Patrício, Moreira, Valente & Associados, SROC - RSM Portugal

Name

Patrício, Moreira, Valente & Associados, SROC - RSM Portugal

Legal name

Patrício, Moreira, Valente & Associados, SROC

Website

https://rsmi.pt

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Audit & Accounting Services

NAICS

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

akta.pro industry

PRIMARYBPAAAGAI

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

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

SECONDARYBPAAAGAC

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

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

Keywords

• Statutory audit services
• Tax consulting
• Accounting advisory
• Business consulting
• Financial reporting

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Patrício, Moreira, Valente & Associados, SROC is a Portuguese statutory audit firm (SROC - Sociedade de Revisores Oficiais de Contas) that provides audit, tax, and consulting services to businesses in Portugal. Operating as RSM Portugal, the firm is a member of the RSM International global network of independent audit, tax, and consulting firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Statutory Audit Services Statutory audit services performed by a registered SROC (Sociedade de Revisores Oficiais de Contas) firm in Portugal, targeting companies subject to mandatory or voluntary statutory audits.
• Tax Consulting Services Tax advisory and compliance services offered to businesses in Portugal, leveraging the RSM International network.
• Business Consulting Services General business advisory and consulting services to Portuguese companies, supported by the RSM International network's global expertise.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights1 record

Broad incumbents

• EY Portugal: EY is a broad incumbent Big 4 firm operating in Portugal with a broad audit, tax, transaction, and consulting portfolio serving large-cap and listed-entity clients — defining the top of the Portuguese audit market.
• PwC Portugal: PwC is a broad incumbent: a Big 4 firm with a substantial Portuguese practice offering comprehensive statutory audit, tax, and advisory services, dominating the large-entity audit market that RSM Portugal's mid-market focus does not directly target.
• Deloitte Portugal: Deloitte is a broad incumbent: one of the Big 4 operating a large Portuguese practice offering the full statutory audit, tax, consulting, and advisory portfolio to enterprise and large-cap clients, setting the upper competitive benchmark for audit firms in Portugal.
• KPMG Portugal: KPMG is a broad incumbent Big 4 firm with a Portuguese practice covering the full audit, tax, and advisory stack for large enterprises — representing the scale ceiling in the Portuguese statutory audit market.

Direct peers

• Mazars in Portugal: Mazars Portugal is a direct peer: an international audit, tax, and advisory network operating a Portuguese member firm of comparable scale and mid-market positioning to RSM Portugal, competing for the same statutory audit and compliance mandates.
• Moore Portugal (Moore Global): Moore Global's Portuguese member is a direct peer in the same global mid-tier audit network tier as RSM Portugal, competing for statutory audit and compliance mandates from SME and mid-market clients in Portugal.
• BDO in Portugal: BDO is the closest direct peer to RSM Portugal: a top-tier mid-market audit, tax, and advisory network operating in Portugal with multiple offices and a comparable mid-market client focus. Both serve Portuguese SMEs and mid-market companies requiring statutory audit under a global network umbrella.
• Baker Tilly Portugal: Baker Tilly Portugal is a direct peer within the same mid-market audit, tax, and consulting network tier as RSM, offering comparable statutory audit services to Portuguese SMEs and competing for similar mid-market engagements.
• Grant Thornton Portugal: Grant Thornton Portugal is a direct peer: another global mid-market accounting network with a Portuguese member firm of similar size, focused on statutory audit, tax, and advisory services for SMEs and mid-market clients — directly comparable to RSM Portugal.
• Crowe Portugal (Crowe Global): Crowe Global's Portuguese member is a direct peer: a similarly-sized global mid-tier audit and advisory network serving overlapping SME and mid-market statutory audit clients in Portugal.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/patr-cio-moreira-valente-&-associados-sroc---rsm-portugal

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 Patrício, Moreira, Valente & Associados, SROC - RSM Portugal