Services

We are proactive in the discussion and resolution of issues and problems. 

  • Audit

    Be assured with your financial information

    We provide topnotch assurance services for financial statements and agreed-upon procedures.

     

    External Audit

    We perform an audit of a company’s financial statements to comply with statutory requirements (SEC and BIR) and other stakeholders (stockholders, lenders, suppliers)

  • Audit

    Be assured with your financial information

    We provide topnotch assurance services for financial statements and agreed-upon procedures.

     

    Compilation Services

    We provide compilation of information and documents that are sometimes required in a legal or tax disputes and the issuance of a statement assuring the completeness of the documents gathered and the summarized information.

  • Audit

    Be assured with your financial information

    We provide topnotch assurance services for financial statements and agreed-upon procedures.

     

    Limited Review

    We perform analytic review of financial statements and interviews with the Management, Chief Accounting Officers and Accounting personnel to render opinion that there are no material misstatements in the financial statements

  • Audit

    Be assured with your financial information

    We provide topnotch assurance services for financial statements and agreed-upon procedures.

     

    Agreed-upon Procedures

    We perform agreed upon procedures with the investors mainly to validate the assets, search for unrecorded liabilities of targeted  companies and assure the proper recognition of revenue and expenses.

  • Audit

    Be assured with your financial information

    We provide topnotch assurance services for financial statements and agreed-upon procedures.

     

    Accounting Consultation

    We render advisory services on compliance with PFRS, accounting implications and effect on their financial statements of a complex business transaction on a retainer or per project basis.

  • Audit

    Be assured with your financial information

    We provide topnotch assurance services for financial statements and agreed-upon procedures.

     

    International Accounting Standards Conversion and Advisory

  • Audit

    Be assured with your financial information

    We provide topnotch assurance services for financial statements and agreed-upon procedures.

     

    Regulatory Compliance

    We help in providing certification work on certain accounts in the balance sheet and/ or income statements to comply with regulatory requirements.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Tax Due Diligence Review

    We provide prospective investors with insights on the possible tax exposures, tax assets or tax incentives of an investee company. The purpose of the review is to ensure that the valuation of the investment includes an adequate reserve for future tax assessments.

    We also conduct this review for prospective sellers so that they are aware of the tax risks and are able to manage these.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Tax Compliance Review

    Our tax professionals review a client’s tax position and practices to determine whether these comply with Philippine tax laws.  The objective of the study is to identify and estimate a client’s potential tax exposures and provide practical recommendations to address them.  We also assist clients in preparing customized tax compliance guides or manuals.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Tax Internal Control Review

    We assist clients by reviewing and testing the internal controls of their tax accounting processes.  The objective of the review is to identify whether or not there are sufficient controls in place to properly monitor and record transactions that may have tax impact.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Tax Planning

    We help clients identify opportunities for tax savings.  Tax planning is recommended so that planned transactions, a company, or a group of companies, can be made tax-efficient.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Tax Outsourcing

    Our tax professionals provide assistance in calculating a client’s taxes, preparing related tax returns and in remitting these taxes to regulatory agencies within the prescribed deadlines.  As an alternative, through our Staff Loan services, our tax professionals can provide the needed tax and accounting related services of a client.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Independent CPA Services

    We assist taxpayers with pending claims for tax refund or tax assessments by providing and presenting the detailed document review required by the Court of Tax Appeals to be done by an independent Certified Public Accountant.  This speeds up the processing of any claim for refund or assessment filed with the Court.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Tax Advocacy and Controversy Assistance

    We assist clients in obtaining requests for rulings or opinions from the Bureau of Internal Revenue,  the Department of Finance, and other government agencies. We also assist in handling tax assessments and administrative claims for tax refunds or tax credits from the national and local governments.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    General Tax Advisory, Regulatory and Corporate Services

    We provide advice and assistance on various tax, regulatory and corporate matters such as those relating to joint ventures, acquisitions, mergers, and similar corporate organizations or reorganizations, contracts, financial products,  build-operate-transfer projects, and other transactions that may have tax implications.  We also advise and assist with the tax and/or incentives related registration and reporting requirements of government agencies such as the Bureau of Internal Revenue, Securities and Exchange Commission, Department of Trade and Industry, Board of Investments, Bangko Sentral ng Pilipinas, Philippine Economic Zone Authority, Clark Development Corporation, Subic Bay Metropolitan Authority, Local Governments, etc.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Investment Tax Advisory Services

