CERB

What CERB does

CERB – Contabilidade e Gestão SA is a privately held Portuguese professional services firm founded in 1987 and headquartered in Lisbon, with primary service-delivery operations at Beloura Office Park in Sintra. The company provides outsourced and advisory services across accounting, payroll, human resources, tax, business process outsourcing, auditing and evaluation, reporting and budgeting, investment projects, and incentive-scheme applications. Its service portfolio is organized into four internal departments (Accounting; Human Resources; Organization and Procedures; Financial Consulting), supplemented by dedicated service lines for private individuals and self-employed professionals. CERB operates a sales-led, professional-services go-to-market, delivering engagements either on-site at its own offices or embedded at client locations, and acquires clients primarily through referrals, professional networks and content-driven website traffic rather than productized channels.

CERB serves more than 600 clients across at least eleven verticals — hospitality, trade and distribution, industry and agriculture, financial and healthcare services, construction and real estate, professional services, foundations/associations, public authorities, holdings/SGPS, investment funds, and self-employed professionals — which implies a diversified SMB book of business with no publicly disclosed concentration. Service delivery is supported by proprietary IT programs owned by CERB (some licensed to clients) and an integrated solutions platform that interoperates with a broad set of client accounting stacks, including SAP, Oracle, Microsoft Dynamics NAV, PRIMAVERA, PHC, SAGE, SENDYS and ALIDATA. The firm employs 60 full-time staff (90% holding Bachelor's or Master's degrees; average tenure 8.5 years), supervised by Managers and Partners, and complements in-house capability through privileged relationships with chartered accountants, tax law experts, law firms, IT consultants and academic partners.

Revenue is generated through fee-based professional service engagements billed to clients on a quote-by-engagement basis; no public pricing tiers or revenue disclosures exist. The company is GDPR-compliant, registers a data protection officer, and offers international consolidation and reporting for clients with cross-border footprints, though its core operating geography is Portugal. CERB is independently owned, has no disclosed external investors or subsidiaries, and operates without a mobile app, public API, disclosed AI capabilities, or disclosed patents.

Name

CERB

Legal name

CERB – Contabilidade e Gestão SA

Website

https://cerb.pt

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

CERB is a privately held Portuguese professional services firm founded in 1987 that provides outsourced accounting, payroll, HR, tax, BPO, auditing and financial consulting to more than 600 SMB clients across 11 verticals, delivered on-site or at client locations and supported by proprietary IT and multi-ERP expertise.

Ownership category

akta.pro rank

Product category

Professional Accounting & Business Consulting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Management Consulting Services (541618), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

akta.pro secondary industries

Accounts Payable (Invoice Processing, 2/3-Way Match, Vendor Payments) (BPAAAGAA), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Accounting services
• Payroll processing
• Business process outsourcing
• Financial consulting
• Tax advisory

Headquarters

HQ city

Sintra

HQ country

Portugal

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services Fees: Fee-based consulting services for management support, accounting, human resources management, and business organization. Services include accounting supervision, payroll processing, account consolidation, and business process outsourcing. Revenue generated through professional service engagements billed to clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

CERB is a Portuguese consulting firm delivering outsourced accounting, payroll, human resources, business process outsourcing, auditing, tax, budgeting, and financial advisory services to organizations across multiple sectors. The service portfolio is organized into four dedicated departments — Accounting, Human Resources, Organization & Procedures, and Financial Consulting — and is supported by proprietary IT programs and integration with major ERP systems.

Product overview

CERB is a consulting company specializing in management support services, financial accounting, human resources management, and business organization. The company operates as a unified service portfolio organized into four main service areas: Accounting (including General/Cost Accounting, Accounting Supervision, Consolidation of Accounts, and Other Accounting Services); Human Resources (including Payroll Processing, Hiring/Dismissal, and Other HR Services); Organization and Procedures (including BPO/Outsourcing, Analysis of Procedures, Temporary Replacement, Domiciliation/Office Administration, and Administrative Support Tasks); and Financial Consulting (including Reporting/Budgeting, Auditing/Evaluations, Taxation, Investment Projects, and Incentive Schemes). The company also serves Private and Self-Employed Professionals. Services are delivered either at CERB's offices in Beloura Office Park or at client facilities, and support various ERP systems including SAP, Microsoft Dynamics NAV, Oracle, PRIMAVERA, PHC, SAGE, SENDYS, and ALIDATA.

