Next Auditores

What Next Auditores does

Next Auditores is a privately held Brazilian auditing and business management services firm founded in 2013 and headquartered in Blumenau, Santa Catarina, with branch offices in Curitiba (Paraná) and São Paulo (Av. Brigadeiro Faria Lima). The firm operates four core service lines: independent auditing for industry, commerce, and services; tax consulting, recovery, and planning; specialized investment fund auditing covering FIDC (Credit Rights), FII (Real Estate), FIP (Share), and Investment Clubs under CVM Instruction 555; and strategic business management including M&A advisory, valuation, due diligence, feasibility studies, risk management, competitive intelligence, family succession, and patrimonial shielding. The firm reports having served more than 1,500 businesses and employs between 11 and 50 people.

The firm is owned by its founding partners — Eduard Claus Morsch, Jonas Rosa Portella, and Ricardo Artur Spezia — with credentials spanning MBAs from Wharton, Insper, and FGV, and additional partners Diego Hensel, Soraia Pamplona, and Jackson Allan Sasse (the latter two promoted to partner in 2024). Customer segments include Brazilian companies seeking financial transparency and tax compliance, multinational corporations operating in Brazil, investment funds requiring CVM compliance, and startups needing tax structuring from inception. The technology stack is essentially the firm's accumulated professional expertise in Brazilian auditing and tax regulation; no proprietary AI or software platforms are disclosed.

The business model is engagement-based professional services: direct client relationships with quote-based pricing per scope, a mix of project work and monthly ongoing retainers, and go-to-market executed via direct sales from offices in three cities, supplemented by content marketing through a journal and newsletter. No external institutional funding, PE, or VC involvement is indicated; the company is entirely founder and partner-owned. Revenue is not publicly disclosed.

Name

Next Auditores

Legal name

Next Auditores

Website

https://nextauditores.com.br

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Next Auditores is a privately held Brazilian auditing and tax advisory firm founded in 2013, headquartered in Blumenau with offices in Curitiba and São Paulo. It serves over 1,500 businesses across four service lines: independent auditing, tax consulting, investment fund auditing, and strategic business management.

Ownership category

akta.pro rank

Product category

Auditing and Business Management Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Independent auditing services
• Tax consulting
• Investment fund auditing
• Business management consulting
• Financial compliance

Headquarters

HQ city

Blumenau

HQ country

Brazil

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Auditing: Independent auditing services for industry, commerce, and services sectors, including investment fund audits, tax audits, and financial statement audits.
2. Tax Consulting: Tax advisory services including tax planning, tax recovery, and tax function auditing for Brazilian companies and multinational corporations.
3. Business Management Services: Strategic consulting including feasibility analysis, risk management, financial projection planning, mergers and acquisitions, valuation, and business planning services.
4. Investment Fund Auditing: Specialized audits for investment funds including FIDC, FII, FIP, and Investment Clubs, with monthly reporting on investments.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Next Auditores provides independent auditing, tax consulting, investment fund auditing, and business management services primarily to Brazilian companies and multinationals operating in Brazil. The firm offers four core service lines - Auditing, Tax, Investment Funds, and Business Management - delivered through customized engagements and ongoing monthly retainer relationships across its three offices in Blumenau, Curitiba, and São Paulo.

Product overview

Next Auditores is an auditing and business management services boutique offering four core service lines: Auditing Services, Tax Services, Investment Funds Auditing, and Business Management. The portfolio includes specialized sub-services such as FIDC/FIP/FII auditing, IFRS compliance, due diligence, valuation, mergers & acquisitions, business planning, competitive intelligence, and family succession planning. The company serves over 1500 businesses, helping global companies succeed in Brazil and Brazilian companies expand internationally.

Differentiator

Problem solved

Functional benefit

Products and services

• Auditing Services Independent auditing services for industry, commerce, and services sectors covering financial control, internal controls, HR auditing, IFRS compliance, and judicial recovery. Designed for Brazilian companies and multinational corporations requiring statutory and value-added audit assurance.
• Tax Services Comprehensive tax function auditing including tax consulting, credit recovery, tax planning, ancillary obligations review, and tax management for startups. Aimed at Brazilian companies seeking compliance and tax optimization.
• Investment Funds Auditing Expert auditing services for investment funds including FIDC (Credit Rights Investment Funds), FII (Real Estate Investment Funds), FIP (Share Investment Funds), Investment Clubs, and CVM Instruction 555 compliance. Includes asset recovery studies, ballast audits, and appraisal reports for fund managers requiring regulatory compliance.
• Business Management Strategic business management services including advanced cost analysis, feasibility studies, risk management, financial projection planning, mergers and acquisitions, valuation, competitive intelligence, due diligence, patrimonial shielding, family succession, and business planning. Aimed at companies seeking strategic growth consulting.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• PwC Brazil: PwC is a Big 4 firm with a large Brazilian practice across audit, tax and consulting. It overlaps with Next Auditores on financial-statement audits, tax compliance and M&A advisory for medium and large enterprises in Brazil.
• KPMG Brazil: KPMG is one of the Big 4 global audit and advisory firms operating in Brazil with a full portfolio spanning audit, tax and deal advisory. It competes directly with Next Auditores for mid-market and large-cap audit and tax mandates, particularly for investment funds and multinationals operating in Brazil.
• EY (Ernst & Young) Brazil: EY Brazil is a Big 4 firm providing audit, tax and transaction advisory services to corporates and financial institutions. It directly competes with Next Auditores in financial-statement audit, tax consulting and investment-fund assurance work.
• Deloitte Brazil: Deloitte operates a sizable audit, tax and consulting practice in Brazil serving large corporates and investment funds. It competes with Next Auditores for higher-end audit and tax mandates and offers broader consulting capacity.

Direct peers

• BDO Brazil: BDO is one of the largest mid-tier global audit and accounting networks with a strong Brazilian presence, serving mid-market companies, investment funds and family businesses. Its service mix (audit, tax, advisory) and mid-market focus make it a direct competitor to Next Auditores.
• Mazars Brazil: Mazars is an international audit, tax and advisory firm with a Brazilian presence focused on mid-sized companies and investment funds. Its service mix and target market overlap with Next Auditores' audit, tax and investment fund practice.
• Baker Tilly Brazil: Baker Tilly is a global mid-tier accounting and advisory network with Brazilian offices serving mid-market companies and family businesses. It is comparable to Next Auditores in audit, tax consulting and business management services.
• Grant Thornton Brazil: Grant Thornton operates a global mid-tier audit and advisory network with a Brazilian practice serving mid-sized corporates and funds. Its positioning between Big 4 and local boutiques makes it a close peer in the same target market as Next Auditores.
• Crowe Brazil: Crowe is an international mid-tier audit and advisory network with a Brazilian practice focused on mid-market audits, tax and consulting. It overlaps directly with Next Auditores in offering audit, tax and advisory services to Brazilian corporates and funds.
• RSM Brazil: RSM is a global mid-tier audit, tax and consulting network with operations in Brazil focused on mid-market and privately-held companies. It directly competes with Next Auditores on financial audits, tax planning and business advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/nextauditores
• LinkedInlinkedin.com/company/next-auditores-independentes

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 Next Auditores