Audit, Financial Statements & Advanced Financial Management for Companies
A unique combination of uncompromised professional standards with the direct agility, personalized care, and partner involvement of an established boutique firm. A complete financial umbrella: audited financial statements, double-entry bookkeeping, payroll, standardized pension operations, and strategic corporate tax planning for shareholders.
Why Bernstein & Co. is the Right Financial Home for Your Company?
Managing a corporation requires more than technical statutory compliance. You need forward-looking financial insight that delivers regulatory security, cash-flow optimization, and legal tax minimization.
Leading Professional Standards with Direct Partner Engagement
Our partners bring extensive experience auditing high-tech and private corporations at leading accounting firms. You benefit from international accounting rigor, delivered with warm personal service and immediate partner availability.
Total One-Stop-Shop Solution
Instead of splitting responsibilities between an auditor, an external bookkeeper, and a payroll bureau, we deliver a unified ecosystem: audit, double-entry bookkeeping, payroll, pension clearing, and high-level tax planning.
Over 40 Years of Prestigious Tax Authority Relations
Decades of established professional standing with Tax Assessing Officers and VAT directors in Haifa and the North. Our reputation provides your company with a solid, respected position during audits and assessments.
Proactive Tax Planning for Controlling Shareholders
We do not wait for year-end closing. We continually model profit extractions (salary vs. dividend distributions), monitor debit balances under Section 3(T1), and structure holding assets to minimize corporate and personal tax.
Comprehensive Solutions for Companies, Corporations & Non-Profits
Advanced services tailored to private companies, growing startups, established family businesses, and non-profit organizations.
Audited Financial Statements & Form 1214
Rigorous accounting audits conducted under accepted auditing standards (IFRS & Israeli GAAP), providing transparency to banks, investors, and regulators.
- Annual certified audited financial statements for private companies
- Preparation and filing of corporate tax returns (Form 1214)
- Audits for non-profits (Amutot) and public benefit companies (Nihul Takin approval)
- Special audits: Due diligence investigations and internal control reviews
- CPA certifications for tenders, state-guaranteed loans, and banking facilities
Double-Entry Bookkeeping & Comprehensive Payroll
Accurate financial management that transforms bookkeeping from a statutory chore into a strategic executive tool for smart decision-making.
- Full double-entry general ledger management with asset segregation
- Daily bank, credit card, vendor, and customer reconciliations
- Complex pay slip generation for employees, executives, and controlling shareholders
- Monthly reporting to VAT, Income Tax deductions, and National Insurance
- Management profit & loss statements and monthly cash-flow reporting
Standardized Pension Clearing (Mavne Achid)
Full compliance with Ministry of Finance regulations for employer pension transmission, protecting your enterprise from statutory sanctions and heavy fines.
- Monthly transmission of employee pension and severance files via Mavne Achid
- Monitoring insurance companies and pension funds to eliminate contribution rejections
- Resolving discrepancy feedbacks and closing fund gaps proactively
- Protecting the employer from employee claims and statutory administrative fines
- Direct integration and synchronization with company payroll systems
Strategic Tax Advisory & Tax Assessment Defense
Protecting corporate retained earnings through structural tax advisory: owner withdrawals, dividend distributions, reorganizations, and audit defense.
- Optimizing profit distributions: salary vs. dividends to minimize total tax
- Structuring and resolving Section 3(T1) issues (shareholder loan balances)
- Assertive representation in audit reviews, book inspections, and tax discussions
- Advisory on corporate mergers, acquisitions, spin-offs, and restructuring
- Expert legal-tax opinions on complex corporate and real estate taxation
How Does Onboarding Work at Bernstein & Co.?
A structured, seamless onboarding process that ensures zero disruption to everyday business operations
Strategic Partner Diagnostic Meeting
An in-depth personal session to map corporate structure, examine historical financials, identify tax vulnerabilities, and establish clear optimization targets.
Data Migration & System Synchronization
We manage all communication with your previous accounting firm, absorb general ledgers and payroll data, and implement modern digital workflows.
Continuous Financial Control & Seamless Audit
Timely statutory filings, cash-flow oversight, periodic executive reviews with partners, and relaxed, punctual year-end audit delivery.
Ready to Elevate Your Company's Financial Management?
Contact us to arrange a strategic introductory consultation with one of our firm partners. We look forward to analyzing your operations and building a winning financial umbrella.
Corporate Inquiry / Request for Proposal
Leave your details and we will reach out to schedule an executive meeting