Monthly Accounting Assistance
Expert Monthly Accounting Services for Self-Employees
Empower Your Business with Expert Monthly Accounting Services for Self-Employed Individuals in Portugal.
Focus on growing your business while we handle the numbers.
Take the hassle out of managing your finances as a self-employed professional in Portugal. Our monthly accounting assistance service provides expert support tailored to your needs, ensuring seamless tax compliance and financial peace of mind.
Expert support
This service is for you if you are a...
Self-employed professional
Freelancer
Independent contractor
Small business owner
Entrepreneur
about us
Why Choose Step Inside Portugal?
Step Inside Portugal offers more than just accounting services; we provide personalized support tailored specifically to the unique needs of self-employed individuals in Portugal.
With our deep understanding of local regulations and commitment to client satisfaction, we ensure seamless financial management, allowing you to focus on what matters most – growing your business.
Tailored support
Expertise
Benefit from our team’s extensive financial knowledge and experience.
Transparency
Enjoy transparent pricing and clear communication every step of the way.
Personalized Service
Receive tailored solutions to meet your unique business needs.
Time-Saving
Let us handle your finances, so you can focus on what you do best – running your business.
Support
Count on our dedicated support team to assist you whenever you need it.
Revolutionize your financial strategy today.
Reach out and let’s make it happen!
Expert financial guidance tailored to self-employed professionals.
Ensured compliance with local tax regulations in Portugal.
Time-saving solutions allowing you to focus on business growth.
Explore our Accounting Service
Inside our Monthly Accounting Service
What's Included
Exclusive Email
Access to an exclusive email account dedicated solely to clients of our service.
Google Drive Folder
A Google Drive folder with comprehensive business information specific to your operations in Portugal, where you can securely share documents and data.
Daily assistance
Daily assistance providing prompt responses to clarify tax and social security inquiries related to your business activities.
Full compliance
Full compliance with all reporting obligations, ensuring seamless adherence to regulatory requirements.
What our clients say
“One of the best and most competent Tax Consulting agencies in Portugal.️”
Professional, fast and helpful.
Step Inside Portugal helped me quickly and professionally with all my needs and accounting questions. First as an employee and then as self-employed individual in Portugal. Highly recommended, professional, fast and really helpful. 10/10 ⭐️
I am extremely satisfied with the professional experience I had working with Step Inside Portugal.
Their expertise and guidance have been invaluable in ensuring that my taxation process in Portugal is handled correctly and efficiently. I highly recommend their services to anyone in need of expert advice and assistance with USA and Portugal taxation.
Provides all you need!
They are great! Very knowledgeable and always available for any questions.
Using their services now for over 3 years and always delighted with their services.
Everything tax relates I have Step Inside handling it since the day I arrived in Portugal and it's always been done correctly. The amount of work they save me, it's a no brainer.
Reviews from Trustpilot
Transparent Pricing
Our Monthly Accounting Service Fee
Unlock expert accounting support for your business without breaking the bank.
Tailored Solutions Await!
Monthly Accounting Assistance
Our monthly service is available for just EUR 125 + VAT, ensuring affordability without compromising quality.
125
€ (+VAT)
Additional Fee Policy
Mid-Quarter Engagements: If you engage our services mid-quarter or at the end of the quarter and your activity began at the start of the quarter, we will charge the fee for all three months of the quarter, as we will assist with the reporting obligations for the full quarter. This fee will be charged at the start of our assistance.
Previous Reporting Obligations: If you hire us during a certain quarter, we will not be responsible for the reporting obligations of the previous quarter, such as the VAT and Recapitulative VAT returns. However, if you require assistance with these, an additional fee of EUR 50 + VAT per return will apply.
Additional Fees Based on Engagement Period: If you hire us between April and June, an additional single fee of EUR 75 + VAT will be charged at the moment of subscription to the assistance to cover the extra work related to the annual tax return. If you hire us between July and December, the additional fee will be EUR 125 + VAT for the same reason. These additional fees are necessary to compensate for the increased workload during the tax return preparation. This fee will be charged at the start of our assistance.
Reminder
Please note that the service of registering as a self-employed individual before the tax authorities and social security is separate, with a fee of EUR 100 + VAT, not included in the monthly accounting service fee. You can buy this service here.
How to Get Started
Start optimizing your finances now!
Get in touch to secure your spot with our affordable monthly accounting service. Here’s how to kickstart the process:
Your peace of mind is our priority.
Fill out Form
Reach out to us by filling out our contact form.
Sign Contract
We will contact you to discuss your needs and preferences, and send the contract for review.
Get Access
Upon signing, receive instructions to access our exclusive email and your dedicated folder, where you can securely upload documents and access important information.