    Our tax professionals help prospective investors identify tax-effective vehicles or structures for Philippine inbound and outbound investments.   We also assist in the related registration requirements, including those of the Bangko Sentral ng Pilipinas and Securities Exchange Commission. We can also help develop or review financial models for the tax implications of different options being considered in an investment.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Special Tax Studies

    We assist clients in the preparation of detailed studies on specific issues affecting their operations or industry. These studies can be used in advocating a client’s position in various government regulatory offices.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Transfer Pricing and International Tax Services

    We help clients assess whether their existing intercompany pricing policies comply with tax laws by reviewing existing transfer pricing practices and providing relevant recommendations. We also provide advisory and planning services to ensure that transfer prices not only comply with regulations in different taxing jurisdictions, but also address the risk of double taxation.   In addition, we advise clients on the efficient utilization of tax treaty benefits on offshore transactions.  We assist clients in filing their application for tax treaty relief with the BIR.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Tax Seminars

    We conduct seminars to provide an understanding of the Philippine tax system.  Included in the seminars are discussions on how each kind of tax is computed, the reporting requirements, and common issues encountered in relation to a specific tax. Our seminars also update participants with the latest pronouncements of various tax agencies.   We also conduct seminars on how to handle claims for refunds and assessments.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Employee or Expatriate Income Tax Return Preparation

    We assist in the preparation of an employee’s and/or  expatriate’s Philippine Tax Returns as well as in other reporting requirements to be submitted to regulatory agencies.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Estate and Family Wealth Planning

    We provide professional advice on how to minimize donor’s and estate taxes through tax planning for wealth transfers. We also provide  tax advice on the  creation of trusts as well as assist in the preparation of estate and donor’s tax returns.

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

    Customs Services

    We provide Post-Entry Compliance Review Services, to help clients prepare for a Customs audit and thus, avoid assessments and penalties.  We also help clients plan future importations to minimize customs duties through our Pre-Importation Planning and Review Service.    This includes determining the appropriate valuation and classification of importations, as well as other requirements to ensure the release of the imported goods from the Bureau of Customs (BOC).  We also assist clients in handling assessments and disputes with the BOC, securing the necessary permits, clearances and licenses related to their import and export requirements.

  • Advisory

    Get the most out of your business

    We offer services that fit your organizations needs and help you concentrate on your business operations.

    Governance, Risk, and Controls Advisory

    Corporate Governance

    • We can help clients to achieve the highest standards of corporate governance and comply with the requirements of the Securities and Exchange Commission.  We can help you identify and address conflicts of interest among your stakeholders while at the same time maximizing shareholder value.

    IT Strategic Plan Development

    • We can review the organization’s IT strategies and help ensure that they satisfy and sustain overall business strategies and governance requirements for information and technology resources. We assist management in developing an Information Systems Strategic Plan that is both responsive and feasible to the needs of the organization, providing a link between business and IT and translating business goals and objectives into relevant IT projects.

    Enterprise Risk Assessment and Management

    • We can help you develop a risk-based approach to managing your business.  By actively identifying and addressing risks and opportunities, we can help your enterprise create, protect, and enhance value for all its stakeholders.  This service is becoming more relevant as regulators and debt agencies have increased their scrutiny on the risk management processes of companies.

    IT Risk Assessment

    • We can help organizations improve effectiveness and efficiency of business processes and systems by identifying relevant risks and determining appropriate strategies and controls for the protection of information and technology assets. We also enhance the risk management capabilities of the organization and give them the confidence in identifying, understanding and managing the key IT-related risks effectively.

    Internal Audit

    • We can help your company develop a systematic and disciplined approach in evaluating and improving the effectiveness of its risk management, governance, and control processes.  We can help you improve your company’s effectiveness and efficiency through comprehensive internal audit procedures.

    IT Internal Audit Transformation

    • We can provide and implement solutions to develop or enhance IT internal audit capability and performance that delivers strategic business assurance, identifies business opportunities and enhances organizational value. Training, apprenticeship and knowledge-sharing programs are some solutions offered to attain quality IT internal audit function.

