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Services
Internacional
About us
Testimonials
Contacts

Português

Check Office's story begins in 2003, when two entrepreneurs specializing in financial management joined forces to set up an innovative accounting, financial and tax consultancy company.

The founding partners had a clear vision of how to offer high-quality accounting, finance and other administrative/financial services, coupled with comprehensive financial management consultancy, with methodologies suited to each business, regardless of the size of the client company.

Our team of experienced and dynamic professionals has remained unchanged for several years and is a critical factor in Check Office's success, the guarantee of excellence in services and the trust placed in us by our clients.

Over the years, the team has kept pace with technological developments and early on implemented the digital component in accounting and various analysis and management tools that have opened up new possibilities for optimizing and planning commercial operations and company management, as well as reducing paper and printing costs.

Lurdes Santos

Executive Director

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Methodology

In-House Services (at the customer's premises)

Providing services in-house or at the client's office is an approach in which Check Office carries out all work directly at the client's premises.

The methodology for providing services in-house or at the client's office can be described as follows:

Customer needs assessment:
Detailed analysis of customer needs, understanding objectives, expectations and specific requirements.
Project Definition:
Identification of the tasks, responsibilities, deadlines and resources required for the project.
Selecting the right team:
Selection of a qualified team that can meet the client's specific needs.
Planning and Logistics:
Scheduling of activities, coordination of logistics operations, such as the availability of work space, equipment and necessary materials.
Continuous assessment:
Monitoring and evaluation mechanisms are in place to guarantee the quality and effectiveness of the work.

Benefits:

Total integration:
Our team works directly on your premises, allowing for close collaboration and an in-depth understanding of your internal processes.
Direct Access:
Immediate access to your systems, documents and financial data.
Face-to-face communication:Interact personally with our team to discuss needs and resolve issues immediately.

Services:

General and Analytical Accounting
Human Resources Management
Personalized Financial Reports
Shared services

Services provided at Check Office premises

Providing services at our facilities offers numerous advantages for your company.

Benefits:

Experience and efficiency:
We have an advanced technological infrastructure and a specialized team.
Reducing costs:
Avoid expenses related to technical infrastructure and human resources and focus on growing your business.
Process Standardization:
Benefit from implementing consistent processes.
Remote access:
We allow remote access to our platforms and software to consult information and send documents.

Services:

General and Analytical Accounting
Human Resources Management
Financial Reporting
Shared services
Certified Invoicing
Collections
Payments
Other administrative services

Sustainability Practices

We envision a world where financial services are not only efficient and reliable, but also deeply rooted in environmental awareness. Through technology, we reduce paper consumption and minimize our ecological footprint, making a positive contribution to the health of our planet.

Together with our customers and employees and through our steadfast dedication to innovation, we want to become an example, inspiring other companies to embrace positive change and have a lasting impact on the world where financial success goes hand in hand with environmental responsibility and people's well-being.

Sustainability

We are a company highly committed to sustainability and which adopts international ESG (Environmental, Social and Governance) practices, demonstrating its commitment to social and environmental responsibility in all its activities.

Technology

We remain committed to technological innovation, taking advantage of advances in accounting software and process automation to offer our clients more efficient solutions, saving time and resources.

Customization

Check Office's commitment to personalized customer service remains unchanged. Each client is treated uniquely, with a dedicated team that can understand each company's specific objectives and challenges.

Results orientation

We are committed to providing advice that helps clients make informed strategic decisions. The Check Office team works closely with clients to identify opportunities for improvement and increase results.

Ethics and Responsibility

We believe that true business excellence goes beyond numbers. We are committed to the highest standards of ethics, transparency and accountability in all areas of our work.

Social and Community Commitment

Check Office is not just about business, but is also committed to the community. The company actively participates in social and corporate responsibility initiatives, supporting causes on a local and global level.

Partnerships

Financial Consulting

Check Office has formed partnerships with renowned consulting firms. These partnerships allow us to offer clients even more specialized insights and guidance in areas such as investments, applications for EU funds, specific tax benefits and asset management.

Technology

Technology plays a key role in Check Office's operations. We partner with technology companies to implement state-of-the-art systems and software, giving our clients access to advanced tools that make it easier to monitor and analyze their financial data.

Strategic collaboration in advocacy

In legal matters or complex situations involving specific regulations, Check Office collaborates with law firms so that our clients receive legal advice when necessary.

Financial Institutions

Check Office works closely with banks and financial institutions to facilitate access to banking services, project financing and other financial services for its clients.

Business Networking

The company is an active member of several business networking sites. These networks allow Check Office to connect its clients with other entrepreneurs, creating opportunities for collaboration and business growth.

We are here to help!

