Service firms sell time and expertise. Every hour has to turn into margin.
Clinics, professional firms, brokerages, agencies and consultancies: the right tax regime, Factor R, payouts to professionals, margin by client and by professional, and collections on time.
Twelve service businesses, each with its own pressure point.
Hover over each one to see where the risk usually hides, or the money left on the table.
Physicians and clinics
Regime and hospital-rate treatmentClinics that meet the requirements may qualify for lower presumed-profit percentages under Lucro Presumido. We organize owners' compensation, payouts and invoices by professional.
Dental practices
Several dentists, one cash flowPayouts to practitioners, clinic cost allocation and dental lab charges checked every month.
Psychology and therapy
Factor R under SimplesOwners' compensation calibrated to keep the company in the lower-rate annex, without overpaying INSS.
Law firms
Law partnershipsFixed per-professional ISS where the municipality allows it, success fees and profit distributions among partners.
Insurance brokers
Commissions reconciledEach insurer's commission matched against what actually hit the bank account, with brokerage income taxed correctly.
Real estate firms and agents
Pass-through isn't revenueRent passed through to property owners kept separate from the firm's own revenue, with the DIMOB real estate return filed on time.
Engineering and architecture
Revenue by projectProgress billings, withholdings and ISS owed to the municipality where the work is performed, with margin by job and by project.
Marketing agencies
Pass-through mediaMedia bought on the client's behalf kept separate from agency revenue, with margin by account and by campaign.
Consulting and advisory firms
Margin per billable hourHours, projects and profitability by client, so you know which engagement pays for the overhead.
Labs and diagnostics
Health plans and denialsBilling by health plan reconciled against payments received, and denied claims tracked through to recovery.
Gyms and studios
Recurring membershipsMembership plans, late payments and payroll for teachers and instructors under control, with predictable cash flow.
Beauty and aesthetics
Partner-salon modelContracts under Brazil's Partner Salon Law (Lei do Salão-Parceiro), so the professional's share isn't counted as salon revenue.
The right regime, a known margin and cash coming in on time.
Regime and owners' compensation
Simples, Lucro Presumido or Lucro Real, chosen by the numbers and reviewed every year, along with owners' compensation and profit distributions.
Margin by professional and by client
How much margin each professional, engagement or client leaves after payouts, taxes and overhead.
Collections under control
Health plans, memberships, professional fees and commissions reconciled, with follow-up before a late payment turns into a loss.
Every Solidy practice, applied to service businesses.
Results by professional, location and client, with payouts kept separate from the firm's own revenue.
→Tax ComplianceISS, withholdings, Factor R, and the tax filings and reporting obligations of each activity.
→Payroll and HR AdministrationPayroll, owners' compensation and contracts with independent professionals in order.
→Finance OperationsHealth plans, memberships, professional fees and commissions reconciled and collected.
→Tax AdvisoryTax regime, hospital-rate treatment and planning for owners' compensation and profit distributions.
→CFO as a ServicePricing, margin by service and a growth plan backed by numbers.
→Tell us how your firm bills. We'll show you where the margin is.
In the first conversation we look at your tax regime, owners' compensation, payouts and collections. You walk away knowing whether you're overpaying taxes and where to start.