Orteco Assessoria Contábil

What Orteco Assessoria Contábil does

Orteco Assessoria Contábil is a privately-held Brazilian accounting and tax advisory firm headquartered at Av. Alberto Bins, 362 in central Porto Alegre, Rio Grande do Sul. Founded in 1973 by Sr. Rafael Severino and currently operated by his partner Laurete and daughter Viviane following family succession, the firm has operated continuously for over 50 years. It offers full-service accounting structured around five core departments: Departamento Fiscal (tax), Departamento Contábil (accounting), Departamento Pessoal (HR/payroll), Departamento Societário (corporate/legal entity), and Departamento do Empreendedor (individual entrepreneur), with additional specialized service lines for healthcare clinics, IT companies, franchises, law firms, and architecture/engineering practices.

The firm's underlying technology stack is modest and relies primarily on third-party tooling rather than proprietary systems. Service delivery combines manual professional expertise with a 24-hour digital client portal (powered by Onvio), electronic document management for fiscal records, and cloud/local backup architecture. Department-specific dedicated WhatsApp lines (Fiscal, Societário, Contábil, Pessoal, Diretoria) and email channels function as the primary day-to-day client touchpoints, alongside in-person consultations at the Porto Alegre office.

Orteco monetizes through quote-based monthly retainer arrangements tailored to each client's business type and complexity, with free initial consultations used as a sales conversion mechanism. The go-to-market is sales-led and relationship-driven, supported by content marketing via a tax-focused blog, organic social presence on Instagram and Facebook, and a strong referral culture evidenced by client testimonials dating back to 1995. Customer segments span SMBs across healthcare, retail, professional services, IT, and individual taxpayers (DIRPF), all concentrated in the Porto Alegre / Rio Grande do Sul region.

Name

Orteco Assessoria Contábil

Legal name

Orteco Assessoria Contábil

Website

https://ortecoassessoria.com.br

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

11–50 employees

Short description

Orteco Assessoria Contábil is a privately-held, 50-year-old accounting and tax advisory firm in Porto Alegre, Brazil, serving SMBs and individuals across healthcare, IT, legal, franchise, and retail verticals through five specialized departments and monthly retainer engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Porto Alegre, Rio Grande do Sul

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Tax Services: Professional accounting services including tax filing, bookkeeping, financial management, and regulatory compliance for businesses and individuals. Services are delivered through dedicated departments with monthly retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Orteco Assessoria Contábil is a Brazilian accounting and tax advisory firm offering complete outsourced accounting, tax, payroll, corporate, and personal income tax services. The firm is organized into specialized departments (Fiscal, Contábil, Pessoal, Societário, and Empreendedor) and delivers services to SMBs and individual taxpayers in Porto Alegre and across Rio Grande do Sul, supported by a digital client portal (Onvio) for 24-hour document and financial information access.

Product overview

Orteco Assessoria Contábil is an accounting and tax advisory firm offering a comprehensive suite of services structured around five core departments: Departamento Fiscal (Tax), Departamento Contábil (Accounting), Departamento Pessoal (HR/Personnel), Departamento Societário (Corporate/Legal), and Departamento do Empreendedor (Entrepreneur). The firm provides industry-specialized accounting for healthcare, IT, franchises, law firms, and architecture/engineering practices, along with specialized personal income tax services (DIRPF) and customized tax planning. The offering is organized as a full-service accounting firm rather than a software platform, combining manual expertise with technology tools including a client portal (Onvio) for 24-hour digital access.

