Operational setup assessment

A company that runs, not only exists.

The company is registered; the question is who runs it day to day. We document roles, signing authority, record keeping and the calendar of recurring tasks so that operations do not depend on one person's memory. It does not include bookkeeping, filings or a legal opinion.

RolesSigning authorityRecordsRecurring tasks
The decision this page is about

Who is allowed to do what, and where is it written down

A foreign company may be run by a founder who is also director, bookkeeper and the only person who knows the bank login. It works until that person is ill, travelling or leaves. The assessment sets out which tasks exist, who does each, what each person can sign, where records live and how a new person could pick it up.

Automation of these routines is a separate Digital matter, and accounting or address services are Corporate Support. This assessment concerns the plan, not the tools.

The service

Operational Setup Assessment

Who it is for
Owners of a foreign company who need to know how to run it day to day
The problem it solves
Roles, signing authority, records and handovers are unclear, so operations depend on one person
What we need from you
  • entity and country
  • who does what today
  • existing tools and providers
How it works
  • intake questions
  • LATYNEX maps roles and routines
  • written plan
What you receive
A written operational plan for roles, signing authority, records and routine tasks of the entity
Included
  • roles and signing authority
  • records and retention routine
  • calendar of recurring tasks
  • handover notes
Not included
  • software development or automation (Digital)
  • accounting or filing services
  • legal advice
Timing
Confirmed when your request is accepted.
What LATYNEX does
  • map roles and routines
  • write the plan
  • refer automation to Digital where it applies
Price
Confirmed when your request is accepted.
Step by step

How we build it

01

Intake

Entity, country, who does what today, tools and providers in use.

02

Map

Roles and routines as they actually run.

03

Plan

A written plan with gaps closed on paper and providers listed by function, not by name.

Parts of the plan

Parts of the plan

Roles and signing authority

Who may commit the company, up to what, and who can step in. What the company's own documents and local law allow is for a local professional to confirm.

Records and retention

Which documents are kept, where, and for how long as a working routine; legal retention periods are for a local professional.

Recurring task calendar

The recurring obligations and checks that you or your advisers identify, laid out with an owner and a rhythm.

Handover notes

What a successor needs on the first day.

Three owners, three working setups

Three owners, three working setups

A founder in Lisbon who is also the only director of a company abroad

Works while volume is low. The assessment names who can sign and log in if the founder is unavailable, since a single point of failure is the weakness here.

An owner in Dubai with an outside bookkeeper and an address provider

Routine work is outsourced, so the assessment shows who sees the whole picture and who holds each document. The answer differs because no one person currently does.

A two-person team in Berlin and Tallinn sharing one company

Each person has a role, so the plan writes down who approves what and who backs each other up, and notes that the document needs upkeep to stay true.

Good to know

What this is, and isn't

This is business and structuring analysis, not legal, tax or investment advice. Where a legal or tax opinion is needed, we say so and point you to a licensed adviser.

FAQ

Frequently asked questions

Do you do the bookkeeping or filings?+

No. The assessment plans the routine; accounting and filing services are separate.

Can you build software for these routines?+

That belongs to Digital, a separate service.

Is the plan legally binding?+

No. It is an operating plan, not a legal document.

Request

Tell us what you need.

No obligation. We read your request and reply with a straight answer.

Consulting

Get an independent view before you commit.

Describe your plan and your constraints. We reply with what we would look at first.

Request an assessment