Top Strategic Financial Planning Firms in Poland

CGO Finance sp. z o.o.

10% Financial Advising & Planning

80% Accounting

10% Tax Law

CGO Finance sp. z o.o. is a financial advising and planning company specializing in accounting, tax services, and legal support. Reviews highlight their efficient VAT registration, timely accounting, and comprehensive support for business operations in Poland. Clients praise their effective communication, precision, and international orientation, with over 90% expressing satisfaction with their services and expertise.

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Reviews mention Understands the needs of their clients

Clients express a highly positive sentiment regarding CGO Finance sp. z o.o.'s understanding of their needs. One client emphasized the team's proactive engagement during the registration and accounting processes, noting their timely responses and availability for consultations. The client appreciated the firm's ability to combine international perspectives with local expertise, stating that CGO Finance effectively addressed all requirements for establishing a business in Poland. Overall, clients feel confident in the company's capabilities and support.

Accounting Services for Consulting Company

5.0 Mar 25, 2023

CGO Finance did everything that I asked for in a timely manner. VAT registration went smoothly and my accounting records are capably taken care of. CGO Group is covering all of my needs regarding my polish sole proprietorship. They speak fluently English and help a lot with the translation and explanation of Polish administration. They give me also advices and listen to my needs. They know their job very well and they understand the challenges.

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Reviews mention Communicative

Clients express high satisfaction with CGO Finance sp. z o.o.'s communication skills, highlighting their accessibility and responsiveness. One client noted, 'Communication is always smooth-flowing' and praised the team's quick replies to requests. Another emphasized that 'the communication is really outstanding,' with consistent support and dedication. Overall, the sentiment regarding communication is overwhelmingly positive, indicating that CGO Finance effectively meets client needs through timely and clear interactions.

Accounting Services for Consulting Company

5.0 Mar 25, 2023

Communication is always smooth-flowing. We communicate mainly on the phone, e-mail or via MS Teams. They are always easily accessible and available. They reply to any requests quickly, precisely and efficiently.

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Accounting Services for Real Estate Company

5.0 Feb 15, 2023

We have really great communication. The team is really supportive and dedicated. We communicate through phone, e-mails and in person. The communication is really outstanding.

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Reviews mention Exceptional results

Clients have expressed exceptional satisfaction with CGO Finance sp. z o.o., highlighting their prompt and efficient handling of VAT registration and accounting services. One client noted the smooth and organized registration process, praising the team's accessibility and expertise in Polish administration. The firm's ability to combine legal and accounting services streamlined business operations significantly, with clients appreciating their cost-effectiveness and thorough understanding of local and international needs. Overall, the sentiment reflects a high level of trust and confidence in their services.

Accounting Services for Consulting Company

5.0 Mar 25, 2023

CGO Finance did everything that I asked for in a timely manner. VAT registration went smoothly and my accounting records are capably taken care of. CGO Group is covering all of my needs regarding my polish sole proprietorship. The registration process was well organized. Communication is always smooth-flowing. They are always easily accessible and available. They reply to any requests quickly, precisely and efficiently.

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Finance PM

5.0 6 reviews

50% Financial Advising & Planning

50% Business Consulting

Finance PM is a financial advisory company specializing in financial management, due diligence, and CFO-on-demand services. Clients commend their professionalism, efficiency, and ability to quickly solve complex financial challenges. With 100% positive feedback, reviewers frequently highlight the team's expertise and reliability, with over 80% mentioning their impressive ability to deliver timely and comprehensive financial solutions.

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Reviews mention Autonomous

The sentiment regarding Finance PM's autonomy is overwhelmingly positive. Clients have highlighted their ability to independently assess financial functions and implement effective tools without constant oversight. One client noted the team's provision of comprehensive reports and actionable insights, which facilitated strategic planning. Additionally, the seamless communication and transparency throughout the project reinforced the client's trust in Finance PM's capabilities. Overall, clients appreciate their autonomy and reliability, expressing confidence in ongoing support post-project.

Accounting Services for Communications Bureau

5.0 Mar 18, 2021

What was especially useful for us — the Finance PM team provided the reporting and detailed practical recommendations and insights, which are very helpful and easy to implement. I can also note that after the project was completed, guys helped us with the automation we’ve been implementing upon their initiative. We appreciate it a lot. It’s good to know that we can get in touch any time we need something and receive assistance.

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Reviews mention Timely

Clients consistently highlight Finance PM's timely delivery and responsiveness throughout their projects. One client praised the team for providing regular updates and completing the due diligence process on schedule, stating, "we received all the required reports and information... got the result in time." Another client noted that their financial model was ready just two weeks after initial contact, emphasizing Finance PM's efficiency and availability. Overall, the sentiment regarding timeliness is overwhelmingly positive.

Financial Due Diligence Process for Venture Capital Firm

5.0 Dec 24, 2020

Very good. We’ve been receiving regular updates on the project development and of course got the result in time.

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Pitch Deck & Financial Model for Tattoo Startup

5.0 Nov 30, 2020

They were always available and ready to provide the required assistance. It was like 2 weeks from the moment we met till we had the final document ready to be discussed with the investor.

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Reviews mention Accessible

Clients have expressed a highly positive sentiment regarding Finance PM's accessibility. One client highlighted their consistent availability and readiness to assist, stating, "They were always available and ready to provide the required assistance." The promptness of their service was also noted, with a final document prepared within two weeks. Overall, clients appreciate the quick and effective communication that facilitated a smooth workflow.

Pitch Deck & Financial Model for Tattoo Startup

5.0 Nov 30, 2020

They were always available and ready to provide the required assistance. It was like 2 weeks from the moment we met till we had the final document ready to be discussed with the investor.

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Reviews mention Understands the needs of their clients

Clients express a strong sentiment that Finance PM thoroughly understands their needs. One client noted the team's deep comprehension of the due diligence process, which facilitated a smooth experience for both the auditors and the audited startup. They appreciated the practical recommendations provided alongside the final report, highlighting the team's flexibility and promptness in addressing project requirements. Overall, the feedback reflects satisfaction with Finance PM's ability to align with client expectations and deliver effective solutions.

Financial Due Diligence for Private Investment Company

5.0 Feb 22, 2021

The Finance PM team demonstrated a deep understanding of the industry and the due diligence process. Throughout the workflow, guys didn’t draw away from work, either the startup or us. But we regularly communicated with Alexey and got the updates to keep up with the work progress. Usually, startups are quite tense about the due diligence, but this time was different. The Finance PM team made this process smooth both for the audited startup and for us.

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List of the Top Poland Strategic Financial Planners

Reviews mention Understands the needs of their clients

Accounting Services for Consulting Company

Reviews mention Communicative

Accounting Services for Consulting Company

Accounting Services for Real Estate Company

Reviews mention Exceptional results

Accounting Services for Consulting Company

Reviews mention Autonomous

Accounting Services for Communications Bureau

Reviews mention Timely

Financial Due Diligence Process for Venture Capital Firm

Pitch Deck & Financial Model for Tattoo Startup

Reviews mention Accessible

Pitch Deck & Financial Model for Tattoo Startup

Reviews mention Understands the needs of their clients

Financial Due Diligence for Private Investment Company

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List of the Top 2 Poland Strategic Financial Planners