How We Work — Our Process & Sample Deliverables

How SYSTEMS CPA works with foreign-owned companies

You get a predictable, professional experience — and you can see exactly what lands in your inbox before you sign. Below is how onboarding and the monthly rhythm run, and samples of the deliverables your head office receives.

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What you receive, at a glance

On onboarding Takeover checklist, reconciled opening balances, compliance-gap review
Every month Management reporting pack, payroll summary, filed-returns confirmation
Always available A named English-speaking contact and a live view of what is due and when

The process, step by step

  1. Discovery call. We map your entity, your HQ reporting needs and where the current setup is exposed — then send a fixed-fee proposal.
  2. Onboarding & takeover. We collect records, take over the e-Ledger and e-Invoice authorisations, reconcile the prior period and close any compliance gaps.
  3. First monthly close. We run your first close and deliver a reporting pack in your group format so you can see the standard immediately.
  4. Monthly rhythm. Bookkeeping, payroll and tax filings run on a fixed calendar; your HQ receives the pack on an agreed date each month.
  5. Always-on compliance. Deadlines, audits and tax-office correspondence are handled for you, with one point of contact who answers in English.

Sample deliverables

These are representative examples of the standard documents — every client’s pack is tailored to their entity and group format.

1. Onboarding & takeover checklist

A single tracker that gets your entity fully transferred with no filing gap.

  • e-Defter & e-Fatura authorisation transfer — status
  • Tax-office and SGK access — confirmed
  • Prior-period trial balance received & reconciled
  • Open incentives / exemptions identified
  • Compliance-gap review — issues and fixes

2. Monthly management reporting pack

Typical contents, in your group format and in English:

Profit & loss (month, YTD, budget) Group format
Balance sheet & net cash position TRY + reporting currency
Cash movement & short-term outlook Monthly
KPI summary (revenue, margin, headcount cost) Board view
Variance commentary + statutory reconciliation 1 page

3. Turkish tax & compliance calendar

Your obligations mapped so nothing is a surprise:

Obligation Frequency
VAT (KDV) return Monthly, following month
Withholding & SGK declaration (Muhtasar ve Prim Hizmet Beyannamesi) Monthly, following month
Provisional (advance) corporate tax During the year
Annual corporate tax return April
e-Ledger (e-Defter) berat upload On schedule

4. Fully loaded employer-cost model

Before you hire, the true monthly cost of a role — gross salary, employer SGK contribution and on-costs — so your HQ budgets the real number, not just gross.

5. Compliance status view

A simple green/amber view of every filing: what is done, what is due next, and anything that needs a decision — so your board is never in the dark about the Turkish entity.

What a typical month looks like

Days 1–5: we collect the month’s invoices, bank data and payroll inputs. Days 5–10: bookkeeping and the monthly close. By day 12–15: your reporting pack is delivered. Through the month: tax and SGK filings are prepared and submitted on their deadlines, and we handle any tax-office correspondence — with one contact you can reach in English throughout.

Verified local partner

Work is performed by Osman Evren Özmen, Certified Public Accountant (SMMM), registered with TÜRMOB — Reg. No. 35675, Istanbul. SYSTEMS CPA is the international practice of OZM Consultancy.

info@ozmconsultancy.com · +90 216 352 29 61 · WhatsApp +90 506 682 96 55

See these deliverables for your own entity

Book a discovery call and we will walk you through exactly what your onboarding and monthly pack would look like.

Book a discovery call → WhatsApp us →

★★★★★5.0 · 5 Google reviews
What foreign business owners say about working with SYSTEMS CPA
“They are definitely the best accountant in Turkey for international business owners. They handle everything.”
— Orhan Turkoglu · Google review
“Finding a trustworthy, English-speaking CPA in Istanbul felt overwhelming at first — until I met Evren and his team.”
— Inna Sogut · Google review
“Working with Evren has been the best decision for my business in Turkey.”
— Jas · Google review