Baker Tilly Portugal

What Baker Tilly Portugal does

Baker Tilly Portugal is a private professional services firm headquartered in Lisbon with a secondary office in Porto, operating as an independent member of Baker Tilly International, a global network of accounting and consulting firms spanning 147 countries, 754 offices, and 50,400 professionals. The firm provides audit and assurance, tax advisory, governance/risk/compliance, fraud and forensic, ESG, outsourcing, incentives management, and technology risk services to enterprise and mid-market clients, regulated financial entities (Bank of Portugal, CMVM, ASF supervised organizations), high-net-worth individuals, and family-owned businesses.

Its service portfolio is built around regulatory expertise (Notice 3/2020 independent evaluations, AML/CFT, DORA) and tax specialization, with an additional IT Solutions practice that delivers Cegid Primavera ERP implementation, Business Intelligence, Cloud Solutions, API development, an Employee Portal with timesheet registration, and digital tools training. Service delivery follows methodologies and best practices coordinated through the Baker Tilly International network, while client engagements are scoped, priced, and delivered on a custom professional services basis.

The firm generates revenue from professional service fees across eight core streams: audit and assurance, tax advisory (recognized as a Leading Tax Firm in Portugal by International Tax Review), governance risk and compliance, fraud/forensic/disputes, IT solutions and technology consulting, outsourcing (finance, accounting, HR, payroll), grants and incentives management (including Portugal 2030 and EU programs), and ESG advisory. It is a partner-led organization with no public listing, no external private equity backing identified, and a workforce of approximately 92 employees.

Name

Baker Tilly Portugal

Legal name

BAKTL, Shared Services, Lda

Website

https://bakertilly.pt

Company type

Private

Operating status

Operating

Headcount range

51–100 employees

Short description

Baker Tilly Portugal is a private professional services firm in Lisbon and Porto providing audit, tax, governance/risk/compliance, ESG, IT solutions, and incentives advisory to enterprise clients, regulated financial entities, and high-net-worth individuals, as an independent member of Baker Tilly International.

Ownership category

akta.pro rank

Product category

Professional Services (Audit, Tax, and Advisory)

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)

SIC

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

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC) (BPAHAFAL)

Keywords

• Audit and assurance
• Tax advisory services
• Governance risk compliance
• ESG consulting
• Technology risk services

Headquarters

HQ city

Lisbon

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. Audit and Assurance Services: Statutory audits, legal certification of accounts, contractual audits, financial and accounting due diligence. Revenue generated through professional service fees for audit engagements.
2. Tax Advisory Services: Strategic tax planning, tax compliance, direct and indirect tax advisory, transfer pricing, international tax optimization, private client services. Core revenue stream with recognition as Leading Tax Firm in Portugal by International Tax Review.
3. Governance Risk & Compliance Services: Internal control assessments, compliance function outsourcing, money laundering prevention audits, risk management consulting for regulated entities.
4. Fraud, Forensic & Disputes Services: Asset tracing, forensic technology, litigation support, investigation services, business intelligence for fraud and corruption cases.
5. IT Solutions and Technology Consulting: ERP implementation (Cegid Primavera), Business Intelligence, Cloud Solutions, API integrations, digital training, and advisory services for operational optimization.
6. Outsourcing Services: Finance & accounting outsourcing, human resources outsourcing including payroll processing, financial reporting, tax compliance outsourcing.
7. Grants & Incentives Management: Support for EU funding applications, Portugal 2030 programs, SIFIDE, Horizonte Europa, and tax incentive management for clients.
8. ESG Advisory Services: ESG strategy development, sustainability reporting support, carbon footprint assessment, ESG assurance services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Baker Tilly Portugal is a multidisciplinary professional services firm providing audit and assurance, tax advisory, governance risk and compliance, ESG, fraud and forensic investigations, outsourcing, grants and incentives management, and technology risk consulting. Its IT Solutions arm delivers Cegid Primavera ERP implementation, business intelligence, cloud solutions, API integrations, and digital tools training, supported by the Baker Tilly Academy education platform and the global Baker Tilly International network.

