1.0 Outsourcing / BPO
Accounting BPO for the middle market
Outsource accounting, taxes, payroll and financial routines to a partner who reports in dual GAAP, dual currency and English, and gives your management time and quality information back.
Languages: Portuguese and English · Reporting: BR GAAP · US GAAP/IFRS · Last updated: July 2026
Accounting BPO is the outsourcing, under a single partner, of a company’s accounting, tax filing, payroll and accessory obligations. At PFM, the service includes managerial and statutory accounting, dual-GAAP and dual-currency reporting, and regulatory reporting, including BACEN and IBGE, for Brazilian companies and foreign subsidiaries.
Scope
What's included in PFM's accounting BPO?
PFM’s BPO covers three integrated fronts: accounting and tax, payroll and people, and management reporting. That includes managerial and statutory accounting, tax filing, accessory obligations, payroll, cost accounting, e-invoicing, and dual-GAAP, dual-currency reporting, all under the same coordination.
1.1
Accounting and tax
- Managerial and statutory accounting
- Tax filing and fiscal bookkeeping
- Corporate, tax and labor accessory obligations
- Cost accounting and inventory management
- E-invoicing
1.2
Payroll and people
- Full payroll processing
- HR routine management
- eSocial and EFD-Reinf
- Labor charges and provisions
- Integration with Labor Advisory
1.3
Reporting and controls
- Dual-GAAP reporting (BR and US GAAP/IFRS)
- Dual-currency reporting
- Sub-ledger analytical controls
- Regulatory reporting, BACEN and IBGE
- Monthly closing on the HQ's calendar
Who it's for
Who is PFM's accounting outsourcing for?
The service was designed for two middle-market profiles: subsidiaries of foreign companies that need international reporting and English-language communication, and mid-sized Brazilian companies that want to replace a fragmented backoffice with a single partner at international-firm standard.
Subsidiaries of foreign companies
Brazilian operations with a US or European HQ, that need a reliable local partner, no “lost in translation”.
- English-language communication and reporting
- Closing calendar aligned with HQ
- Native US GAAP/IFRS and dual currency
- Integration with Corporate Hosting for new entrants
Mid-sized Brazilian companies
Growing businesses whose backoffice became a bottleneck, delayed information, fragmented vendors, accumulated tax risk.
- A single partner for accounting, tax and payroll
- Management information to decide, not just paid slips
- Prior organization for M&A or investor entry
- Scale without inflating administrative headcount
Comparison
What's the difference between traditional accounting and PFM's BPO?
Traditional accounting mainly delivers legal compliance. Accounting BPO takes on the end-to-end process, accounting, taxes, payroll and finance, and returns management information: closings on schedule, indicators, and reports that management and HQ actually use to decide.
| Criteria | Traditional accounting | In-house structure | PFM's BPO |
|---|---|---|---|
| Scope | Legal obligations and filings | Depends on the team hired | Integrated accounting, tax, payroll and management reporting |
| International reporting | Rare; manual workarounds | Requires specialized hiring | Native dual GAAP and dual currency |
| Language | Portuguese | Depends on the team | Portuguese and English, including with HQ |
| Cost and scale | Low, but with rework | Fixed and high; hard to scale | Predictable, scales with the operation |
| Accountability | Diffuse across vendors | Internal, with key-person risk | One point of contact accountable for the function |
Method
How does the transition to PFM's BPO work?
The migration follows four steps, diagnosis, transition plan, assisted migration and ongoing operation, planned to occur within a single monthly closing cycle, without interrupting the company’s obligations. PFM leads communication with the prior vendor or team.
01
Operational diagnosis
Review of systems, obligations in progress, latest trial balances and business specifics, in Portuguese or English.
02
Transition plan
Obligations checklist, data and balance migration timeline, ownership definitions and reporting calendar.
03
Assisted migration
Organized transfer from the prior vendor or team, with balance validation and controlled parallel run at the first closing.
04
Ongoing operation and reporting
Monthly routine with closing, indicators and check-in meetings. PFM acts as a business partner, the one accountable for the function, not just deliverables.
Frequently asked questions
Common questions about accounting BPO
Traditional accounting mainly delivers legal compliance. Accounting BPO takes on the end-to-end process, accounting, taxes, payroll and finance, and returns management information: closings on schedule, indicators and reports that management and HQ actually use to decide.
Yes. PFM’s BPO includes dual-GAAP reporting (BR GAAP and US GAAP or IFRS) and dual currency, in the format and calendar HQ requires. We also produce regulatory reports, including BACEN and IBGE, required of foreign-capital companies.
The transition is planned to occur within a single monthly closing cycle, without interrupting obligations. It covers data and balance migration, an accessory-obligations checklist, and formal communication with the prior vendor, all led by PFM’s team.
Yes. The scope includes full payroll processing, management of electronic labor obligations (eSocial and EFD-Reinf) and support to HR routines. For deeper labor-relations needs, the service integrates with PFM’s Labor Advisory.
Yes, it’s one of the firm’s core focuses. PFM serves subsidiaries with HQ in the US and Europe, with English-language communication, a reporting calendar aligned with HQ and, when needed, legal representation of the foreign investor via Corporate Hosting Services.
Basically access: to current systems, the latest trial balances and obligations in progress. During diagnosis, PFM identifies the documentation needed and builds the transition plan, the company doesn’t need to prepare anything on its own before the first conversation.
Related services
Natural complements to this service
2.0
Tax Advisory
Tax review, transfer pricing and compliance for operations that outgrew their complexity.
5.0
Corporate Hosting Services
Legal representation, company registration and tax domicile for the foreign investor entering Brazil.
4.0
Risk Management
Internal controls and governance in the standard HQs and investors expect.
Your backoffice, solved, and reported in your HQ's language
Schedule a diagnostic conversation. In one meeting, we map your operation and show you what the transition to PFM would look like.