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Bookkeeping

A smart investment in Your profit

Clever Investment is an accounting company of the 21st century. We provide comprehensive services for small, medium and large enterprises. We offer services in the field of accounting outsourcing, HR and payroll outsourcing, as well as individual business consultancy. We optimize the time that should be devoted to accounting, while remaining sensitive to the needs of our clients. Our office is a combination of traditional accounting with a modern approach.

We belong to:

Organizations in which our values coincide, because they help us develop even faster, and give our employees a sense of security and satisfaction.

Code of Good Practice

based on the UN agenda

A fair, sustainable and peaceful world for everyone is not only an ideal vision for the future, but also a commitment made in 2015 by the United Nations and clarified by 17 goals known as the Sustainable Development Goals. Clever Investmentis a modern accounting office where sustainable development plays a key role in running a business. We care about ecology, equality and an innovative approach to business.

Clever Investment is a guarantee of security!
Our priority is to ensure the security of data and stored documentation, both paper and electronic.
How do we do it?

- • we use three independent servers
- • we use electronic documentation flow
- • we save data on disks twice and archive them every 24 hours
- • we provide civil liability in the amount of EUR 1,000,000 !
- • we are a member of TGS GLOBAL - an international industry network
- Education - we train our employees in the Accountants Association in Poland - of which we are also a member

If you have any questions, please contact us, we will be happy to answer them.

Do we archive documentation and how?

We archive paper documentation once a quarter or once a year, depending on the number of paper documents of a given client. Documents in electronic form are archived by us once a month by making a backup on our disk. We archive databases every 24 hours.

What reports will I get every month?

Every month you will receive accounting and tax reports from us. For sole proprietorships it will be, for example, KPIR - Summary, and for the company Bilans, RZiS, ZOIS, settlements and, of course, a tax report.

Do you offer an on-line system?

Yes, the subscription includes both an on-line invoice system and an office portal, where the client will find all his bills 24/7. Thanks to this tool, the customer can upload documents from anywhere in the world, wherever there is the Internet.

Will I have a dedicated tutor?

Yes, depending on the process, it will be an accounting or accounting and human resources employee. Meet us in the "Team" tab.

ul. Obozowa 20 lok. U11
01-161 Warszawa

+48 724 006 007
info@cleverinvestment.pl

Wyrażam zgodę na przetwarzanie moich danych osobowych w rozumieniu ustawy z dnia 29 sierpnia 1997 roku o Ochronie Danych Osobowych oraz ustawy z dnia 16 lipca 2004 roku Prawo Telekomunikacyjne w celach marketingowych przez Clever Investment P.S.A. ul. Obozowa 20 lok. U11, 01-161 Warszawa i oświadczam, iż podanie przeze mnie danych osobowych jest dobrowolne oraz że zostałem poinformowany o prawie żądania dostępu do moich danych osobowych, ich zmiany oraz usunięcia.

Wyrażam zgodę na otrzymywanie drogą elektroniczną na wskazany przeze mnie adres e-mail, bądź drogą telefoniczną przez wskazany przeze mnie numer telefonu, informacji handlowej w rozumieniu art. 10 ust. 1 ustawy z dnia 18 lipca 2002 roku o świadczeniu usług drogą elektroniczną od Clever Investment.