Accounting services

One partner for Polish accounting – bilingual, D+1 closing, compliance handled.

Case studies

Over 33 years of market presence have taught us that flexibility is more important than routine.

We are not afraid of challenges in any industry because we know that knowledge is only part of success. Commitment, exchange of experience and responsibility – this is a proven mix that has flawlessly led us to success in working with many sectors.

Here are just a few real examples of our cooperation with Clients so you can understand what you can expect from us.

Real Estate
– from empty land to profitable shopping centers

Background

An international capital group became a leader in the Polish market. Using know-how from other markets, it begins investments worth over PLN 100 million in dedicated SPV companies.

Challenge

Different investors require different reporting standards, many different forms of financing and the need to handle the full SPV cycle – from company establishment to property commercialization.

Our Actions

• We provide comprehensive support in preparing SPV to start investment.
• We bring expert accounting knowledge in settling investment expenditures.
• We flexibly adapt procedures and tools to each investor’s requirements.
• We coordinate the course of audits of financial statements and group packages.

Results

We have developed procedures supporting our Client’s maintenance of leadership position in the industry. We are a partner guaranteeing smooth passage through all investment stages, capable of building trust of investors ready to participate in subsequent projects.
Comprehensive support for a group
– branch of a foreign entrepreneur

Background

Branch of a foreign company and member of international structures listed on the Paris stock exchange with turnover of EUR 500 million. After resignation from internal accounting and unsuccessful cooperation with an international outsourcing company, we established cooperation that has been ongoing for over 9 years.

Challenge

The group required the highest quality reporting within demanding deadlines. The branch’s books were kept on local accounting software and a decision was made to migrate to SAP B1.

Our Actions

• We comprehensively supported migration from Symfonia software to SAP B1.
• We ensured monthly closing with full reporting package within D+1 deadline.
• Every year we support the audit of financial statements by statutory auditors.
• We monitor changes in tax regulations and handle preparation of TP documentation.

Results

Smooth operation of the branch without the need for full involvement of the parent company thanks to our comprehensive support and care. Error-free reporting to the group for over 9 years.
International group investing in Poland
– apartments and HoReCa industry

Background

Dynamically developing international capital group operating in the development and HoReCa industry – from building luxury apartments, through their attractive rental, to exclusive catering services. The balance sheet total of ventures in Poland exceeds PLN 160 million.

Challenge

Complex organizational structure required organization and streamlining of financial processes and reporting consolidation. The key challenge was to integrate financial procedures within the entire Group while maintaining flexibility and needs of each SPV company.

Our Actions

• We designed and implemented dedicated document workflow in SaldeoSMART, taking into account several management levels.
• We developed chart of accounts and implemented a dedicated plugin increasing the scope of BI reporting.
• We streamlined cash flow management processes through integration of SaldeoSMART with online banking.
• We coordinate the course of financial statement audits in several companies from the group.

Results

The Group gained a transparent, integrated financial and accounting system ensuring full control over investment costs. Thanks to automation and systematization of document circulation, the time for document processing and payment execution was reduced from several weeks to just a few hours.
Technology start-up
– supporting founder and VC trust

Background

A young technology company from a renowned VC Fund portfolio with its investment exceeding PLN 8 million was entering a phase of intensive scaling and structure expansion.

Challenge

Founders must maintain focus on product development, but investors need assurance that finances are under proper control and the company is ready for subsequent funding rounds and due diligence.

Our Actions

• We implemented document workflow facilitating management of over 70 projects.
• We are gradually implementing modules in ERP infrastructure: sales → warehouse → production.
• We constantly advise and share theoretical knowledge and experience from other industries.
• We continuously expand the scope of automatic reporting for both founders and VCs.

Results

Thanks to our procedures such as document workflows and BI reporting, the Company is equipped with tools and processes that will handle its dynamic growth. Investors have confidence that financial due diligence will not reveal surprises, and founders have substantive support.
IT Industry
– multi-threaded Ed-Tech sector

Background

Dynamically developing IT company operating in the form of a joint-stock company, creating technologies for teaching programming in schools, implementing over 10 R&D projects, including those financed from EU grants.

Challenge

The Ed-tech industry and activity in the B2G sector combines all business specificities in one: trade, services, production. Different types of projects require different accounting techniques, while remaining in compliance with group requirements and EU grant recording principles.