Differentiator

Problem solved

Functional benefit

Products and services

• Contabilidade Geral e Analítica (Financial and Cost Accounting) General and cost accounting execution for businesses including Chart of Accounts preparation, tax return filing, asset inventory, account reconciliation, and periodic management reports. Intended for organizations needing ongoing bookkeeping and statutory compliance.
• Processamento de Vencimentos (Payroll Processing) Payroll calculation and receipt issuance, freelancer receipt processing, tax and social security obligations, absence control, annual leave planning, staff register maintenance, insurance and pension fund management for organizations with employees.
• Supervisão de Contabilidade (Accounting Supervision) Technical responsibility and guidance on accounting procedures and tax obligations, including monitoring, advice, complex entry execution, and tax return preparation and submission for organizations with internal accounting teams.
• Consolidação de Contas (Consolidation of Accounts) Specialized resources and programs for consolidation of national or international accounts, including assessment of consolidation obligations and preparation of consolidated financial statements for groups including listed companies.
• BPO - Business Process Outsourcing Execution of specific administrative, accounting, and financial tasks to reduce or eliminate existing structures, including accounting, payroll, invoicing, accounts receivable/payable, and leasing/financing/insurance movements for organizations seeking to outsource back-office functions.
• Auditorias e Avaliações (Auditing and Evaluations) Specialized opinion services supporting business evaluation including auditing, due diligence, account auditing, company evaluations, investment project evaluations, and asset impairment evaluations for organizations needing third-party financial opinion support.
• Reporting e Gestão Orçamental (Reporting and Budgeting) Budget preparation, budget management and control, national and international reporting, and design of follow-up dashboards (tableau de bord) for organizations needing management control and reporting infrastructure.
• Fiscalidade (Taxation) Information on legislative changes, review and advice on applicable tax frameworks, support in preparation of applications and claims, and preparation or supervision of tax obligations for organizations.
• Projetos de Investimento (Investment Projects) Business model and business plan preparation, assessment and simulation model setup, financing application preparation, and accounting/budgetary support model definition for organizations evaluating or executing investment projects.
• Sistemas de Incentivos (Incentive Schemes) Information on available incentive schemes, investment framing assessment, application preparation, execution control, and payment request preparation for organizations seeking public or sectoral incentive funding.
• Análise de Procedimentos (Analysis of Procedures) Assessment of company workflow, employee functions, and IT solutions to optimize administrative flows and computerized solutions for organizations seeking operational improvement.
• Contratação e Demissão (Hiring and Dismissal) Payable amount simulations, contractual/administrative obligations, and incentives processing including information, application preparation, execution control, and administrative obligations for organizations managing hiring and termination processes.
• Outros Serviços em Recursos Humanos (Other HR Services) Information on applicable legislation, statistical statements, procedure and IT solution implementation support, technical supervision, human resources supply, and temporary replacement for organizations needing supplementary HR expertise.
• Substituição Temporária de Funções (Temporary Replacement of Functions) Temporary or permanent filling of vacancies in administrative and financial areas to address temporary absences or occasional workload needs for organizations.
• Domiciliação e Expediente Geral (Domiciliation and Office Administration) Services for non-residents, foreigners, and SGPS including head office domiciliation, mail domiciliation, secretarial services, registration, licensing, certification, meeting space, and company establishment support.
• Tarefas de Suporte Administrativo (Administrative Support Tasks) Administrative support services including invoicing and SAFT certified files, treasury operations, document management, various declarative obligations (INTRASTAT, COPE, IMPIC, IUC), and SME certification for organizations.
• Outros Serviços de Contabilidade (Other Accounting Services) Account reconciliations, inventory of goods and fixed assets, accounting system and chart of accounts setup, IT solution support, auditor and tax inspection accompaniment, and temporary replacement of qualified technicians for organizations.
• Particulares e Profissionais Independentes (Private and Self-Employed Professionals) Tax return preparation and submission for private individuals, organized accounting preparation and tax obligations for freelancers and independent professionals, and family office services.

Quantifiable outcome

• 600+ active clients across diverse sectors
• +1 more outcomes

Segments11 records

Ideal customer profiles10 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Chartered Accountants and Auditing CompaniescoreStrategic or Co-development PartnerPrivileged relationships established over time with chartered accountants and auditing companies for integrating skills and providing comprehensive responses to client needs requiring specialized auditing and accounting expertise.
• Tax Law Experts and Law FirmscoreStrategic or Co-development PartnerRelationships with tax law experts and law firms specializing in various legal fields to complement CERB's services with legal and fiscal advisory capabilities.
• Universities, University Teachers and AcademicsminorStrategic or Co-development PartnerAcademic partnerships for accessing specialized knowledge, research capabilities, and professional development in accounting and management fields.

Scale indicators3 records

Recent moves1 record

Expansion highlights6 records

Broad incumbents

• BDO Portugal: Mid-tier international accounting and advisory network with Portuguese operations offering audit, tax, and outsourcing services across all sectors CERB serves; competes for SME BPO and accounting mandates.
• Grant Thornton Portugal: Global mid-tier accounting network operating in Portugal, offering audit, tax, and advisory services; competes with CERB for SME and mid-market advisory work.
• Mazars Portugal: International accounting, tax, and advisory firm with Portuguese offices providing audit, BPO, and consulting services overlapping substantially with CERB's integrated offering.

Direct peers

• Kreston Portugal: International accounting network serving SMEs and mid-market clients in Portugal with audit, tax, and advisory services — comparable mid-tier positioning to CERB.
• Baker Tilly Portugal: Global mid-tier accounting network active in Portugal, offering audit, tax, and advisory services to SMEs and mid-market businesses with similar integrated service delivery.
• PKF Portugal: International accounting network with Portuguese member firms delivering audit, tax, accounting, and consulting services to SMEs — closely comparable in scale and service mix to CERB.
• RSM Portugal: International accounting network with Portuguese presence offering audit, tax, and consulting services to mid-market companies; comparable scale and target segment to CERB.
• Rödl & Partner Portugal: International integrated professional services firm with Portuguese presence offering audit, tax, legal, and consulting — overlapping significantly with CERB's multidisciplinary offering.
• Crowe Portugal: Global accounting network with Portuguese operations providing audit, tax, and advisory services to SMEs and mid-market clients; similar positioning to CERB.
• HLB Portugal: International accounting network with Portuguese member firms providing audit, tax, accounting, and advisory services to SMEs and mid-market clients in similar sectors to CERB.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CERB