Financial advisory and compliance

Accounting Advisory –
a financial expert
always at your disposal

Do you need someone who can clarify tax complexities, assess transaction risks or help you make a key financial decision? I am a certified auditor with 20 years of experience – I advise concretely and to the point.

No obligation • 20 minutes • quick assessment
20 years of audit experience
Certified auditor (PANA registry)
Remote or in person
Doradztwo księgowe JMFC – Jakub Marszałek biegły rewident
Jakub Marszałek | Certified Auditor · Financial advisory and compliance · 20+ years
20+
Years of experience
150+
Companies advised
8+
Sectors
100%
Confidentiality

Typical situations where I help

Accounting advisory is the answer to questions you don't want to ask the accountant at your accounting firm.

🤔

Interpreting regulations

New tax or accounting regulations and you are unsure how they affect your company. You need a clear, expert answer.

⚖️

Transaction risk

You are planning a contract, restructuring or transaction and want to know the accounting and tax implications.

📊

Optimising the financial model

You are looking for legal ways to optimise tax burdens and improve the financial efficiency of the company.

🔍

Evaluating the accounting firm

You want to verify whether your accounting firm is keeping the books correctly – from the perspective of an independent auditor.

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Choosing accounting policy

You face a choice of valuation, depreciation or presentation methods – you want to know which solution is optimal.

🏦

Preparing for financing

You are applying for a loan or investor and need an independent assessment of the quality of the financial statements.

Forms of accounting advisory

Flexible forms of cooperation – from a one-off consultation to ongoing advisory support.

1
One-off consultation
A concrete answer

You have one question or problem – we arrange a call and you get a concrete answer with reasoning.

2
Written opinion
Formal expert opinion

You need a written opinion – for the management board, a bank or a court. I prepare the expert report.

3
Advisory project
Process support

A complex project (e.g. restructuring, new business model) requires several weeks of work – I engage for the duration of the project.

4
Ongoing retainer
Expert on call

A retainer agreement – I know your context and am available when a question arises. Ideal for active companies.

What does the service cover?

Interpretation of the Accounting Act and IFRS
Assessment of the tax implications of transactions and contracts
Optimisation of cost structure and tax burdens
Advice on accounting policy
Independent assessment of the correctness of settlements
Support in preparation for a financial statement audit
Written expert opinions for court and banking purposes
Verification of the work of the accounting firm or finance department

Do you have a financial question that requires an expert answer?

The first 30-minute consultation is free. Call or write.

No obligation • 20 minutes • quick assessment

What sets JMFC advisory apart?

The experience of a certified auditor is a unique perspective – I see finances from the outside and from the inside.

🎯

Concrete answers, not generalities

I don't say 'it depends' without explanation. You get a concrete answer with reasoning – something you can act on.

🔍

Auditor's perspective

20 years of auditing accounting books gives me a unique sense of what a tax authority or external auditor will see as risky.

🔒

Full confidentiality

Your financial data and questions are confidential. I am bound by the professional secrecy of a certified auditor.

Fast availability

As a sole practitioner I don't go through internal procedures. I respond quickly – when you have a question, you want an answer now, not in a week.

Frequently asked questions

How does accounting advisory differ from the services of an accounting firm?
An accounting firm keeps day-to-day books. Accounting advisory is a higher layer – interpretations, risk assessments, expert opinions and support in making financial decisions. I act independently of your accounting firm.
Can I commission a one-off consultation without an ongoing contract?
Yes, one-off consultations are available and make up a large part of my work. I do not require an ongoing contract.
Do you issue written expert opinions?
Yes. I prepare written opinions for management boards, supervisory boards, banks and court proceedings.

Do you have a question that requires an expert answer?

The first conversation is free and non-binding. Call or write.

No obligation • 20 minutes • quick assessment