How do we work in our advisory firm? What will we do for clients? What does the client need to do now? WORKING WITH THE ADVISORY FIRM

2 min. de lecturaúltima actualización: 02.10.2026

Good morning,

Once we receive your details, we will send you an email with brief operating instructions and our service agreement, which you will be able to sign via SMS.

After signing the contract, you will receive a monthly invoice for our services, and two weeks later the amount will be automatically debited from your account. Manual payments are not required.

In the instructions we will send you (or may have already sent), you will find a link to the private area, where you must upload all your invoices and any other documents related to expenses and income. This will be the only requirement from your side for us to carry out our work.

On our side, at the end of each quarter we will send you your tax results and an activity summary, we will maintain your bookkeeping, and we will prepare and file all quarterly and annual tax returns related to your activity. You will not need to worry about deadlines or administrative follow-ups.

If you have any questions or queries, you may contact us at any time via this WhatsApp number: +34 628 99 00 00 or by email at: hola@pba.top.
We can also arrange a call on the day and at the time that suits you best.

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