Family Businesses and SMEs

Our Expertise

For more than 20 years, we have been a trusted partner to many small and medium-sized enterprises (SMEs) in the greater Hamburg area. Our approach in the fields of auditing advice, tax consulting and corporate consulting is tailored particularly to the needs of family businesses. Thanks to our many years of experience in core sectors such as trade, service and shipping, we consider ourselves a sparring partner for all important financial decisions and can also support you in dealing with issues like the digitisation and automation of corporate processes as well as planning company succession.

Helmut Heinrich, Wirtschaftsprüfer & Steuerberater

Helmut Heinrich

Public accountant and tax adviser

As a tax adviser, public accountant and current member of the board of the Hamburg Chamber of Tax Advisers, Helmut Heinrich is a reliable partner for family-run businesses with whom you can discuss all your tax-related and business issues. Honest, expert and trustworthy advice is his top priority when providing support to family businesses.

Helmut Heinrich takes time to address all of your concerns and gives you clear recommendations for action, and you can rely on his many years of experience in tax advice, auditing and corporate consulting.​​

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Dirk Jagemann, Steuerberater

Dirk Jagemann

Tax adviser

The dynamics of German tax law continuously confront you, as an SME, with new challenges. The boundaries between tax advice and business management consulting are fluid. As an experienced tax adviser, Dirk Jagemann will proactively support you in the areas of annual financial statements and tax returns through to advice regarding tax structuring.

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Daniela Düwel, Steuerberaterin, Diplom-Betriebswirtin

Daniela Düwel

Tax adviser, Graduated business economist

German tax law is unique, according to a frequently repeated thesis, sixty percent of the tax literature available worldwide is written in German. This seems to confirm the view. Indisputably, tax law in this country is diverse, dynamic and complex. Daniela Duewel has decades of experience in tax consulting. With her competence and reliability, she is at your side in all matters. Daniela Duewel primarily looks after medium-sized family businesses.

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TAX ADVICE

Annual financial statements​ ​

  • Preparation of annual financial statements
  • Surplus revenue accounts

Tax returns

  • Corporation tax
  • Value added tax
  • Trade tax
  • Income tax
  • Capital gains tax registration ​

Financial accounting

  • Assumption of your accounting
  • Preparation for payment transactions
  • Receivables management
  • Controlling
  • Value added tax advance registration ​

Tax consulting​ ​

  • Tax assessments
  • Introduction of tax compliance systems
  • Value added tax consulting
  • Company audits
  • Compensation of minority shareholders
  • Value added tax group
  • Income tax group
  • Self-disclosure
  • Actions before the Fiscal Court and Federal Fiscal Court (BFH)

Payroll accounting and personnel administratio

  • Payroll accounting
  • Special payroll tax issues (benefits in kind, events, social security contributions for artists, illegitimate self-employment)
  • Integration of new companies
  • Onboarding of employees
  • Company pension agreements
  • Electronic personnel file management
  • Optimisation of existing personnel processes
  • Company audits ​

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AUDITING

​Auditing of financial statement

  • Statutory audits of annual financial statements
  • Internal control system
  • Consolidated financial statements
  • Quarterly reports
  • Reporting by subsidiaries

International accounting ​

  • Consolidated financial statements in accordance with IFRS
  • Pragmatic approaches to solving accounting questions
  • Reporting
  • Accounting handbooks

Assurance engagements

  • Recoverability of contributions in kind upon formation and capital increase
  • Operational processes
  • Internal control systems (ISAE 3402)
  • Financial and non-financial information
  • Formation audit
  • Transformation and merger
  • DSD audits
  • Broker and property developer regulation

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CORPORATE CONSULTING

Internal accounting

  • Financing decisions
  • Creation of business plans
  • Balance sheet policies/structuring options
  • Investment advice
  • Cost and performance accounting

Digitisation

  • Financial processes
  • Accounting
  • Document management

Transaction consulting (M & A)

  • Company valuation
  • Financial due diligence

Succession planning

  • Execution of wills
  • Structuring of corporate succession

Process optimisation

  • Internal accounting
  • Controlling
  • Automation of company processes

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Client statements

 

„When we were looking for an auditing firm and tax consultancy to accompany us on our way into digitalised financial processes, we came across Heinrich & Partner. We are impressed by how much we have been able to implement with Heinrich & Partner in the last three years. One additional insight we have gained during this time is that it does not always have to be one of the big law firms that helps you achieve professionalism. We perceive Heinrich & Partner as extremely competent, professional and human, which led us to shift our mandate entirely to H&P.“

Managing director of a medium-sized GmbH from Hamburg

Our team for small and medium-sized enterprises

We are a long-term, sustainable sparring partner for German SMEs – for over 20 years.

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