Choose the bookkeeping support that fits how you work today.
BridgePoint Advisors helps freelancers, self-employed professionals, and small business owners keep cleaner records through DIY bookkeeping, monthly bookkeeping support, and small business bookkeeping services.
Whether you want to enter your own records or have BridgePoint Advisors handle the monthly bookkeeping, you can start simple and upgrade as your needs grow.
Who We Help
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Freelancers
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Self-employed professionals
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Consultants
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Online sellers
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Small shops
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Clinics
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Salons
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Agencies
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Contractors
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Growing service businesses
If your records are scattered, your reports are delayed, or you do not know your real monthly profit, this page is for you.
Key Features
1. Guided Bookkeeping System
Use a structured workflow to track income, expenses, payments, and business activity.
2. Monthly Record Organization
Keep sales, receipts, bank activity, wallet transactions, and supporting records organized each month.
3. Bank and Wallet Review
Review activity from bank accounts, GCash, Maya, and other payment channels.
4. Clear Monthly Reports
Receive reports that help you understand income, expenses, and business performance.
5. Open Questions Tracking
Keep unclear transactions in one place so missing details do not get lost in chats.
6. Member Platform Access
Access your workspace to enter records, view reports, answer questions, and manage your account.
Keep your books accurate and up to date.
From daily recording to monthly reconciliation, we organize your financial data, track income and expenses, and deliver clear reports you can rely on. Get full visibility, stay audit-ready, and make confident decisions every month.
Choose Your Bookkeeping Level
Start with the level of support that fits your business today.
You can keep it simple, get monthly help, or request fuller bookkeeping support as your business grows.
What BridgePoint Advisors Helps Organize
Income & Sales
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Sales income
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Service income
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Customer payments
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Invoices and ORs
Expenses & Payments
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Business expenses
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Vendor payments
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Supplier bills
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Cash disbursements
Accounts & Owner Activity
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Bank activity
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GCash and Maya activity
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Owner contributions
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Owner withdrawals
Cleaner records make monthly reporting easier and reduce confusion when tax deadlines or business decisions come up.
Bookkeeping Reports
Depending on your plan, business activity, and applicable records, BridgePoint Advisors may help prepare or organize:
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Profit and Loss
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Balance Sheet
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Cash Receipts Journal
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Cash Disbursements Journal
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General Journal
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General Ledger
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Sales Journal, if applicable
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Purchase Journal, if applicable
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Trial Balance
The goal is simple: cleaner books, clearer reports, and fewer surprises when records are needed.
Keep your bookkeeping seamless and stress-free.
From daily recording to monthly reporting, we ensure your books stay accurate, compliant, and ready for any review.
How Monthly Bookkeeping Works
A simple workflow for cleaner records and clearer reports.
BridgePoint Advisors uses a structured monthly process to help keep your books organized.
You submit or enter your records, BridgePoint Advisors reviews the activity, unclear items are flagged, and reports are prepared based on your plan.
Step 1
Choose Your Bookkeeping Level: Start with DIY, self-employed bookkeeping, or small business bookkeeping.
Step 2
Submit or Enter Records
DIY users enter their own transactions.
Monthly bookkeeping clients submit records, statements, receipts, and business activity.
Step 3
Transactions Are Organized. Income, expenses, payments, transfers, owner activity, and supporting details are reviewed and classified.
Step 4
Accounts Are Reviewed. Bank, wallet, and payment activity are reviewed to help identify missing, duplicate, or unclear transactions.
Step 5
Questions Are Sent. Unclear items are listed so you can confirm details without digging through scattered messages.
Step 6
Reports Are Prepared. Monthly reports are prepared based on your plan, business activity, and applicable records.
Step 7
You Review and Stay Organized. You review your reports, answer questions, and keep your records ready for future tax preparation, consultation, or business decisions.
Bookkeeping and BIR Recordkeeping
Clean books help support better tax filing and compliance.
BridgePoint Advisors starts with bookkeeping because business owners need organized records before tax filing, registration updates, or compliance work can be handled properly.
If your business is registered or planning to register with BIR, your bookkeeping process should support the records you may need to maintain, review, print, or submit when required.
BridgePoint Advisors can help organize income, expenses, receipts, invoices, ORs, bank activity, wallet activity, journals, ledgers, and monthly reports based on your service level.
Bookkeeping does not replace your responsibility to keep official records.
Clients remain responsible for keeping original receipts, invoices, ORs, statements, BIR registration documents, permits, and approved books or records.
BridgePoint Advisors helps make the bookkeeping process cleaner, more organized, and easier to review.