    IT Internal Audit Outsourcing/Co-sourcing

    • We can deliver services using our risk-based, process-focused audit methodology. Depending upon the needs of your organization, our IT audit team can entirely perform IT audit activities including risk assessment, planning, execution, and reporting; or augment your existing internal audit function through assignment of required specialized IT audit resources.

    Internal Control / SOX 404

    • We can advise your company on compliance with the Sarbanes-Oxley Act Section 404.  We can assist you in establishing internal controls and procedures for financial reporting up to ensuring that those controls are effective and efficient.

    Forensics

    • We can provide authoritative and impartial advice in investigations and asset recoveries.  These include fraud investigations, government and regulatory inquiries, tax investigations, and insolvency related investigations.

    Corporate Sustainability and Governance

    • We can assist your company in crafting and developing a tailor-made approach in creating long-term business value by taking into consideration how your company operates in the social, economic, and environmental situations it finds itself in.  Using both quantitative and qualitative research and methodologies and with reliable metrics to measure progress, we can advise you on formulating specialized strategies and programs that promote resource efficiency, equitable development, transparency, and proper employee development.

     

  • Advisory

    Get the most out of your business

    We offer services that fit your organizations needs and help you concentrate on your business operations.

    Studies

    Financial Business Modeling

    • We can help your company evaluate your financial instruments, give external opinions on your valuation models, audit your tools and models for financial valuation, and provide structured support in the selection of valuation models.  We can also help you identify risks and help set up risk assessment indicators and propose models for capital allocation.

    Industry Studies

    • We can conduct comprehensive research on different industries, markets, and sectors to enable you to make informed business decisions.  Our analysis will review the economic, political, and market factors that influence the way the industry develops.  Among others, the study will cover the power wielded by suppliers and buyers, the threat posed by competitors, and the likelihood of new market entrants.

    Corporate Strategy Development

    • We can help your company understand environment changes, identify market triggers, and seize business opportunities to leverage your company’s growth and increase its competitive advantage.  We assist in defining the most appropriate strategies and in aligning them with operating and financial models.

    Operations Advisory

    • We can help your company achieve operations excellence through cash flow improvement, capacity efficiency enhancement, and cost reduction.  We can assist you in reducing operations complexity, managing systemic risks across the value chain, and in implementing the optimum processes and controls.  We can also advise you on supply chain management and perform business process reviews.

    Productivity Studies

    • We can conduct systematic studies of operations and processes to ensure the best possible use of your company’s human and material resources.  This will result in increased productivity, reduced costs, and improved working conditions.
  • Advisory

    Get the most out of your business

    We offer services that fit your organizations needs and help you concentrate on your business operations.

    Transaction Advisory

    Mergers and Acquisitions

    • Acquisition Due Diligence

    We can assist you with the management of the acquisition process.  Our professionals will provide support at every stage of the process.  We will:

    -Maximize financial and tax Gain an understanding of the performance of the target company
    -Identify and analyze the business, cash, and key value drivers behind the acquisition price
    -Identify potential risks
    -Maximize financial and tax positions
    -Help draft and implement price adjustments or warranty and indemnity clauses
    -Conduct a post-acquisition audit and prepare the opening balance sheet

    • Vendor Due Diligence

    We can assist you with the management of the sale process.  Our professionals will provide support at every stage of the process.  We will:

    -Identify and prioritize factors in increase the value of the business
    -Compile pro forma financial information
    -Analyze past performance and build or review business plans
    -Organize and manage data to showcase information
    -Provide guidance at each phase of the negotiation process
    -Maximize financial and tax positions
    -Help draft price adjustments or warranty and indemnity clauses
    -Help manage any potential litigation or claim process

    Funding Advisory and Securitization

    • We can provide you with relevant advice on fund raising.  We can help you determine the optimal capital structure for your business and assist you in raising the needed funds.  We can also assist you in the creation of financial instruments through the combination of other financial assets.  This process promotes liquidity in the marketplace and enables you to raise the required funds.

    Corporate Restructuring

    • We can help you with your business restructuring issues.  We can help you improve your organizational structure and make internal operations more efficient.  We will identify operational inefficiencies, enabling you to save costs and reduce overhead.  Our professionals will work with you to define and implement an overall strategic turnaround and restructuring plan.

    Debt Restructuring

    • We can assist companies that are going through financial difficulties and are having difficulty meeting their obligations.  Our professionals can help you negotiate with creditors to reduce the burden and avoid bankruptcy.

