For businesses that needs in-depth financial analysis with a virtual CFO to focus on growth
BIR Bookkeeping Compliance (Excel version only)
All Income and Business Tax Compliance
Government Compliance Monitoring (SSS, PHIC, HDMF, SEC, LGU)
Financial Statements - Monthly
Payroll Services - up to 40 employees
Cash Flow Forecasting - Quarterly
Financial Growth Plan Meeting - Quarterly
Dedicated Tax and Finance Manager - Up to 2 calls / Week
Bookkeeping Support - Unlimited
Accounting and Tax Software included
ACHIEVER
For growing businesses that needs help to get their business to the next level, and needs assistance
BIR Bookkeeping Compliance (Excel version only)
All Income and Business Tax Compliance
Government Compliance Monitoring (SSS, PHIC, HDMF, SEC, LGU)
Financial Statements - Monthly
Payroll Services - up to 20 employees
Dedicated Tax and Finance Manager - Up to 1 Call / month
Bookkeeping Support - Unlimited
Accounting and Tax System included
STARTER
For companies just starting out, and needs compliance with their Taxes
BIR Bookkeeping Compliance (Excel version only)
All Income and Business Tax Compliance
Government Compliance Monitoring (SSS, PHIC, HDMF, SEC, LGU)
Financial Statements - Quarterly
Payroll Services - up to 5 employees
Dedicated Tax and Finance Manager - up to 1 Call / Quarter
Bookkeeping Support - Unlimited
Tax Software included
Non-Individual - (Partnership & Corporation)
SEC Registration (Articles of Incorporation, Basic Bylaws, etc)
LGU Licensing (Brgy. Mayor's Business Permit)
BIR Registration (inclusive of Books of Accounts, Authority to Print Receipt (ATP) and BIR Official Receipts)
(Individual/Sole Proprietor)
DTI Certificate
LGU (Brgy. Mayor's Permit)
BIR Registration (inclusive of Books of Accounts and BIR Official Receipts)
(Individual/Sole Proprietor)
DTI Certification
BIR Registration
Individual/Sole Proprietor
DTI Certification
BIR Registration
SEC Registration (Articles of Incorporation, Basic Bylaws, etc)
LGU Licensing (Brgy. Mayor's Business Permit)
BIR Registration (inclusive of Books of Accounts, Authority to Print Receipt (ATP) and BIR Official Receipts)
Individual - (Individual/Sole Proprietor)
DTI Certificate
LGU (Brgy. Mayor's Permit)
BIR Registration (inclusive of Books of Accounts and BIR Official Receipts)
Non-Individual - (Partnership & Corporation)
SEC Registration (Articles of Incorporation, Basic Bylaws, etc)
LGU Licensing (Brgy. Mayor's Business Permit)
BIR Registration (inclusive of Books of Accounts, Authority to Print Receipt (ATP) and BIR Official Receipts)
(Per Month)
BIR Bookkeeping Compliance (Excel version only)
All Income and Business Tax Compliance
Financial Statements - Annual
Bookkeeping Support
(Price May Vary)
For established companies who wish to migrate from manual or Excel-based Accounting into an automated software
Implementation, Training, & Support (Valid for 3 months)
Software implementation
Staff Training
Process Advisory
Recorded Training and Support
Xero Technology
Juan Tax Technology
(Business Licensing)
For cases where area is not within our serviceable area, you can get your runner with
Registration of 10 booklets / Sales Invoices / New Receipts
Acquiring of Routing Slip to know if your company has Open Cases / Penalties
Starting up your business, renewing your registration, or closing your business, with here in the Philippines can be a huge hassle and pain because of the long queue and manual system by the Philippine Government.
With our experience in handling licensing process, we can take you away from stress in this process. We can help you process the following licensing process.
a. Department of Trade and Industry (DTI) Registration (for individual/sole proprietor)
b. Securities and Exchange Commission (SEC) Registration (for partnership/corporation)
c. Brgy. Business Permit
d. Mayor's Business Permit
• Community tax certificate (CTC)
• Zonal/Locational clearance
• Occupational permit
• Fire and Safety Permit
• Health and Sanitary Clearance
e. BIR Registration
• BIR Certificate of Registration (BIR 2303)
• Authority to Print Receipt (ATP)
• Official Receipt
• Books of Account
f. Other necessary licenses and permitsg. SSS, PhilHealth, and PAG-IBIG Registrationh. Tax Clearance and clearing of Open Cases
g. SSS, PhilHealth, and PAG-IBIG Registration
h. Tax Clearance and clearing of Open Cases
Small business accounting made easy
We offer accounting and bookkeeping services for businesses across a wide range of sectors and industries in different countries (USA, Canada, Australia, and, Philippines) through the use of cloud accounting technology, namely Xero and Quickbooks Online.
