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Expert guidance for every stage of your journey.

Bookkeeping & Financial Reporting Services

Clean books. Real-time insight. Compliance ready.

Why you need this service

  • When your books are out-of-sync you lose visibility on cash flow, expenses, payables and receivables.

  • We provide a full bookkeeping system: daily transaction capture, reconciliation, monthly statements, audit trail and management dashboards.

  • You get clarity on performance, not just a pile of receipts.

  • We set you up for tax-filing readiness and eliminate “last-minute scramble”.

Key Features

1. Real-Time Financial Dashboard
View income, expenses, cash flow, budgets, and KPIs in one screen. Helps you monitor performance across months and make informed decisions.

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2. Cloud-Based Access & Secure Collaboration
Your data is accessible from anywhere. Multiple users can work simultaneously (you, your bookkeeper, your advisor). Permissions managed so tasks stay under control.

 

3. Automated Transaction Capture & Workflow
We handle digitizing receipts/invoices, matching bank feeds, categorizing expenses, and routing approvals. Reduces manual errors, speeds up closes.

 

4. Detailed Financial Statements Monthly
We deliver: Trial Balance, Income Statement, Balance Sheet, Payables & Receivables Aging. You receive actionable insight—not just numbers.

 

5. Audit Trail & Compliance-Ready Files
Every entry is logged with who did what and when. Your books are ready for internal review, tax filings and external audits.

 

6. Implementation & Support

  • We onboard you: chart of accounts set-up, historical data import, system configuration.

  • We run month-end closes and review together with you.

  • We offer periodic coaching so you understand your numbers and can act on insights.

Who this service is for

  • Freelancers, professionals and solo entrepreneurs who need clean, organised books.

  • Small and medium businesses expanding beyond cash-only bookkeeping.

  • Multi-user or multi-entity setups needing workflow, permissions and consolidated views.

  • Owners who want insight and clarity, not just compliance.

Market Analysis

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.

Pricing & Engagement

We structure fees transparently based on your transaction volume, number of users, entities and complexity.


Below are example tiers (all in PHP), final quote based on your specific scope:

Standard Plan
Starting @ ₱9,000

Quarterly Bookkeeping Only

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For businesses filing quarterly but wanting clean books maintained year-round.

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Best for: professionals and small businesses that don’t require monthly filings but need accurate books for reporting and tax season.

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Includes:

  • Quarterly recording & reconciliation

  • Quarterly Profit & Loss and Balance Sheet reports

  • Year-end financial summary for tax filing

  • BIR Books of Accounts maintenance

  • Advisory check-in per quarter

Pro Plan
Starting @ ₱12,000

Monthly Bookkeeping & Tax 

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Our most complete monthly plan, covering bookkeeping and full monthly and quarterly tax compliance.

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Best for: active businesses needing hands-on monthly updates and timely government submissions.

 

 

Includes:

  • Documentation and organization of all income & expenses

  • Monthly reconciliation of bank and supplier accounts

  • Preparation of Profit & Loss and Balance Sheet reports

  • Filing of VAT or Percentage Tax, EWT, and ITR as applicable

  • Regular compliance reminders before each BIR deadline

  • Email support and monthly review call

Enterprise Plan
Starting @ ₱15,000

Comprehensive Business Suite

 

A premium service combining Bookkeeping, Tax Preparation, and Business Support for full financial control.

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Best for: established companies needing continuous reporting and financial and tax planning integration.

 

 

Includes:

  • All deliverables from Pro Plan

  • Year-end closing & audit support

  • Payroll documentation and employee summaries

  • Monthly management reports and budget variance tracking

  • Priority consulting and advisory access

Why Clients Choose Us

  • Flat-rate pricing — no hourly billing surprises

  • Transparent deliverables each month or quarter

  • Aligned with Philippine BIR compliance requirements

  • Built for SMEs, professionals, and growing companies​

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.

What People Say

Vince is lovely! Easygoing, clear in his answers to my questions, patient when having to repeat himself several times. He ran down my whole list of questions and helped me get on track with my QB Online. Exactly what I needed and wanted. 

Ellen C, MA

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