P.S. We’ll always send the documents for your review and approval before submitting anything. 😉

Absolutely recommended!
We have worked with Step Inside Portugal for the past 2 years and they helped us getting our residency & tax papers in order, as well as doing our accounting & tax return as freelancers.
They always went above and beyond, replying to all the questions we had, and making sure that everything was done perfectly.
Niko
Your Roadmap to Compliance
Rest assured, our monthly accounting service covers all your reporting obligations, ensuring seamless compliance while you focus on your business growth.
Demystifying Reporting Obligations
One-time Registration
Register as a Self-Employee with Tax Authorities
Kickstart your self-employment journey by registering with the tax authorities in Portugal. This crucial step ensures compliance with tax regulations and establishes your status as a self-employed professional.
Obtain Your Social Security Number
Secure your access to social security benefits by obtaining your unique social security number. This essential identifier ensures you're properly accounted for in Portugal's social security system, safeguarding your future financial well-being.
Monthly Obligations
Issue Monthly Invoices
Keep your finances in order by issuing monthly invoices for your services rendered. Timely and accurate invoicing not only facilitates smooth transactions with clients but also ensures compliance with tax reporting requirements.
Monthly Payment of Social Security Contributions
Fulfill your social security obligations by making monthly contributions. These payments are vital for maintaining your social security coverage, providing protection against unforeseen circumstances such as illness, unemployment, or retirement.
Quarterly Obligations
Submit Quarterly VAT Returns
Stay on top of your value-added tax (VAT) obligations by submitting quarterly VAT returns. This process involves reporting your taxable sales and purchases, ensuring compliance with Portugal's VAT regulations.
Submit Quarterly Recapitulative VAT Return
Comply with VAT regulations by submitting your quarterly recapitulative VAT return. This report provides a summary of your intra-community transactions, aiding in the accurate assessment and collection of VAT.
Submit Quarterly Social Security Return
Meet your social security obligations by submitting quarterly returns. This essential process ensures accurate reporting of your income and contributions, maintaining your eligibility for social security benefits.
Annual Obligations
Maintain Annual Register of Business Expenses
Track your business expenses throughout the year and maintain an annual register for tax purposes. Proper documentation of expenses allows you to claim deductions, reducing your taxable income and optimizing your tax situation.
Submit Annual Personal Income Tax Return
Fulfill your annual tax obligations by submitting your personal income tax return. This comprehensive report accounts for your income, expenses, and deductions, ensuring accurate assessment and compliance with tax laws.
Stay ahead of the curve with our comprehensive monthly accounting service.
Addressing all essential reporting obligations for self-employed individuals in Portugal. Embark on your business journey today!
Have questions About our Monthly Assistance Service?
Schedule Your Free 15-Minute Discovery Call!
Are you considering our Monthly Assistance Service but unsure if it's the right fit for you? We’re here to help!
In this quick chat with our Self-Employee Team, led by Anne Lopes, you will:
- Learn how our Monthly Assistance Service can simplify your self-employment journey.
- Get answers to any questions you have about compliance and reporting obligations.
- Discover the benefits of having dedicated support to keep your business running smoothly.
Don’t miss this opportunity! Your journey as a self-employed professional in Portugal can be easier with the right assistance.
We’re excited to help you thrive!
FAQs
Your Questions Answered
What services do you offer to self-employed individuals?
We offer a range of services tailored to the needs of self-employed individuals, including tax planning and preparation, bookkeeping, financial analysis, and business consulting.
How can your assistance services benefit me as a self-employed person?
Our assistance services can help you save time and reduce stress by handling complex financial tasks on your behalf. We can ensure that your taxes are filed accurately and on time, help you optimise your finances, and provide valuable insights to support your business growth.
Do I need to commit to a long-term contract to use your services?
No, we offer flexible options for our assistance services, allowing you to choose the level of support that works best for your needs. Whether you need occasional help with specific tasks or ongoing assistance, we can accommodate your requirements.
How do I get started with your assistance services?
Getting started is easy! Simply reach out to us by filling our form.
What are your fees for assistance services?
Our fees are EUR 125 + VAT per month (EUR 153.75). Our goal is to provide cost-effective solutions that deliver value to your business.
Can you help me with tax planning and strategy?
Absolutely! Tax planning is a crucial aspect of financial management for self-employed individuals. We can work with you to develop a proactive tax strategy designed to minimise your tax liability and maximise your financial opportunities.
What sets your assistance services apart from others?
We pride ourselves on our personalised approach and dedication to client satisfaction. Our team consists of experienced professionals who are committed to providing top-notch assistance tailored to your unique needs. We strive to deliver exceptional value and support to help you succeed in your self-employment journey.
