Our areas of expertise: Social institutions and non-profit organizations
Consulting for retirement and nursing homes, nursery schools and other care facilities
Are you responsible for the successful operation of a social institution such as retirement home, nursing home, day care centre, etc. and are looking for a competent tax consultant who can consult you comprehensively on all tax, economic and audit-related issues?
Then Advisio is your ideal partner.
For more than 20 years we have been consulting nursing and care facilities of the most various legal forms applying our pronounced expertise. Due to our extensive industry experience, we are also a valued contact partner for professional associations and credit institutions and will be happy to consult you.
It is our objective to solve the economic and tax issues that arise for your company in your interest, while always maintaining a balance between social responsibility and economic activity, to which especially non-profit organizations are subject.
In addition to our general range of services, we also offer tax consulting for social institutions:
- Preparing your financial accounting in line with the standard chart of accounts SKR 45 in accordance with the Care Accounting Ordinance.
- Preparing your payroll accounting in accordance with the requirements of SGB XI, taking into account the industry-specific features of working hours, rosters and tax-free allowances for night and holiday work and possible surcharges exempt from wage tax and social insurance contributions.
- Determining recurring profits or preparing annual financial statements in accordance with the Ordinance on the Accounting and Bookkeeping Obligations for Care Institutions (PBV) with private/business tax returns in compliance with the requirements for VAT and business tax exemption.
- We look for ways to optimise taxes, plan tax prepayments and monitor performance targets together with you.
- We represent you in all matters vis-à-vis the tax office and the social insurance agencies, especially during tax audits by the tax authorities and paid-in premium accounts audits by the German Pension Insurance.
- We consult on business management issues, prepare business assessment (BWA) budget figures, variance analyses and work with you on developing company objectives and concepts and oversee their implementation.
- We compile your documents and prepare your nursing rate negotiations, including the remuneration surcharges according to Art. 43 b German Social Insurance Code (SGB) XI and the investment cost ratio.
- We consult you in all financial matters, purchasing or sales and support you in your expansion and other investment plans.
You, too, can benefit from our many years of experience in the industry and our sound expert knowledge, with which we have been successfully providing competent and reliable support to care institutions of various legal forms for over 20 years.