Professional setup of accounting processes for your business
When you sign an outsourcing accounting agreement with Progress Holding, we begin by preparing the necessary accounting environment to ensure smooth, secure, and efficient cooperation from the very beginning.
The setup process involves configuring accounting systems, establishing communication channels, organizing access to financial information, and preparing all tools required for our accounting team to manage your company’s financial obligations in Poland.
As every company has different requirements, the initial setup requires dedicated work from our specialists. Therefore, a one-time setup fee is charged when starting cooperation.
What is included in the setup process?
Configuration of accounting systems and software
We prepare and configure the accounting tools required to provide efficient accounting services, including:
- setting up access to accounting and financial software;
- configuring company profiles and accounting parameters;
- establishing secure document exchange processes;
- preparing systems required for tax reporting and communication with Polish authorities, including the Tax Office (Urząd Skarbowy) and Social Insurance Institution (ZUS).
Organization of financial documentation
To ensure accurate and timely accounting, we establish procedures for receiving and processing your company’s financial documents, including:
- invoices and purchase documents;
- sales documentation;
- contracts and agreements;
- bank statements;
- financial correspondence and other accounting-related materials.
We make sure that our accounting team has access to all necessary information from the start of cooperation.
Establishing communication procedures
Effective communication is essential for successful outsourced accounting. During the setup process, we define:
- the main contact persons responsible for accounting matters;
- methods and channels for document delivery;
- procedures for approving documents and resolving accounting questions;
- communication routines between your company and our accounting team.
Ensuring data security and confidentiality
Financial information requires the highest level of protection. As part of the setup process, we establish secure procedures for:
- storing and transferring financial documents;
- controlling access to sensitive information;
- protecting company data and maintaining confidentiality.
Understanding your business operations
To provide accounting support that matches your business needs, we familiarize ourselves with key aspects of your company, including:
- your business activities and operational structure;
- payment processes;
- suppliers and customers;
- specific reporting requirements;
- expectations regarding cooperation and communication.
This allows our accountants to become a true extension of your business team.
Why is the setup process necessary?
A properly prepared accounting environment ensures that your company’s accounting is handled efficiently, accurately, and in compliance with Polish regulations from the first day of cooperation.
The setup stage allows us to create clear processes, minimize administrative risks, and provide you with reliable ongoing support.
With Progress Holding, you do not simply outsource bookkeeping—you establish your own Local Finance Department in Poland.
Thanks to over 22 years of experience supporting foreign entrepreneurs, we understand the challenges international businesses face when operating in Poland. We take care of the accounting infrastructure, compliance requirements, and communication with Polish authorities, allowing you to focus on running and growing your business.