Product overview

Baker Tilly Portugal is a professional services firm offering audit, tax, ESG, governance risk & compliance, incentives, outsourcing, and technology risk consulting services. The IT Solutions division provides digital transformation services including Cegid Primavera ERP implementation, Business Intelligence, Cloud Solutions (IaaS/PaaS/SaaS), ERP Maintenance, Digital Tools Training, Employee Portal with Timesheet Registration, and API/Software Integration Solutions. These services work together to support clients' digital transformation needs from ERP implementation through ongoing optimization and integration with existing systems. Baker Tilly Academy provides complementary training programs. The firm operates as part of Baker Tilly International network with global reach while maintaining local expertise in Portugal.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit Services Comprehensive audit services including statutory audit, legal certification of accounts, contractual audit, and financial and accounting audit services validating the accuracy of financial information for corporate and regulated clients.
• Tax Services Strategic tax advisory services covering direct and indirect taxes, tax credit optimization, international tax planning, transfer pricing, VAT, capital markets taxation, expatriate taxation, and M&A tax structuring for corporate and private clients.
• Governance Risk & Compliance Internal control, compliance, anti-money laundering, and risk management services for regulated entities including banks, CMVM-supervised firms, and ASF-supervised insurance organizations.
• ESG Environmental, social, and governance services including ESG strategy development, sustainability reporting support, carbon footprint analysis, and ESG assurance for regulatory compliance.
• Incentives (Grants and Incentives Management) Advisory and management services for grants and incentives, supporting applications for financial and tax incentives, EU funds management, and partner identification for project development.
• Outsourcing Outsourcing services for finance and accounting, human resources, payroll processing, financial reporting, tax compliance outsourcing, and management control for corporate clients.
• Technology Risk IT audit and consulting services including IT audit, Digital Operational Resilience Regulation (DORA) compliance, risk assessments, SOC2 and ISAE 3402 assurance, IT SOx audits, and technology integration following ISACA ITAF, CobiT, and ITIL standards.
• Fraud, Forensic & Disputes Forensic services including asset tracing, forensic technology, e-discovery, litigation support, investigations, and business intelligence for fraud and corruption cases.
• IT Solutions Digital transformation services encompassing Cegid Primavera ERP implementation, Business Intelligence, Cloud Solutions (IaaS/PaaS/SaaS), ERP Maintenance, Digital Tools Training, Employee Portal with Timesheet Registration, and API development for software integration.
• Baker Tilly Academy Educational programs and training courses developed from Baker Tilly's multidisciplinary experience, covering tax (Master in Taxation 2026), finance, soft skills, supply chain tax, cloud computing, family business management, payroll optimization, and international mobility, plus Top Management sessions on governance, internal control, and tax optimization.

Quantifiable outcome

• Indirect Tax Leader named by International Tax Review
• +1 more outcomes

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability4 records

Feature1 record

Partnerships

One partnership is on record.

• Baker Tilly InternationalcoreOthersBaker Tilly Portugal is an independent member firm of Baker Tilly International, a global network of independent accounting and business consulting firms. The network comprises 754 offices across 147 countries with 50,400 professionals generating $6.8 billion in worldwide revenue. Baker Tilly International provides brand licensing, international coordination, and access to global expertise while each member firm operates independently.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Deloitte Portugal: Big 4 incumbent in Portugal offering the full audit, tax, consulting, and risk advisory portfolio. Overlaps with Baker Tilly Portugal on every service line but at vastly greater scale and broader multinational reach.
• EY Portugal: Big 4 incumbent offering audit, tax, transactions, and consulting. Overlaps with Baker Tilly Portugal's regulated-entity and corporate advisory practices as a much larger established competitor.
• PwC Portugal: Big 4 incumbent with comprehensive audit, tax, and advisory services across Portugal. Competes for the largest enterprise and regulated-entity mandates that Baker Tilly Portugal targets through its network affiliation.
• KPMG Portugal: Big 4 incumbent providing audit, tax, and advisory across Portugal. Notable overlap given that several Baker Tilly Portugal senior partners previously worked at KPMG, and competes for the same regulated-entity compliance engagements.

Direct peers

• Grant Thornton Portugal: International mid-tier audit/tax/advisory network with similar Iberian market presence and comparable mid-market client focus. Direct competitor for same regulated-entity and corporate mandates.
• RSM Portugal: Global mid-tier audit and advisory network operating in Portugal. Comparable in scale, service breadth (audit, tax, consulting), and target client segment.
• BDO Portugal: Mid-tier international accounting network with comparable audit, tax, and advisory practices serving mid-market and regulated entities in Portugal. Most direct structural competitor to Baker Tilly Portugal given similar network model, scale, and client profile.
• Mazars Portugal: Mid-tier international audit, tax, and advisory network with a Portugal presence offering overlapping tax planning, statutory audit, and consulting services. Directly comparable size and positioning relative to Baker Tilly Portugal.
• Crowe Portugal: Top-10 international accounting network with audit, tax, and advisory services in Portugal. Closely comparable mid-tier positioning and target customer base.

Regional players

• Baker Tilly Spain: Sister member firm of Baker Tilly International in Spain with similar mid-tier positioning and service portfolio (audit, tax, consulting). Comparable operating model and client segment but serves the Iberian market from a different geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Baker-Tilly-Portugal-1860480270902884
• LinkedInlinkedin.com/company/baker-tilly-portugal
• Instagraminstagram.com/bakertillyportugal/?hl=pt

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Baker Tilly Portugal