Differentiator

Problem solved

Functional benefit

Products and services

• Assessoria Contábil (Accounting Advisory Services) Full-service accounting and bookkeeping for Brazilian companies, including journal entries, financial statement preparation, and regulatory compliance.
• Departamento Fiscal (Tax Department) Tax services including electronic bookkeeping of fiscal documents, EFD Fiscal/Contribuições/Reinf filings, tax return preparation (DAS, IPI, PIS, COFINS, ICMS, ISSQN), fiscal document issuance guidance, and tax refund/compensation processes.
• Departamento Contábil (Accounting Department) Accounting department handling document processing, financial statement preparation, monthly and annual obligation filings, federal/state/municipal registrations, tax classification and definition, asset control, and management reports.
• Departamento Pessoal (HR/Personnel Department) Personnel services including employee hiring and maintenance, payroll processing (salaries, bonuses, PLR, 13th salary), contractor payments (RPA), FGTS/INSS filings, CAGED, e-Social compliance, vacation tracking, collective agreement application, and RAIS annual reports.
• Departamento Societário (Corporate/Legal Entity Department) Corporate services covering company registration, business legalization, company opening and closure, corporate alterations, and government liaison for company formation across all business types.
• DIRPF - Declaração do Imposto de Renda Pessoa Física Personal income tax declaration service for individual taxpayers (Pessoa Física), including preparation, filing, processing follow-up, and audit/IRS mesh support; recognized as a market reference for DIRPF in the region.
• Departamento do Empreendedor (Entrepreneur Department) Individual entrepreneur services including cash book accounting (carnê leão), capital gains calculation, income tax return preparation and amendment, municipal permits, professional registration, and domestic employee e-social registration.
• Planejamento Tributário (Tax Planning) Tax planning and financial control services using techniques and tools to help manage business finances, save time, and optimize organizational processes.
• Gestão Tributária Personalizada (Customized Tax Management) Personalized tax management services providing customized approach to tax obligations and strategy.
• Finanças Pessoais e Empresariais (Personal and Business Financial Management) Personal and business financial management services that help clients focus on their core business operations.
• Contabilidade para Clínicas e Profissionais da Saúde (Healthcare Accounting) Specialized accounting services for healthcare clinics and medical professionals, addressing healthcare-specific tax regulations and billing compliance.
• Contabilidade para Empresas de TI (IT Company Accounting) Specialized accounting services for IT and software companies, addressing tech industry tax incentives, software revenue recognition, and R&D tax credits.
• Contabilidade para Franquias (Franchise Accounting) Multi-location franchise accounting and compliance, including franchise fee tracking and royalty compliance.
• Contabilidade para Escritórios de Advocacia (Law Firm Accounting) Specialized accounting services for law firms and legal practices, addressing professional practice tax requirements, client fund accounting, and bar association compliance.
• Contabilidade para Escritórios de Arquitetura e Engenharia (Architecture & Engineering Firm Accounting) Specialized accounting services for architecture and engineering firms, addressing project-based revenue tracking and professional licensing compliance.

Quantifiable outcome

• 50+ years of continuous operation and client satisfaction
• +1 more outcomes

Named customers5 records

Segments8 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Consultoria Empresarial PartnerssupportingStrategic or Co-development PartnerSpecialized business and legal consulting partners who work alongside Orteco to provide comprehensive advisory services to clients beyond core accounting functions.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Emerging players

• Conta Azul: Conta Azul is a Brazilian SaaS platform for SMB financial management (invoicing, bookkeeping, taxes) that increasingly bundles accounting services — an emerging fintech/accounting player with overlapping customer base to Orteco.

Others

• Thomson Reuters (Onvio): Thomson Reuters provides the Onvio client portal that Orteco uses for digital client access; an enabling technology and compliance-software provider rather than a competitor, but highly relevant to how Orteco delivers its services.

Broad incumbents

• RSM Brasil: RSM is a global mid-tier accounting and advisory network with a Brazilian member firm offering tax, accounting, and consulting to mid-market clients — overlapping with Orteco's accounting and tax-advisory mix at a larger firm scale.
• Deloitte Brasil: Deloitte operates a large audit, tax, and consulting practice in Brazil covering accounting outsourcing and tax compliance — overlapping with Orteco's core services but focused on larger enterprise and multinational clients.
• PwC Brasil: PwC is a Big 4 professional services firm with a broad Brazilian accounting, tax, and advisory practice serving mid-market and enterprise clients; comparable to Orteco on tax and accounting services but vastly larger in scale and segment.
• Grant Thornton Brasil: Grant Thornton's Brazilian member firm provides audit, tax, and advisory services to mid-market and growth-oriented businesses — comparable to Orteco on tax compliance and advisory, with broader capabilities and resources.
• BDO Brasil: BDO is a global mid-tier accounting network with a sizable Brazilian presence providing audit, tax, and outsourcing to SMBs and mid-market companies — a meaningful comparable to Orteco on SMB and tax services, with broader geographic reach.
• EY Brasil: EY's Brazilian practice provides tax, accounting, and advisory services across industries including healthcare, tech, and consumer — comparable in service mix to Orteco's vertical specialization, though at significantly larger client scale.

Direct peers

• Agilize: Agilize is a Brazilian online accounting and financial management platform targeting small and medium businesses with subscription-based bookkeeping, tax filing, and advisory — a digitally-native peer with overlapping SMB accounting and DIRPF services to Orteco.
• Contabilizei: Contabilizei is one of Brazil's largest tech-enabled online accounting firms serving SMBs and individuals with a digital portal, automated bookkeeping, and tax compliance — directly comparable to Orteco's SMB accounting and DIRPF offerings, with a stronger digital-acquisition motion.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Orteco.contabilidade
• Instagraminstagram.com/orteco_assessoria_contabil
• LinkedInlinkedin.com/company/orteco-assessoria-cont%C3%A1bil

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Orteco Assessoria Contábil