Read all Terms and Conditions
1. Scope of Services: Our assistance entails providing monthly accounting support tailored to your business needs, including but not limited to financial record-keeping, tax reporting, and compliance with local regulations in Portugal.
2. Service Fee: The monthly service fee is EUR 125 + VAT.
- Mid-Quarter Engagements: If you engage our services mid-quarter or at the end of the quarter and your activity began at the start of the quarter, we will charge the fee for all three months of the quarter, as we will assist with the reporting obligations for the full quarter. This fee will be charged at the start of our assistance.
- Previous Reporting Obligations: If you hire us during a certain quarter, we will not be responsible for the reporting obligations of the previous quarter, such as the VAT and Recapitulative VAT returns. However, if you require assistance with these, an additional fee of EUR 50 + VAT per return will apply.
- Additional Fees Based on Engagement Period: If you hire us between April and June, an additional single fee of EUR 75 + VAT will be charged at the moment of subscription to the assistance to cover the extra work related to the annual tax return. If you hire us between July and December, the additional fee will be EUR 125 + VAT for the same reason. These additional fees are necessary to compensate for the increased workload during the tax return preparation. This fee will be charged at the start of our assistance.
3. Payment Terms: Payment for the monthly accounting service is due in advance at the beginning of each month.
4. Commencement: This assistance shall commence on the date of signature of the services agreement and shall last until December 31st of the tax year.
5. Renewal: The contract shall be automatically renewed for successive periods of one year, from January to December, unless either party opposes renewal.
6. Termination: Either party may terminate the agreement with one month’s notice. In the event of termination, any outstanding fees remain payable. Even if the contract is not renewed in the following tax year, the Service Provider remains obliged to provide assistance with the annual tax return (IRS).
7. OBLIGATIONS OF STEP INSIDE PORTUGAL:
7.1. Provision of Services: The Service Provider shall undertake the entrusted services with a high sense of responsibility, competence, and professionalism, ensuring their quality aligns with the guidelines issued by the Client.
7.2. Protection of Client’s Interests: The Service Provider shall safeguard the interests of the Client, taking due care of any documents or instruments entrusted by third parties. This includes ensuring adequate protection against loss, misplacement, theft, robbery, reproduction, or improper disclosure. Upon termination of this Contract, regardless of the reason or form, even if attributable to the Client, the Service Provider shall promptly return any such documents or instruments and may not exercise a right of retention under any circumstances.
7.3. Ownership of Documents: The documentation and instruments provided by the Client to the Service Provider shall remain the property of the Client at all times.
7.4. Confidentiality: We treat all client information with the utmost confidentiality and adhere to strict data protection standards.
8. CLIENT OBLIGATIONS:
8.1. Platform Access: The Customer shall ensure the Service Provider has access to the Tax and Customs Authority platforms and direct Social Security platforms at all times.
8.2. Information and documentation: The Customer shall inform the Service Provider of services provided, of expenses eligible for VAT, of annual expenses related to their activity for compliance purposes within the deadlines.
9. EXCLUSION OF LIABILITY:
9.1. Declarative Nature of Services: The services provided by the Service Provider are exclusively declarative. The Service Provider is not responsible for the payment of any taxes or contributory obligations, which remain the sole responsibility of the Client.
9.2. Compliance with Deadlines: The Customer must adhere to agreed deadlines.
9.3. Consequences of Non-compliance: Failure by the Client to comply with the deadlines specified in the services contrac absolves Step Inside Portugal from all responsibilities arising therefrom. This includes responsibilities related to compliance with declaratory deadlines.
While we strive to provide accurate and reliable assistance, we cannot guarantee the accuracy or completeness of information provided. Clients are responsible for verifying the accuracy of all financial data and are advised to seek professional advice for specific financial or legal matters.
* * *
By engaging our services, you agree to these terms and conditions. If you have any questions or concerns, please contact us for clarification.
Contact us
If you have any immediate questions or concerns, feel free to contact us by email or whatsapp.
Have a lot of questions?
Book Your Tax Consultation Today!
Considering self-employment and need clarity on tax implications? Book an online meeting with our experts to explore tailored tax planning solutions that will optimize your business structure and maximize your financial efficiency.
Optimize Your Business Strategy
DIY Solutions
Not ready to commit just yet? No worries!
As an alternative, we offer a comprehensive book containing instructions to fulfill all reporting obligations (excluding the annual tax return), plus a free guide with all Portugal’s Tax and Social Security obligations.
Never miss a deadline!
- Ebook
- PREMIUM
100€
- Ebook
7€