Our Actions

• For different types of projects, we created dedicated document workflows.
• We account for commercial, production operations and R&D projects.
• We helped implement sales and production modules in ERP integrated with accounting books.
• We developed dedicated solutions streamlining EU grant settlement.

Results

We effectively supported the processes of 3 funding rounds and due diligence handling. The company also successfully settled grants from European funds. It continues its uninterrupted development, which has been supported by a dedicated WZ Partners team since its inception.
Retail facilities
– pharmacy network in a demanding environment

Background

Nationwide pharmacy network with multi-branch structure and high transaction volume requiring constant optimization and security in a demanding legal environment..

Challenge

Over 60 facilities, 500 employees and thousands of daily transactions, need for uniform procedures, elimination of paper circulation and handling continuous growth..

Our Actions

• We implemented uniform accounting procedures in all facilities.
• We implemented automation of delivery acceptance through RPA applications connected to supplier servers.
• We eliminated paper shipping by including all facilities in electronic workflow.
• We supported M&A processes: from due diligence to integration of new facilities into structures..

Results

We proved that accounting in an outsourcing model can be a strong foundation for daily operations. We maintained the ability for uninterrupted network growth and ensured the highest service standards thanks to a dedicated unit in WZ Partners’ structures.
Industry association
– when you need to focus on statutory goals

Background

Thriving industry association bringing together 10 members whose combined revenues on the Polish market exceed 8 billion PLN. The goal is to maintain team focus on implementing statutory goals and preserving agility.

Challenge

The accounting firm must provide full financial care – from budgeting to liquidity control, support for association bodies and transparent cost allocation between projects.

Our Actions

• We co-create annual budgets and monitor their execution.
• We stand guard over cash flow security control.
• We substantively support the Board, Audit Committee and General Assembly.
• We implemented document workflow with expense categorization by projects.

Results

Through almost 30 years of cooperation, we have maintained the trust of successive boards. The association team can focus on statutory goals, and all bodies have full substantive support and comfort of financial security.

OVER 100

Configured and supported document flows for 350 different types of documents: invoices, letters and contracts

13000

Pages of documents handled per month

125

automatic BI reporting processes on a monthly basis

independent data centers where we store parallel data in the highest security standards

This is how much PLN you will pay for purchasing licenses for applications provided by us

Cooperation with WZ Partners – how it works in practice

Here are our 4 pillars of modern accounting services. See how we use 100% of the potential of renowned applications on which your finances can work, supported by our team.

1. Team

– everything starts with people

Our team consists of 30 specialists and 3 Partners proactively supporting Clients from Poland and abroad.
Our accountants hold qualification certificates and improve their competencies in a continuous training cycle.
We handle financial statement audit processes by certified auditors.
We complement accounting knowledge with competencies in taxes, law and IT.

2. Electronic document workflow

– every invoice is a process

We implement SaldeoSMART document workflow or work on clients’ BPM systems.
We increase transparency: we design approval paths + budget control.
We regain control over cash flow: transfer export and accounts receivable supported by AI.
Full KSeF readiness with guarantee of smooth transition to e-invoicing.

3. Accounting books in ERP

– work on our or Client’s infrastructure

Within our infrastructure, we maintain books in Comarch ERP Optima integrated with SaldeoSMART.
We offer expansion with additional ERP modules with VPN access.
We provide the possibility of quick implementation at an unbeatable price.
Result: full range of data from the entire enterprise available in BI.

4. BI Reporting

– automated reporting instead of spreadsheets

We combine reports from multiple sources in one place.
We implement email subscription in multiple formats: PDF, HTML, Excel.
BI report delivery service is standard with us.
We provide the possibility to upgrade to dashboards in an online application.

We provide accounting services in various technological variants. We can work on accounting software that you provide us for remote work, e.g.: Symfonia, SAGE ERP, Comarch XL, SAP, SAP Business One.

Accounting outsourcing at WZ Partners – why is it the best choice?Retry

We constantly listen to the needs of ambitious managers and their companies from Poland and around the world.

We compose for them a unique set of services and tools that solve their teams’ everyday problems.

Do you recognize these symptoms?

You expect engagement and initiative,
because accounting should help you make the best decisions?
You need current data,
but you wait several days for a response?
You waste time on your own reports,
and would like to receive them from accounting?
You see ubiquitous technological progress,
but changes in your accounting happen too slowly or not at all?

