Our services

Everything Your Finances Need. One Team.

Eighteen services across six lines, from monthly bookkeeping to fractional CFO support, US tax, admin and paralegal support, and operations support for US companies with Philippine teams. Every engagement is scoped to your business after a free diagnostic.

A desk with a calculator, printed charts and binders

Bookkeeping & Accounting

Accurate, reconciled books every month, the foundation for every decision.

Best for: Owner-led businesses that want reliable monthly numbers

  1. Service 01

    Monthly Bookkeeping & Close

    Transactions categorized, every bank and card account reconciled, and a month-end close with your P&L, balance sheet and cash summary by the 15th.

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  2. Service 02

    Catch-up & Cleanup

    Backlogged or messy books brought current, the balance sheet cleaned up, and everything made tax-ready. Scoped after a free diagnostic.

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  3. Service 03

    AP/AR & Bill Pay Admin

    Vendor onboarding with W-9s, bill entry, payment runs you approve, invoicing and collections follow-up.

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  4. Service 04

    Payroll Admin Support

    Payroll runs in Gusto or QuickBooks Payroll, payroll liabilities reconciled, and new-hire setup.

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Related guide Catch-Up Bookkeeping: How to Get Months of Books Current Before Tax Season
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Controller & CFO

Senior finance leadership, without a full-time hire.

Best for: Growing companies that need controls, forecasts and reporting

  1. Service 05

    Fractional Controller

    Close review, account reconciliations, internal controls, and a monthly reporting package with variance analysis.

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  2. Service 06

    Fractional CFO

    13-week cash forecast, budget, KPI dashboard, pricing and margin analysis, and packages for lenders and investors.

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  3. Service 07

    Industry Packages

    Specialized accounting for short-term rentals and construction, including job costing and WIP schedules.

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Related guide Controller vs. CFO: Which Does Your Growing Business Need?
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US Tax

Filings prepared from reviewed books, so tax season is a hand-off, not a scramble.

Best for: Businesses that want books and tax handled by one team

  1. Service 08

    Year-End & 1099 Package

    Tax-ready books, Forms 1099-NEC and 1099-MISC prepared and filed, and a year-end package for your CPA.

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  2. Service 09

    Tax Return Preparation

    Business returns prepared from reviewed books: Forms 1120-S, 1065 and 1120, and Schedule C.

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  3. Service 10

    Sales Tax & Estimates

    Tracking where you owe sales tax, filing sales tax returns, and calculating quarterly estimated tax.

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Related guide Form 1099-NEC: What US Small Businesses Need to Do Before January 31
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Firm Partner Program

White-label capacity for US accounting firms. Your firm reviews and signs.

Best for: Small CPA firms and solo practitioners

  1. Service 11

    Outsourced Production

    Bookkeeping, write-up and tax-preparation support for your clients, delivered under your firm’s name.

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  2. Service 12

    Seasonal Overflow & Review Layer

    Extra capacity in tax season, and a second-review check for solo practitioners.

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High-rise buildings in a Philippine business district

Philippine Operations for US Companies

Local expertise for US companies building teams in the Philippines.

Best for: US companies with Philippine contractors or plans to set up locally

  1. Service 16

    PH Contractor Management

    Contractor agreements under Philippine law, payment administration, guidance on contractors’ BIR registration, and a classification risk review.

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  2. Service 17

    HMO Facilitation

    Health (HMO) coverage for your Philippine team, with Avenir as local administrator and your company as the account holder.

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  3. Service 18

    PH Entity & Market-Entry Advisory

    Choosing between a branch, a subsidiary or contractors; SEC and BIR registration; and ongoing compliance.

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Let's Talk

Ready for Books You Can Trust?

Tell us where your books stand. We start with a free discovery call and a written proposal, and nothing begins until you approve it.

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