Business Registration Status
We review whether your bookkeeping workflow needs to consider your current registration status, business type, VAT status, and document process.
Books and Reports
BridgePoint Advisors may help prepare or organize journals, ledgers, summaries, and financial reports based on your bookkeeping plan and applicable records.
Receipts, Invoices, and ORs
Clients should keep original receipts, invoices, ORs, statements, and supporting documents.
BridgePoint Advisors helps organize the information used for bookkeeping.
BIR Recordkeeping Review
Not sure if your current records are organized properly?
Request a review so BridgePoint Advisors can look at your bookkeeping workflow, registration status, document process, and monthly records.
What This Does Not Replace
BridgePoint Advisors supports bookkeeping organization.
It does not replace BIR registration, filing obligations, or the client’s responsibility to maintain official records.
This does not replace:
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BIR registration
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Official books registration or approval
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Official filing of tax returns
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Legal or audit representation
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Client responsibility to keep original records
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Required printing, binding, submission, or retention duties
Optional Add-Ons
Need more support? Add services based on your records, volume, and business needs.
Some businesses need more than standard monthly bookkeeping.
BridgePoint Advisors can provide additional support for cleanup, reconciliation, review, and reporting depending on your situation.
Add-ons are quoted separately based on the work required.
Prior-Month Cleanup
For businesses that are behind and need older records organized.
Bank or Wallet Reconciliation Cleanup
For accounts that have not been reviewed or matched properly.
Receipt Organization
For owners who need help sorting receipts, invoices, ORs, and supporting documents.
Monthly Review Call
For business owners who want help understanding their reports.
Payroll Recording Support
For businesses that need payroll activity recorded in the books.
Accounts Receivable Tracking
For businesses that need to monitor customer balances and unpaid invoices.
Accounts Payable Tracking
For businesses that need to monitor supplier bills and unpaid expenses.
Custom Reporting
For businesses that need extra summaries, dashboards, or internal reports.
Bookkeeping Setup Support
For new clients who need their chart of accounts, categories, and workflow set up.
Frequently Asked Questions
Which bookkeeping level should I choose?
DIY Bookkeeping is best if you want to enter your own records. Self-Employed Bookkeeping is best if you want monthly help organizing income and expenses. Small Business Bookkeeping is best if your business has more transactions, accounts, vendors, customers, or reporting needs.
Does bookkeeping include tax preparation?
Not as part of the standard bookkeeping plans. BridgePoint starts with bookkeeping so your records are organized. Tax preparation may be offered separately when available.
Can BridgePoint help if my records are behind?
Yes. Prior-month cleanup or catch-up bookkeeping may be available and is quoted separately based on the number of months, accounts, and records involved.
Do I still need to keep my receipts and invoices?
Yes. Clients remain responsible for keeping original receipts, invoices, ORs, statements, and official business records. BridgePoint helps organize bookkeeping information, but you should keep your official records.
Can I use GCash, Maya, and bank statements?
Yes. Depending on your plan, BridgePoint can help review bank, GCash, Maya, and other payment activity.
Does BridgePoint Advisors handle BIR registration or tax filing?
BridgePoint Advisors’ main service is bookkeeping support.
Business registration support and tax preparation may be offered separately or by request when available.
Bookkeeping helps organize the records needed for better filing, review, and compliance support.
Can I request a BIR recordkeeping review?
Yes. You can request a recordkeeping review if you want BridgePoint Advisors to review your bookkeeping setup, registration status, record workflow, or document process.
This review is for bookkeeping organization and recordkeeping guidance. It does not replace BIR registration, tax filing, legal advice, or audit representation.
What reports can I receive?
Reports may include Profit and Loss, Balance Sheet, Cash Receipts Journal, Cash Disbursements Journal, General Journal, General Ledger, Sales Journal, Purchase Journal, Trial Balance, Monthly Summary, and Open Questions List depending on your plan and records.
Can bookkeepers or accountants use BridgePoint?
Yes. Bookkeepers, accountants, tax preparers, and resellers can use BridgePoint for platform access, client workflow support, or backend bookkeeping help.
How do I start?
Choose the bookkeeping level that fits your business, view the plan details, then request support or create an account. If you are unsure, request a bookkeeping assessment.
Ready to Organize Your Books?
Start with the bookkeeping support that fits your business today.
BridgePoint Advisors helps you keep cleaner records, clearer reports, and a better monthly bookkeeping workflow. You can start with DIY bookkeeping, request monthly support, or ask us to review your business needs.
Start simple. Upgrade as your records, transactions, and reporting needs grow.