Financial Services

We work with you on a personal level to determine the best solutions for your unique needs

Our services

Bookkeeping/Write-Up

 

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Tax Preparation & Planning
 

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. 

Financial Statements

 

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

Notary Public
 

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

Payroll Services

 

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.

 

Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Professional team

Charise Manuel, Founder/Owner & CEO

Charise has been in the accounting field since 1995. Charise specializes in a variety of solutions including tax planning and, tax preparation, .Charise’s emphasis has been as a generalist helping small business and individual clients with a wide range of consulting, planning, accounting, tax and QuickBooks issues. In 2012, Charise became a Personal Financial Specialist. She uses her expertise to achieve her clients goals. In her spare time, Charise enjoys cruising and traveling.

Jhuanivy D. Brandino (Nivy)

Nivy is a Certified Public Accountant based in the Philippines. After passing the board exam in 2014, she started her career as an associate at Malbas, Mahinay & Co. CPAs, a local accounting and audit firm in her town. Most of her experience relates to financial statements and compliance audits of rural banks, lending corporations, cooperatives, schools and many others.

Nivy also has tax preparation experience. She believes that life is like accounting, everything must be in balance. In her spare time, Nivy enjoys hanging out at the beach, traveling and relaxing.

Rovie Rose Escaros

Rovie has always been an organizer. This also translates to her career, as she loves to sort out and tidy up financial information.She enjoys helping businesses prosper by putting order into & making sense of their financial information. She has been providing bookkeeping for various businesses like shipping lines, logistics and trucking services for the last 10 years. She received her Bachelor of Science in Commerce major in Management degree in 2007 and she is certified Quickbooks Pro Advisor.

Our services

 

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What we offer

 

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Consultancy

 

Insert a long beautiful story about your business and how it has started. Tell about your team members and write an article about the Founder of this business. Insert your own photos, so customers can learn about you more and trust you.

Insert a long beautiful story about your business and how it has started. Tell about your team members and write an article about the Founder of this business. Insert your own photos, so customers can learn about you more and trust you.