If so, then accounting outsourcing at WZ Partners will be the best solution for your company.

Reliable and up-to-date financial data available 24/7 in a clear way is the standard for our Clients.

Our team consists of certified experts providing support in both Polish and English.

What you get from us as standard

A dedicated business partner
– A permanent team familiar with your specifics and business model
Lightning-fast responsiveness
– answers in hours, not days: email, phone, Teams® or Slack®
Real-time financial data
– 24/7 access through document workflow, online panel, ERP or BI.
Technology serving your business
– SaldeoSMART, Comarch ERP Optima and BI reporting.

We complete full onboarding in less than 1 month.

We design modern processes and select appropriate applications, implementing and providing training.

When taking over bookkeeping, we review it, identify risks and propose their elimination.

Our advisory services

In addition to modern accounting services, you gain access to business advisory:

Accounting advisory
– process optimization, IFRS, management accounting.
Tax advisory
– CIT, VAT, transfer pricing, restructuring.
HR & payroll advisory
– payroll outsourcing, HR audits, handling of Labor Inspectorate and Social Security audits.
IT advisory
– accounting digitization, ERP integrations, BPM.

If you want to know more about WZ Partners business advisory, click here.

The scope of our HR and payroll outsourcing services can be found here.

Send us your contact

Fill out a short contact form or send an email: kontakt@wzpartners.pl Your inquiry will be immediately analyzed by WZ Partners’ Partners.

Talk to a WZ Partners Partner

Within 1 day we will contact you to arrange a meeting: online, at our office in Warsaw or Poznań, or at your location. Whichever is more convenient for you. We will discuss your needs and design the best cooperation model.

Let’s discuss our offer and see how it works

After receiving the offer, you always have the opportunity for an online meeting and follow-up. We discuss our concept and show you live what you can expect.

Let’s start working together

We will provide a seamless onboarding: we will provide a dedicated cloud space for document transfer and quickly implement all agreed solutions.

Contact us

Cooperation with Clients within one ERP

Clients who are on a dynamic growth path have access to exceptional solutions with us.

Thanks to the ability to work on our ERP infrastructure, they are able to handle rapid business scaling.

New Clients can move away from inefficient processes, and our existing clients always have room for development within our solutions.

Problems of dynamic growth:

Operations once quickly handled manually now take up too much valuable time.
Processes based solely on Excel files become inefficient and expensive to maintain.
You need to systematize warehouse records and connect them with external platforms.
You want to automate sales and debt collection processes.
You know you need an ERP system, but you’re concerned about the costs.

Our solution:

Use the full potential of Comarch ERP in WZ Partners’ infrastructure.
To our accounting and payroll modules, we can add sales, warehouse, CRM and many others.
Thanks to already configured data in the accounting module, implementation of the rest is faster and cheaper.
You connect remotely via VPN without spending on your own hardware.
We automate processes and leverage the potential of all data in one software.
Everything is crowned with BI and reports from all areas of your operations.

Thanks to cooperation with us, you don’t have to spend high amounts on purchasing and implementing ERP-class systems that will handle your dynamic growth.

You can build with us a multi-layered and modular financial information management system for your business.

Full potential of innovative accounting

You will transfer documents online through SaldeoSMART, also ready for KSeF.
Your invoices will go through an approval workflow tailored to your needs.
We will streamline the payment processing and your cash flow management.
We will launch a budgeting module integrated with document workflow.

Personalized service
Our service standards.

You will be taken care of by an individual accounting manager with many years of experience.
We will serve you through processes guaranteeing continuity and stability of cooperation.
You will gain direct and easy access to experts at Partner level.
We can communicate in Polish or English.

Data availability
Direct and independent insight into accounting data.

We will build a complete online document database with access via web or mobile.
Current and historical tax data will be available in the online application 24/7.
Your inbox will always receive reports from the BI application at the same time.
We will integrate accounting books with other systems: sales, logistics, warehouse, etc.

What does outsourcing accounting services include?

We do not limit ourselves to accounting service models and accounting outsourcing variants. The legal, market and technological environment is dynamically changing, just like our tasks.

Standard accounting services

Maintaining full accounting books.
Tax reporting (CIT, VAT, PIT).
Individual manager and dedicated accounting team in offices in Warsaw and Poznań.
Contact with the Tax Office on behalf of your company, including e-Tax Office service.

