CMR MED · Management
Accounting for clinics in Brazil
Accounting, tax and payroll for clinics operating in Brazil: incorporation and regularization of the medical entity, taxes, payroll and planned partner withdrawals, by the same team that runs the clinic’s finance routine.
What you receive
- 01List of pending itemsOnboarding
- 02Clinic calendarCalendar
- 03Tax forms and returnsRoutine
- 04Monthly statementsClose
01Who it is for
Common situations and scope of service
Common situations
- Tax regime chosen at incorporation and never reviewed
- Physician partners withdrawing money without a plan
- Permits and licenses expiring with no warning
- An accountant who only shows up to ask for documents
Scope of service
- Incorporation and regularization of the medical entity
- Annual comparison of tax regimes
- Taxes and returns filed on schedule
- Payroll, owners’ compensation (pró-labore) and eSocial
- Planning of partner withdrawals
- Review of taxes overpaid in the last five years
02How it works
How it works, in four steps
Each step leaves a written deliverable. The line shows work coming in disorganized and leaving as a routine.
01Onboarding
Documents, access and a survey of pending items.
OutputList of pending items
02Calendar
Filings and licenses with dates and owners.
OutputClinic calendar
03Routine
Tax calculation, payroll and filings.
OutputTax forms and returns
04Close
Trial balance and a conversation with the partners.
OutputMonthly statements
03In practice
The clinic’s filing calendar
Each filing with its date and status, including the license renewal reminder. Tap a date to see what is due.
Illustrative calendar of Brazilian filings. Exact dates depend on the tax regime, the city and the clinic’s licenses.
04Division of responsibilities
Division of responsibilities
What stays with our team and what stays with the clinic in each part of the routine.
| Activity | CMR MED | Clinic |
|---|---|---|
| Monthly documents | Sends the list and tracks what is missing | Sends invoices, statements and payroll information |
| Tax calculation | Calculates, checks and sends | Pays or authorizes payment |
| Licenses | Flags renewals well in advance | Arranges inspections and documents |
| Tax regime | Compares the regimes once a year | Decides based on the comparison |
| Partner withdrawals | Plans amounts and method | Approves the rule |
05Frequently asked questions
Frequently asked questions
Can the clinic pay less tax?
It depends on revenue, payroll and the clinic’s structure. The annual comparison shows the numbers for each tax regime before any change.
Do you recover overpaid taxes?
When the review finds amounts overpaid in the last five years, the recovery claim becomes a separate engagement with its own proposal.
Do you serve solo practices?
Yes, from a solo practice to a clinic with several locations.
How does switching accountants work?
We request the files from the previous firm, review pending items and take over from the agreed month.
06Next step
A 30-minute call to understand your case
Replies during business hours (Brazil time), on the same number as the phone.
Open chatCalendar
30-minute callTo understand where the clinic stands and what concerns the partners.
Book a call