    Valuation and Fairness Opinion

    • We can help you determine a range of values for your business, investments, and assets using appropriate valuation techniques and methodologies.  We can assist in forecasting the financial effects of a business restructuring, assist with price allocation during an acquisition, and help you understand better your revenues, expenses, and profits.  Our professionals are also qualified to render fairness opinions during the course of financial transactions.
  • Advisory

    Get the most out of your business

    We offer services that fit your organizations needs and help you concentrate on your business operations.

    People Development Services(Human Resource Advisory)

    Change Management

    • We can assist your company implement a structured and strategic approach to initiate and manage the change process in the company’s structure and culture.  We will assist in the change transition in the fields of business process, technology implementation, and the other policies and procedures of an organization.

    Compensation Review

    • We can help your company design and implement periodic equity-based compensation reviews that are aligned toward achieving your corporate objectives.  We will assist in the properly linking employee performance reviews to the compensation review process to achieve a “pay-for-performance” system.  We will use the optimum evaluation tools suited for your business to determine how well your employees do their jobs, where an employee fits relative to external job market, and the current market rate for an employee’s skills and services.  Our professionals will assist in the formulation of your overall compensation strategy and company-specific staffing models, benchmarking, communication support and change management.
  • Advisory

    Get the most out of your business

    We offer services that fit your organizations needs and help you concentrate on your business operations.

    Public Sector Services

    Public Private Partnerships (PPP)

    We can assist your company in participating in the government’s PPP programs.  Our professionals can assist you put together the diverse documents and other requirements needed for participation.  We can likewise guide you through the lengthy government processes necessary for submitting a PPP bid.

    Government Internal Audit and Internal Control

    We can provide internal audit services to different government units.

    Project Finance

    We can assist the government in raising financing for industrial and infrastructure projects.

    We can assemble a group of equity investors and a syndicate of banks to finance revenue-raising contracts.

    Institutional Development Services

    We can help establish and/or improve the institutional set-up and capability of government entities.

  • Advisory

    Get the most out of your business

    We offer services that fit your organizations needs and help you concentrate on your business operations.

    IT Controls Assurance

    Pre/Post-Implementation Business Process Review

    • We can assist organizations evaluate the overall effectiveness of business application systems supporting key business processes prior to or subsequent to systems implementation. Our approach involves review of the functionality, control and security aspects of the system and identification of opportunities to further enhance effectiveness of the resulting business processes relevant to the needs and requirements of the organization.

    Business Continuity Plan & Disaster Recovery Plan Development

    • We can help organizations understand, evaluate and manage business risks associated with disruption of technology infrastructure resources; and improve performance as it relates to business strategy and continuity. Specifically, we help organizations develop and implement their business continuity plans and IT disaster recovery plans to protect their IT service capabilities.

    IT Security Review

    • We can help improve your organization’s technology infrastructure security by determining relevant risks and requirements and providing practical solutions to effectively manage and maintain a secure IT environment. The review covers security within all the layers of the technology stack such as physical, network, platform, application and database.
  • Audit

    Be assured with your financial information

    We provide topnotch assurance services for financial statements and agreed-upon procedures.

     

  • Tax

    Protect your business from exposures

    We develop clients’ tax management capabilities to effectively manage taxation risks.

     

  • Advisory

    Get the most out of your business

    We offer services that fit your organizations needs and help you concentrate on your business operations.

Our Services

  • External Audit
  • Compilation Services
  • Limited Review
  • Agreed-upon Procedures
  • Accounting Consultation
  • International Accounting Standards Conversion and Advisory
  • Regulatory Compliance
  • Tax Due Diligence Review
  • Tax Compliance Review
  • Tax Internal Control Review
  • Tax Planning
  • Tax Outsourcing
  • Independent CPA Services
  • Tax Advocacy and Controversy Assistance
  • General Tax Advisory, Regulatory and Corporate Services
  • Investment Tax Advisory Services
  • Transfer Pricing and International Tax Services
  • Special Tax Studies
  • Tax Seminars
  • Employee or Expatriate Income Tax Return Preparation
  • Estate and Family Wealth Planning
  • Customs Services
  • Governance, Risk, and Controls Advisory
  • Studies
  • Transaction Advisory
  • People Development Services(Human Resource Advisory)
  • Public Sector Services
  • IT Controls Assurance

News and Events

Tax Education Seminar

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