Customer portfolio administration office with recurring revenue

The portfolio consists of customers using administrative and tax services. The work consists mainly of processing administrations, providing VAT returns, income tax returns, corporate tax returns, financial statements and general tax/administrative support throughout the year. Around 90% of clients use ongoing services on a subscription basis, supplemented by occasional advisory and remedial work. Last 10% consist of one-time assignments such as preparation of financial statements or forecast.

Markets & customer groups
The portfolio focuses on the Dutch market and consists largely of zzp'ers, sole traders and Vofjes. Some holding companies and operating companies in the SME segment are also part (BVs with only DGA, no or almost no staff).... Clients operate in a variety of sectors, including services, retail, hospitality, healthcare and construction/implementation. The portfolio is therefore widely spread and not dependent on a specific industry

Strengths
The portfolio is built on personal contact, low drop-out rates and a practical, approachable way of working together. Clients particularly appreciate the direct communication, the speed of switching and the fact that active thought is given to fiscal and administrative issues. In addition, many of the processes have already been set up digitally, which facilitates the transfer and continuation. The portfolio also includes clients with recurring work, which means there is structural revenue instead of just individual assignments.