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Accounting.

A wise investment in your profit.

Clever Investment is an accounting firm for the 21st century. We provide comprehensive services for small, medium and large businesses. We offer services in the field of accounting outsourcing, HR and payroll outsourcing, as well as We provide business advice on an individual basis. We optimize the time to be spent on accounting, while remaining sensitive to the needs of our clients. Our office combines traditional bookkeeping with a modern approach.

We are part of:

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

Code of Good Practice

based on the UN agenda.

A just, sustainable and peaceful world for everyone is not only an ideal vision of the future, but also a commitment made in 2015 by the United Nations and made more specific through 17 goals called the Sustainable Development Goals. Clever Investment,is a modern accounting office where sustainability plays a key role in the running of the business. We care about ecology, equality and an innovative approach to business.

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

- • we use three independent servers
- • we use an electronic document workflow
- • data are doubled on disks and backed up every 24 hours
- • we provide a third-party liability cover of over EUR 1 000 000! !
- • Education – we train our employees at the Association of Accountants 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 records and how?

We archive paper documents on a quarterly or annual basis, depending on the number of paper documents of the client in question. Electronic documents are backed up by us once a month by means of a backup copy on our disk. Databases are backed up every 24 hours.

What reports will I receive each month?

Each month you will receive accounting and tax reports from us. For a sole trader, for example, this will be the KPIR - Summary, and for a company it will be the Balance Sheet, P&L, P&L, settlements and, of course, the tax report.

Do you offer an on - line system?

Yes, in the subscription we offer both an on - line invoicing system and an office portal where the client can find all their invoices 24/7. Thanks to this tool, the client can upload documents to us from anywhere in the world where there is Internet.

Will I have a dedicated tutor?

Yes, depending on the process, it will be an accounting or bookkeeping and human resources employee. Get to know us under the ‘Team’ tab.

ul. Obozowa 20 lok. U11
01-161 Warszawa

+48 724 006 007
info@cleverinvestment.pl

I agree to the processing of my personal data within the meaning of the Act of August 29, 1997 on the Protection of Personal Data and the Act of July 16, 2004 on Telecommunications Law for marketing purposes by Clever Investment P.S.A. ul. Obozowa 20 lok. U11, 01-161 Warsaw and declare that providing my personal data is voluntary and that I have been informed of the right to demand access to my personal data, their change and deletion.

I agree to receive by e-mail at the e-mail address indicated by me or by telephone at the telephone number indicated by me commercial information within the meaning of Article 10(1) of the Act of 18 July 2002 on electronic provision of services from Clever Investment.