Automation and digitalization

SaldeoSMART and electronic document workflow.
Free applications for invoice issuance, cash register, reporting.
BI reporting with automatic email subscription.
Possibility to integrate your systems with WZ Partners’ accounting infrastructure.

Advanced management

Implementation of Comarch ERP in WZ Partners’ infrastructure.
Budgeting and cash flow management at document workflow level or in ERP.
Advanced sales, warehouse, CRM modules available in ERP.
Extended BI reporting with online dashboards option.

Enterprise & compliance

Reporting and statements according to IFRS.
Full support for group reporting and consolidation packages.
Comprehensive support for Warsaw Stock Exchange reporting.
Support for reviews, full audits and due diligence processes.

We invite you to use the pricing form and submit an inquiry about comprehensive accounting services by WZ Partners.

FAQ – Frequently Asked Questions

1. Do you support foreign entrepreneurs entering the Polish market?

Yes. We specialize in supporting foreign business owners and international capital groups that are planning to establish or expand operations in Poland. Over the past 33 years, we have worked with more than 1,000 companies — including PE-backed firms, multinational groups operating across three continents, and entities listed on the Warsaw Stock Exchange (GPW). We provide end-to-end assistance that covers company setup, tax registration, full accounting outsourcing and ongoing advisory. We act as your single point of contact for Polish compliance — so your local operations run autonomously, without escalations to HQ.

2. Can you help with company formation and ongoing corporate filings in Poland?

Yes, we provide full support throughout the company formation process. We assist in choosing the appropriate legal form, registering the company in the National Court Register (KRS), obtaining tax identification numbers and VAT registration, and organizing the accounting structure from day one. We also handle ongoing KRS filings and updates — changes in board composition, address, capital — so your HQ does not need to navigate the Polish registry system. We coordinate accounting and tax aspects to make the market entry smooth and compliant.

3. What accounting standards do you apply, and how quickly can you close the month?

We maintain full accounting books in accordance with the Polish Accounting Act as well as International Financial Reporting Standards (IFRS). We prepare statutory financial statements, tax reports and management reports, ensuring compliance with both local regulations and group reporting requirements. Our fastest monthly closing turnaround is D+1 — one business day after the end of the reporting period. We have delivered this level of speed for clients with demanding group deadlines for over 10 years. The actual timeline depends on your reporting requirements and data complexity, but D+1 shows what we are capable of when it matters.

4. Do you provide services in English?

Yes. Bilingual communication (Polish/English) is a core part of our service, not an add-on. We work fluently in English and regularly cooperate with international shareholders, CFOs and group controllers. All financial reporting, management documentation, correspondence and day-to-day communication can be handled in English, ensuring transparency and comfort for foreign business owners and their headquarters.

5. Can you support group reporting and consolidation?

Yes. We have extensive experience working with international capital groups and preparing reporting packages for consolidation purposes. We regularly deliver quarterly and yearly reporting packages aligned with IFRS and group-specific requirements — on time, without delays that could affect group-level consolidation. We understand group reporting timelines and requirements, and we ensure that financial data from the Polish entity is accurate, timely and aligned with group standards. More than 55% of our clients have worked with us for over 10 years — a track record that reflects our consistency in meeting demanding reporting deadlines.

6. What ERP systems and technologies do you work with?

Our primary system is Comarch ERP Optima — the most widely used ERP in Poland, purpose-built for Polish tax and regulatory requirements. We also have hands-on experience with SAP Business One — so if your HQ requires the local entity to operate on a group ERP, we can work within that environment. We combine accounting expertise with electronic document workflow (SaldeoSMART with OCR and AI-assisted classification), Business Intelligence reporting with automated email subscriptions and online dashboards, and secure VPN access to ERP — allowing your team to work alongside ours in real time. This replaces manual spreadsheets with structured, up-to-date financial data accessible 24/7.

7. How long does onboarding take?

Onboarding starts the day after contract signing. The full process typically takes 1 to 6 weeks, depending on the complexity of your operations. This includes reviewing existing accounting records, identifying risks, migrating data from your previous provider, implementing appropriate tools and processes, and ensuring a seamless transition. The first step — a thorough review of your books — takes 1–2 weeks and often uncovers issues that previous providers missed. Our priority is maintaining business continuity and minimizing disruption during the change.