Privacy Policy

Your privacy is important to us. It is Check Office's policy to respect your privacy regarding any information we may collect from you across our website, Check Office, and other sites we own and operate.

We ask for personal information only when we really need it and we do so by fair and lawful means, with your knowledge and consent. We also tell you why we are collecting it and how it will be used.

Our website may have links to external websites that are not operated by us. Please be aware that we have no control over the content and practices of these sites and cannot accept responsibility for their respective privacy policies.

Your continued use of our site will be deemed acceptance of our practices around privacy and personal information.

Why do we process your information?

We only process personal data when this is necessary to comply with legal obligations that apply to us, or such processing operation is necessary for the performance of a contract or associated pre-contractual steps.

We may also process information if we have a legitimate interest in doing so, provided that, in each case, our interest is in accordance with the applicable legislation and the rights of the data subject; this may occur, in particular, for the purposes of communicating with our clients; recruiting employees; preventing and detecting fraud, clarifying additional information, questions or information about professional performance.

When none of the other conditions of lawfulness are able to support the data processing operation, we will only process the information if we have obtained the consent of the data subject to process their personal data for specific, explicit and legitimate purposes.

Sharing and Transfer of Personal Data

Check Office shares data with third parties, in accordance with the law, under the duty of cooperation, including, among others, the Tax and Customs Authority and Social Security.

Check Office may also transfer data to service providers who act exclusively under its guidance or support, and who comply with technical and organizational measures equivalent to those to which it is obliged.

How long do we keep your information?

We only keep personal data for the period necessary to fulfill the purposes for which it was collected. In certain cases, data may be kept for longer periods, particularly when required by law.

Information Security

Information security and the protection of personal data is important to Check Office.

We have implemented, and ensure that we maintain, adequate means of protection, so that our internal procedures for the security of personal data comply with the regulations in force.

We also make every effort to ensure that third parties who collaborate with us as partners or service providers contractually guarantee adequate protection of the personal data to which they have access. We limit access to personal data to specific employees, and only when their contact with such personal data is justified within the scope of their duties.

We take the necessary measures to ensure the secure processing of personal data. In particular, we take precautionary measures to protect personal data from loss or abuse, and we use security procedures to prevent unauthorized access to such personal data.

Exercise of rights by the data subject

At any time, the data subject may:

Request access to information:

The data subject has the right to obtain confirmation as to whether or not data concerning him/her is being processed and, where appropriate, to access his/her personal data and access the information provided for by law.

Request rectification of the information if it is inaccurate or incomplete:

The holder of personal data has the right to have Check Office, without undue delay, rectify inaccurate or incomplete data concerning them.

Request the deletion of your personal data:

The holder of the personal data has the right to request Check Office to delete their data without undue delay, and Check Office has the obligation to delete the personal data without undue delay when one of the following reasons applies, in particular:

The personal data is no longer necessary for the purpose for which it was collected or processed;
You object to the processing and there are no overriding legitimate interests justifying the processing;
You have withdrawn your consent to the processing of your data (in cases where processing is based on consent) and there is no other basis for such processing.

Request the restriction of the processing of your personal data:

The holder of the personal data has the right to request Check Office to limit the processing of their data if one of the following situations applies, in particular:

They contest the accuracy of the personal data, for a period that allows Check Office to verify its accuracy;
The data processing is lawful and the data subject opposes the erasure of the personal data and requests, in return, the limitation of its use;
Check Office no longer needs the personal data for processing purposes, but such data is required by the data subject for the purposes of declaring, exercising or defending a right in legal proceedings;
You have objected to the processing until it is established that the legitimate grounds of the controller prevail over those of the data subject.

Object to the processing of your personal data:

The data subject may object to the processing of their personal data in cases where the data processing is carried out for the purposes of the legitimate interests pursued by Check Office. In this situation, Check Office will be able to demonstrate the existence of legitimate grounds that prevail over the legitimate interests of the data subject.

Data subjects may exercise their rights at any time by sending an e-mail to info@checkoffice.pt or a letter to Rua Olavo D'Eça Leal, 6, loja 1, 1600-306 Lisboa, Portugal.

Your requests will be treated with special care so that we can ensure the effectiveness of your rights. You may be asked to provide proof of your identity in order to ensure that personal data is only shared with the data subject.

You should be aware that in certain cases (e.g. due to legal requirements) your request cannot be fulfilled immediately. In any case, you will be informed of the measures taken to this end within one month of the request being made.

You also have the right to lodge a complaint with the National Data Protection Commission https://www.cnpd.pt/.

Check Office's story begins in 2003, when two entrepreneurs specializing in financial management joined forces to set up an innovative accounting, financial and tax consultancy company.

Let's talk

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Client Support

Use and Privacy

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