Fiduciary

Below are several examples of consulting engagements we have conducted. As always, we are happy to provide full details on how Procuratio Finances could support your organization.

Payroll Management

Sector

Business

Company Size

1 to 30 people

The company experienced frequent payroll errors, payment delays, and lost hours due to corrections with employees. Social security contributions were not properly monitored, leading to a significant risk of financial recovery.

SOLUTION

We deployed suitable software and automated payroll calculations, formalizing a clear process.

RESULTS

Payroll is now processed without errors or delays, legal risk has been eliminated, and team morale has improved.

Sudden loss of internal expertise

Sector

Service SME

Company Size

1 to 2000 people

In August, the administrative manager of a service company undergoing a routine audit left their position overnight, leaving the accounting unattended. The company risked missing its tax deadlines.

SOLUTION

As an urgent measure, we took over the accounting management, reconciled outstanding entries, and implemented a secure outsourced process.

RESULT

Relations with tax authorities remained stable, the company successfully completed its audit, and gained peace of mind through outsourcing.

VAT Return

Sector

Retail

Company Size

1 to 10 people

An SME was manually preparing its VAT returns and accumulating errors, leading to costly penalties and a lack of visibility into its tax situation.

SOLUTION

We reviewed the historical data, corrected the returns, and implemented an automated tracking method integrated into the accounting software.

RESULT

The company recovered cash flow thanks to unclaimed tax credits and now ensures its filings are secure and stress-free.

Business Transfer

Sector

Crafts

Company Size

1 to 10 people

An artisan nearing retirement wished to transfer their business, but their accounts were unclear, and the value of their business was uncertain.

SOLUTION

We conducted an evaluation, prepared the transfer accounts, and facilitated discussions with the buyer and the bank.

RESULT

The transfer was completed with confidence, and the artisan was able to optimize the taxation on their capital gain.

Cash Flow

Sector

Business

Company Size

1 to 50 people

An SME had a full order book but suffered from recurring payment delays and a lack of follow-up, which led to strained cash flow.

SOLUTION

We implemented a simple cash flow forecasting tool, established a budgeting process, and strengthened customer collections management (structured reminders and debtor monitoring).

RESULT

Collection times were significantly reduced, working capital was stabilized, and the company regained financial stability.

Autres cas pratiques