8. Do we need to invest in our own ERP infrastructure?

Not necessarily. We can provide access to our ERP infrastructure with secure VPN connection, which significantly reduces the need for upfront investments in software and hardware. You also get access to our electronic document workflow, BI dashboards and automated reporting — all included in the service. This solution is especially beneficial for companies that are entering the Polish market and want scalable solutions without excessive initial costs. If you already use SAP Business One or another group ERP, we integrate into your existing environment.

9. Who represents our company before Polish authorities?

This is one of the most important questions for foreign-owned companies in Poland. We represent your entity before the Tax Office (Urząd Skarbowy), Social Insurance Institution (ZUS) and the National Labour Inspectorate (PIP). In the event of an audit or inspection, our team is on-site, in Polish, handling the process — so your management does not need to be physically present or navigate the proceedings in a language they do not speak. The scope of representation depends on the specifics of your engagement and is agreed upon individually.

10. Do you handle transfer pricing documentation?

Yes. For companies operating within international groups, transfer pricing documentation may be a legal obligation in Poland — depending on the volume and type of intercompany transactions. We help you assess whether your entity meets the thresholds, prepare TP documentation in compliance with Polish regulations and coordinate with your group’s global TP advisory teams to ensure consistency across jurisdictions. We also support benchmarking studies and help identify and mitigate risks related to intercompany transactions.

11. Is your accounting service ready for KSeF (Poland’s mandatory e-invoicing system)?

Poland is introducing the National e-Invoicing System (KSeF) in April 2026. We are fully prepared — our document workflow is already integrated with KSeF, including automated invoice retrieval, approval workflows and AI-assisted classification. We also have procedures in place to protect confidential documents within the KSeF environment. For our clients, the transition means no operational disruption — the infrastructure is already running.

12. Do you also provide HR & Payroll services?

Yes. Many of our clients start with accounting and later extend to HR & Payroll — or the other way around. We offer full payroll outsourcing, employee portal with a mobile app, e-Personnel Files, online onboarding and support with work permit procedures for non-EU employees. Having accounting and HR & Payroll under one roof means fewer vendors to coordinate, consistent data across departments and one partner who understands your entire back-office operation in Poland. Details of our HR & Payroll services are available here.

13. What level of daily support can we expect?

Each client is supported by a dedicated accounting manager and a permanent team familiar with the company’s business model. On top of that, every engagement is overseen by a Managing Partner — you have direct access to senior expertise, not just an account manager. We ensure fast responsiveness, direct communication channels and continuous access to financial data. Our team includes a Partner with 25+ years of corporate finance experience, including a background at KPMG — which means the quality of advice you receive goes beyond standard bookkeeping.

14. Why do companies choose WZ Partners?

We have been operating for 33 years and have served over 1,000 clients. 90% of our clients stay with us for more than 3 years, and over 55% have been with us for more than 10 years. We were recognized with the Forbes Diamonds 2026 award (Dun & Bradstreet methodology). Our clients include PE-backed companies, multinational groups, GPW-listed entities, and high-growth startups. What sets us apart is not any single feature — it is the combination: bilingual team, ability to work on your group ERP, monthly closing as fast as D+1 when your deadlines require it, representation before Polish authorities, and direct access to Managing Partners. That combination is rare on the Polish market.

Outsourcing accounting
Warsaw and Poznań

Accounting outsourcing in Warsaw is a popular way to handle tasks related to accounting books. However, it doesn’t have to mean 100% remote cooperation. We invite you to our office in the center of Warsaw. It’s a convenient solution for companies based in the capital that want to meet in person before signing the final agreement and discuss all cooperation terms in detail.

The same applies to accounting outsourcing in Poznań. One of our offices is also located there, where we can meet to better understand your business needs. We offer accounting outsourcing throughout the entire country. In addition to accounting outsourcing, we are also open to renting office space for company address registration in the aforementioned cities.

See more

HR & payroll

Our HR & payroll department has experience in serving large headcounts and cooperating with international employers

Doradztwo biznesowe Poznań, doradca biznesowy

Business Consulting

30 years of presence on the market, qualified staff of specialists and experts, as well as knowledge of a multitude of financial and business…

Accounting services

One partner for Polish accounting – bilingual, D+1 closing, compliance handled.

Case studies

Our accounting outsourcing in numbers