June 18, 2017

Accounting & Tax Consultancy

Accounting is crucial for your business. Having your financial statements up to date means having measurable data ready for you, and that measurable data will help you see the rise of your business. Wouldn’t that be the right way to go?

One cannot fully stress the importance of having a business partner whom you can trust. One who can offer more than tax consultancy. A company who will be with you every step of the way, and who will make sure to see your firm move forward, with you.

In order for us to clearly assess the fee to be indicated in the service quotation to be sent to you, please provide us necessary information as enumerated below. Once you received the service quotation and if interested with our service, we might need to schedule a personal meeting with you so that we can finalize the service proposal. All information provided herewith will be kept private and confidential.

Your Contact Details

Your Name

Position in the Company

Contact Numbers

Email Address

Your Company

Company Name

Office Address

Year of Commencement of Operation

Formation:

Nature of Business:

Status of Financial Records & Tax Affairs:

Does the Company has a current outsourced accountant or bookkeeper?

YesNo

If yes, please state the reason of changing service provider.

Are the Books of Accounts updated?

YesNo

If no, when is the last update?

Are the BIR tax returns regularly filed?

YesNo

Does the Company using voucher system when disbursing check payments?

YesNo

Please, give us details of your Company's average transactions every month.

Check Voucher

Less than 100 vouchers201 to 300 vouchers101 to 200 vouchersmore than 300 vouchers

Sales Invoice

Less than 100 vouchers201 to 300 vouchers101 to 200 vouchersmore than 300 vouchers

Collection Receipt

Less than 100 vouchers201 to 300 vouchers101 to 200 vouchersmore than 300 vouchers

Official Receipt

Less than 100 vouchers201 to 300 vouchers101 to 200 vouchersmore than 300 vouchers

Billing Invoice

Less than 100 vouchers201 to 300 vouchers101 to 200 vouchersmore than 300 vouchers

How many company bank accounts and credit cards to be reconcile?

Does the Company use accounting software in recording the financial transactions?

YesNo

If yes, what accounting software?

Does the Company experience a tax assessment of the BIR or from the LGU?

YesNo

Does the Company enjoying Income Tax Exemption/Holiday?

YesNo

If yes, what government agency granted the certification?

Please provide us more information about your Company like the type of products or services that you offer. Does the company has branches? Does the Company also into international trade? Do you have any accounting or tax related problem that you want also to discuss? Please do let us know.