Audit and Attest
  • Assurance
  • Attestations
  • Internal
  • Forensic (fraud)
  • Due Diligence review
  • Special Audits (detailed audit and operations audit)
Business Process Outsource
  • Transactional processing
    • Official receipt issuance
    • Check and journal voucher preparation
  • Record-keeping of transactions
    • Update of backlogs, weekly and monthly
  • Preparation of financial statements
    • Monthly
    • Quarterly
    • Semi-annual
    • Annual
  • Preparation of bank reconciliation statements
    • Current monthly
    • Update of backlogs
    • Troubleshooting by “Proof-of-cash Method”
  • Reconciliation of accounts
    • Receivables
    • Property and equipment
    • Payables
  • Payroll outsource preparation
    • Attendance entries
    • Annual year-end summaries
  • Transitional bookkeeping assistance
    • Long-term
    • Short-term
  • Preparation of year-end schedules for assurance audits
    • Periodic review and analysis of schedule of particular accounts
    • Assistance to annual external audit
  • Reconstruction of books of accounts from loose files to organized recording to generate financial statements
Tax Compliance, Planning and Advisory
  • Preparation of mandatory Bureau of Internal Revenue (BIR) returns
    • Monthly and quarterly, including its required attachments/ reliefs
  • Strategic tax planning and advisory
  • Review of tax compliance
  • Tax investigation assistance – Letter of Authority (LOA), Letter Notices (LN), or Benchmarking Notices
  • Secure tax opinions, rulings and obtaining tax exemptions
  • Preparation of requirements for BIR examinations
Business Advisory
  • Financial analysis
  • Mergers and acquisitions
  • Review of systems and procedures to assess effectiveness of internal controls in place
  • Evaluation and assessment of present policies and procedures
  • Estate planning
  • Review (preparation) of budgets and special management reports
  • Feasibility studies
  • Family business consulting
  • Risk management consulting
  • Investment alternative reviews
Information and Computer Technology
  • Evaluation, preparation and installation of accounting systems and procedures
  • Accounting manual preparation
  • Computerized accounting system tutorial
    • Peachtree
    • QuickBooks
    • IPAS
  • Assistance in the conversion of data from manual to computerized system
  • Review of systems implementation and maintenance of the same
Corporate, Logistics and Legal Support
  • Incorporation and setting-up of new business entities
  • Registration of new business entities with government agencies concerned
  • Assistance in securing annual local business permits
  • Comptrollership functions such as appointments as Director and Treasurer of companies
  • Para-legal services
    • Preparation of affidavits
    • Certifications
  • Secondment of accounting staff to companies with defined responsibilities
    • For specific assignment and period only
    • Periodic but closed-in support services
  • PEZA registration and reporting
Seminars on accounting, tax and other related topics