We will keep your books up to date and in compliance with accounting standards and financial reporting requirements.
1. We study and analyze your business process
2. You provide us with the needed document (receipts, invoices, payroll details, statements, purchase orders, etc) by uploading these into a secure online platform such as Google Drive, Dropbox, Sharepoint, and, etc.
3. We process those files to your accounting and bookkeeping into your cloud-based software.
• It is automated! Save time, labor cost, and energy from process redundancy. Improves accounting accuracy greatly than manual accounting
• Protect your files from physical loss, destruction, and data privacy risk
• Reduce or eliminate storage cost
• Reduce or eliminate the paper cost
•Save you more space in your office
• Generate different business reports in a snap
• Overview of your current finances any time, and anywhere.
• Your account is secured through high-end encryption and double authentication feature
Have an accounting-related question? No problem! Our CPA-led team of experts is just one message away. No need to visit your offices or for you to visit ours. We can conduct online meetings and conferences. The way we perform our services generates real efficiencies across your entire business thus saving you from transportation cost too.
Tax compliance in the Philippines is complex and tedious because of many different forms with complex contents and required attachments.
By outsourcing your tax duties to Upcloud Accounting, we can help ensure that your business never misses a tax filing deadline again with our established processes and state-of-the-art technologies approved by the Bureau of Internal Revenue (BIR).
We ensure that the tax compliance process is simple, efficient, and timely updates through our strong customer service relationship process and the latest technology for all our clients.
We process the following tax compliance:
1. Registration Fee (Form 0605)
2. Income Tax Return (ITR)
• Individual (Forms 1701Q, 1701, 1701A)
• Partnership/Corporation (Forms 1702Q, 1702, 1702-RT, 1702-MX, 170–EX)
3. Percentage Tax (Form 2551Q)
4. Value-Added Tax (Form 2550M, 2551Q)
• VAT RELIEF
• Summary Listings of Sales (SLS)
• Summary Listings of Purchases (SRS)
• Semestral List of Suppliers (SRS)
5. Withholding Tax - Expanded (Forms 0619E, 1601EQ, 1604E)
• Monthly Alphalist of Payees (MAP)
• Summary Alphalist of Withholding Tax (SAWT)
• Certificate of Creditable Withholding Tax at Source (Form 2307)
6. Withholding Tax - Compensation (Forms 1601C, 1604C)
• Alphalist of Employees
• Certificate of Compensation Payment/Tax Withheld (Form 2316)
7. Withholding Tax - Final (Form 0619F, 1604F)
Financial Statements are the product of Accounting and Bookkeeping, get the most valuable financial information that will enable you to understand your finances, plan for future growth, and make the best decision for your business.We ensure that your finances make sense and deliver financial reports to our clients regularly throughout the financial year – monthly or quarterly depending on your needs. There is no need to wait for the year-end. A company needs to understand how its business is performing at all times in the most accessible and easy-to-read format.
Managing payroll may not seem like a critical task until something goes wrong. It can be time-consuming, but, more importantly, it requires a good knowledge of the tax laws and deposit rules.
By outsourcing your payroll process to Upcloud Accounting, your business can benefit from an expertly run process that takes care and control of all employee-related payments as well as the mandatory filings of statutory taxes.
Setting up, salary calculations, filing withholding taxes to the BIR, mandatory Government contributions such the Social Security System (SSS), PhilHealth (PHIC) and the Home Development Mutual Fund (HDMF) or Pag-IBIG, other benefits (e.g. 13th month pay, night differential), overtime, leaves, staff bonuses, and updates on the Labour Code must all be considered when computing payroll for employees.
With our automated payroll processes in place, we ensure that your company’s payroll is fully optimized across your business and never miss an employee-related payment or filing deadline again!
Are your accounting books a mess, outdated, and you’re not sure how to sort them out because of various reasons?
Fallen behind on their tax compliance with the Bureau of Internal Revenue (BIR)?
Missed important tax deadlines?
Misplaced important records or have poor compliance and reporting controls in place?
Don’t worry, we can help you!
How do we do it?
1. We perform our catch-up accounting service.
2. We collect historic receipts, invoices, tax documents, debt documentation, business expenses, and other financial and commercial documentation relating to your business.
3. We then record the information accurately and conduct any necessary reconciliations to get the latest and complete picture of your company’s finances.
4. Clear all the backlogs
5. Provide advice on the most efficient processes and controls to ensure your accounts remain in order
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