Poznań
Alicja Kupczak
Director
Close the financial year without tying up your team. We will prepare your annual financial statements, convert them into the required Polish electronic format (e-FS) and, if you wish, coordinate the approval process and filing with the National Court Register (KRS). One partner, predictable timelines and a fixed price.
✓ fixed price agreed upfront
✓ delivery in as little as 5 business days
✓ all formalities handled by one provider
Annual financial reporting does not have to be a burden on your team
Preparing annual financial statements is a once-a-year task, but every year it coincides with the same peak workload: closing the books, calculating taxes, undergoing an audit and meeting statutory deadlines. Accounting teams must handle work they do not perform on a daily basis, while management is responsible for a document subject to formal requirements set out in various sources, including statutes, regulations and Polish National Accounting Standards.
Our package takes this entire burden off your team. You provide the data – we take care of the rest.
Financial statements prepared by an experienced team of specialists in accordance with the Polish Accounting Act.
Your accountants can focus on day-to-day operations rather than a seasonal project.
We bridge the knowledge gap, particularly for foreign-owned companies unfamiliar with Polish requirements (e-SF, KRS and statutory simplifications).
We use our own conversion solution to produce the required XML file, so you do not need to purchase software for a one-off task.
From data analysis and preparation of the statements to XML conversion, approval and filing with the KRS. One provider, one schedule, one point of accountability.
A fixed package price and delivery deadlines agreed before work begins.
Our package is designed for companies keeping accounting records in Poland, whether those records are maintained by an in-house accounting team or an external accounting provider:
We will prepare your financial statements and e-FS file using your trial balance. Fixed price.
Choose the scope that matches what you already have ready:
| e-FS conversion | Financial statements + e-FS | Full-service package (incl. KRS filing) | Year-end closing support |
Best suited to | You have completed financial statements and only need the XML file | You have a reconciled trial balance and need financial statements | You want to outsource the entire process, from source data to KRS filing | You need support before the accounting books are closed |
Deliverables | XML file + human-readable version | Financial statements + XML + human-readable version | Financial statements + XML + formal approval + KRS filing | Reconciled balances, a list of adjustments and, optionally, financial statements |
Delivery time* | within 5 business days** | within 14 business days** | within 21 business days + KRS filing support** | according to an individually agreed timetable |
Price (PLN, excl. VAT) | from 1,500 | from 4,000 | from 5,000 (+ legal services module) | quoted individually |
* Delivery times are calculated from receipt of a complete set of data and do not replace statutory deadlines. The final price depends on the entity’s size and the scope of the financial statements (including, for example, the cash flow statement, statement of changes in equity and an extended income tax note).
** Timelines refer to the first draft delivered to the client, excluding any subsequent revisions.
The table below sets out the exact scope of work for each option. Items marked “optional” can be added to your chosen package by individual agreement, without changing the service option.
Scope of service | e-FS conversion | Financial statements + e-FS | Full-service package (incl. KRS filing) | Year-end closing support |
Review and analysis of balances and accounting data required for year-end closing | – | – | – | ✓ |
Identification of accounting adjustments based on the review | – | – | – | ✓ |
Reconciliation of key balances with subsidiary ledgers and supporting documentation | – | – | – | ✓ |
Deferred tax calculation | – | – | – | optional |
Mapping accounts to the balance sheet and income statement | – | ✓ | ✓ | ✓ |
Preparation of the balance sheet and income statement | – | ✓ | ✓ | ✓ |
Preparation of a cash flow statement and statement of changes in equity | – | optional | optional | optional |
Preparation of notes and explanatory disclosures | – | ✓ | ✓ | ✓ |
Short-form income tax note (XML) based on the annual CIT calculation / notes to the financial statements | ✓ | ✓ | ✓ | ✓ |
Extended income tax note | optional | optional | optional | optional |
Conversion of financial statements from Excel/Word into e-FS (XML), including validation and a human-readable version | ✓ | ✓ | ✓ | ✓ |
Support in preparing the Management Board’s Report on the Company’s Activities | – | optional | optional | optional |
Support with signing the financial statements (electronic signatures) | – | – | optional | optional |
Formal approval of the financial statements, including the relevant documentation | – | – | ✓ | optional |
Draft resolution on the use of statutory simplifications | – | – | optional | optional |
Filing the documents with the Polish National Court Register (KRS) | – | – | ✓ | optional |
Confirmation of filing | – | – | ✓ | optional |
✓ – included in the standard scope of the service option
optional – available by individual agreement
– – not included in the service option
We confirm the service option, deadlines and full list of required data (typically: a trial balance, an editable copy of the previous year’s financial statements, a fixed asset movement schedule and selected detailed accounting reports).
We check that the data is complete within 1–2 business days and promptly flag anything missing.
The balance sheet, income statement, notes and disclosures; the year-end closing support optional also includes a data review, balance reconciliations and proposed adjustments.
We accommodate two rounds of comments, and every stage is subject to an internal review by an experienced supervisor or manager.
We convert the content agreed with you into the required XML structure and perform technical checks. You receive a file ready for electronic signature, together with a clear, human-readable version.
Our legal team prepares the approval documentation, supports the signing process and files the complete set of documents with the National Court Register, providing confirmation of submission.
We use our own tools to check data completeness, verify account mapping, prepare initial drafts of notes and automatically compare figures in the source data against the XML file. This helps us work faster and more cost-effectively. Every result is still reviewed by an experienced specialist, and professional judgement and quality control always remain in human hands.
Every engagement is delivered by a dedicated team led by a manager who owns the service and has full authority and responsibility for its outcome:
Financial statements are one part of a broader process. As part of the same engagement, we can also provide:
Complete the short form. Within 48 hours, we will acknowledge your enquiry, assign a contact person and provide a quote with a proposed timetable.
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We begin by agreeing on the scope of services and providing a list of the data and documents required to prepare the financial statements. Based on these materials, we prepare a draft, which we then review and agree with you before finalising the financial statements.
Yes. We can tailor the scope of our support to your company’s needs – from preparing financial statements in the required electronic format, through drafting the financial statements, to additional assistance with signing, approval and filing with the National Court Register (KRS).
As a rule, we prepare the financial statements based on the accounting data provided and agreed with you. If we identify any matters requiring clarification or adjustment during the process, we inform your company or its external accounting provider. Any changes to the accounting records must be agreed separately.
We recommend starting preparations as early as possible after the financial year-end. Delivery timelines depend on several factors, including the scope of services, the complexity of the financial statements and the completeness of the data provided. At the outset of our engagement, we confirm the timetable and the expected delivery date for the documents.
The price depends primarily on the scope of work, the size and nature of your company, the type of financial statements required, and the quality and completeness of the source data. Following a brief assessment of your needs, we provide a tailored proposal with a clearly defined scope of services and fee.
Yes. We also provide services in English and can help your company coordinate the signing of financial statements by management board members based abroad. Where needed, the scope of our support can be extended to include assistance from our legal team.
The information required depends on the type of financial statements and the scope of services selected. Once our engagement begins, we provide a structured checklist of the necessary data and documents, helping you efficiently gather the materials needed to get started.
Yes. We can prepare your financial statements based on data provided by your external accounting firm. This approach offers an additional, independent perspective on the accounting data and how it is presented in the financial statements before they are signed.
