BUSINESS CONSULTING

Business
consulting

DEVELOPMENT

Development and
real estate management

BOOKKEEPING

Accounting,
taxes and payroll

About us

The company SOPHISTIC INVESTMENT a.s. was established in 2005 and today, with the gradual expansion of its services, employs more than 10 experienced experts, consultants and project managers in three divisions: Business consulting, Real Estate Development and Management, Accounting, taxes and wages.

Principles of cooperation with our clients

Professionalism

Expertise, perfect orientation in the relevant legislation and constant education are completely natural to us. We realize that education itself is not enough. That is why we try to use our expertise properly to find the most suitable solutions for our clients. Over decade of experience is an important prerequisite for our work to achieve a high standard of quality.

Trust

In order to be good counselors, we need to be receptive and attentive listeners, with the ability to properly understand the needs of our clients and to look for the right solutions. Confidence from employees, clients, all individuals and organizations associated with our company is very valuable to us and is also the force that shapes us. Trust gives people action that is aimed at the good of all those involved.

Responsibility

Responsibility to a client means for us to assist him with the maximum commitment. However, we also recognize our social responsibility. From that derives consistency in adhering to ethical principles, integrity of the whole team and each employee separately.

Teamwork

We are convinced that the basis of quality and meaningful work is the high demands on people without overloading them, focusing on their individuality and uniqueness. Different skills and qualities of people working together in a team are an ideal prerequisite for mutual benefit and, above all, benefits for clients.

Our vision

Our vision is to help clients build and develop effective management for companies and projects. We stand firmly on the side of our clients and help we them meet their expectations, needs and goals in various areas of their business – from strategy, sales, marketing, accounting, human resources and IT.

Services

Business consulting

Transaction Advisory

Due diligence
Mergers and Acquisitions (M&A) Advisory
Business valuation
Transaction structuring

Crisis management and business transformation

Assistance in stabilizing the acute crisis situation, increasing revenues, reducing costs and optimizing working capital, receivables / non-performing loan management, restructuring, optimal closure,…

Strategic Management of the company

Definition of vision, mission, goals, leadership structure, process and value management, KPIs, …

HR consulting

Recruitment of employees
Employee motivation
New employee arrival
Talent management
Education
Corporate culture
Employee rating / KPIs
Compliance with the law
Employee leaving
Planning, monitoring and reporting of completed work
Perks and benefits
Budgeting
Processes in human resources management
Ongoing HR work

Sales & Marketing consulting

Management consultancy in the formulation, implementation and evaluation of marketing strategies
Advice on improving business results and building sales techniques
Advice on creating, implementing and evaluating marketing plans (strategic, tactical, operational)
Guidance on the definition, planning, implementation and evaluation of marketing campaigns (online, offline, referral)
Guidance for the production, processing and distribution of advertising material
Promoting positive views for a given segment (PR)
Preparation and editing of documents for clients, audience at events, public procurement

Project Management

Comprehensive project support (analysis, definition of objectives, planning, implementation, monitor & control, evaluation)

Creation and editing of business plans (investment plans)

Support in creating / adjusting business plans
Support for obtaining venture / crisis or bank financing
Calculations and budgets (corporate / project)
Assistance in finding investment / venture capital
Support in the implementation of investment projects (from design to implementation and evaluation of return on investment)

Financial and economic analysis of the company

Preparation of financial / economic analysis on selected area / project
Preparation of various financial and economic calculations and budgets
Elaboration of budgets, forecasts, financial plans and related reports

Personal data protection (GDPR)

Expert assistance with the transition to the new legal framework in the field of personal data protection by elaborating the relevant documentation. Provision of responsible person services, as well as further interaction and advice when moving to the new GDPR policy.

IT consulting

Advice on planning, definition and implementation of IT systems for customers (CRM, HR IS), employees, or partners (objectives, expectations, business requirements, functional design, support of the development, implementation, user training, change management in organizations due to the deployment of IT solutions, …)

Development and real estate management

Strategic planning of real estate development

Consulting and strategic planning in order to maximize investment income for the owner of the building

Project Management

Comprehensive project support (analysis, definition of objectives, planning, implementation, monitor & control, evaluation)

Objects status checking

Ensuring trouble-free operation and running of the building for its users (tenants)
Securing of inspection and revision of relevant technical equipment in accordance with applicable laws and regulations

Caring for tenants and suppliers

Finding and addressing prospective tenants (to reach full occupancy at mutually beneficial market conditions)
Conclusion of lease agreements (conduct of business negotiations, negotiation of key commercial conditions)
Regular communication with the users (tenants) of the building in order to maintain their satisfaction
Regular reporting of implemented activities and financial indicators
Managing supplier and customer relationships (organization and evaluation of tenders, management of trade negotiations in order to negotiate the best terms of cooperation, contracting)

Repairs and maintenance

Regular monitoring of the building’s technical condition and proactive solution of ad-hoc problems and repairs (in order to maintain the satisfaction of users or tenants)
Annual planning of repairs (both essential and recommended), including professional cost estimation and timetable for work execution
Winter maintenance (complete snow removal from car parks, businesses, roads and the surrounding area)
Operating a 24/7 emergency line and ensuring quick removal of faults and failures

Energy billing and administration

Administration associated with building management

Building security
Indoor and outdoor care for flowers and greenery
Passenger and goods transport
Complex cleaning of administrative, residential and non-residential premises
Bookkeeping in accordance with applicable laws (preparation and submission of tax returns and VAT)
Bank account management and payments
Providing warranty and post-warranty claims with suppliers

Accountant business woman's hands. Counting numbers with calculator and a pencil in hands. Accounting, tayes and payroll services.

Accounting, taxes and payroll

Bookkeeping

Complex management of simple and double-entry accounting for all companies and organizations registered in the Slovak Republic.

Processing documents for tax returns (VAT, Income tax, etc.) and related tax advice

Representation of the client before the tax authorities on the basis of a mandate
Representation in tax audit
Electronic submission of statements to the tax office
Tax audit
Preparation of written opinions on selected tax issues of the client
Optimization of tax liability within individual types of taxes
Providing information to clients about fundamental changes in legislation related to tax issues

Payroll & HR

Monthly wage processing, pay-roll tapes, payment orders
Monthly and annual reports
Monthly processing of statements to insurance companies
Login / Logout of employees from insurance companies
All kinds of validation in relation to wages
Processing of annual income tax statement from dependent activity
Processing of statistical reports
Evidence sheets of retirement insurance
Managing a comprehensive payroll agenda, including an HR agenda for each employee
Providing professional consultation and advice on payroll and personnel area

Transfer pricing

Elaboration of transfer pricing documentation
Valuation of transactions of foreign and domestic dependent persons
If necessary, representation in the proceedings before a tax administrator on the basis of mandate
Analysis of the current situation and comparability analysis for individual transactions