
1.
Explain the need
Choose the service and a return channel. You can indicate your preferred language; technical-service availability is confirmed before engagement.
2.
Agree the scope
The proposal identifies deliverables, periods, documents, each party’s responsibilities and fees. Studies, implementation and recurring work are distinguished.
3.
Organize the work
After engagement, document channels, individual access and the delivery calendar are agreed. Do not send credentials or sensitive documents in the commercial form.
Scope, fees and responsibilities are agreed before technical work begins. These services concern Brazilian obligations. Requirements in another jurisdiction need professionals qualified there.
Service proposal
What do you need in Brazil?
Tell us which service you need and how to contact you. We will confirm scope, fees and the language available for your engagement.
Related services and resources
Read this page in another language