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Featured Monthly Services

Choose the right monthly support for your business.

Three Philippine legal retainers and three US accounting subscriptions—each tailored after we understand your business, workload, and priorities.

Flag of the Philippines01 · PHILIPPINESLegal Retainer OptionsOngoing counsel for legal, HR, contract, and compliance needsFlag of the United States02 · UNITED STATESAccounting Retainer OptionsRecurring bookkeeping, reporting, and accounting support

BUILT AROUND ACTUAL NEEDS

Clear packages. Customized scope. No one-size-fits-all fee.

These packages provide a practical starting point for startups and established companies. During a discovery call, we identify the appropriate level, confirm the recurring deliverables, define responsibilities and exclusions, and prepare a custom quotation.

Legal and accounting subscriptions are separate professional engagements. A client may choose either service or engage both under distinct written scopes.

Flag of the United StatesUNITED STATES MARKETU.S. Accounting Services

UNITED STATES BUSINESSES

Monthly Accounting Subscription Packages

Reliable recurring accounting support—from clean monthly books to a broader outsourced finance function and management reporting.

ACCOUNTING 01

Accounting Essentials

Best for: Startups and small US businesses that need accurate, current books and a reliable monthly close.

Core recurring bookkeeping that keeps financial records organized and decision-ready.

Monthly deliverables may include

  • Transaction recording and account classification
  • Bank and credit-card reconciliations
  • Review and resolution of uncategorized activity
  • Monthly profit and loss and balance-sheet reports
  • Bookkeeping questions and exception tracking
  • Organized month-end close checklist

Custom scope · Fee discussed after assessment

Discuss this subscription
Recommended for growing businesses

ACCOUNTING 02 · MOST POPULAR

Accounting Operations

Best for: Growing US businesses that need bookkeeping plus recurring AP, AR, invoicing, and close support.

A more complete accounting workflow that supports cash visibility and disciplined operations.

Monthly deliverables may include

  • Everything included in Accounting Essentials
  • Accounts payable tracking and bill-processing support
  • Accounts receivable, invoicing, and customer-statement support
  • General-ledger review and recurring journal entries
  • Monthly close schedules and management-report package
  • Monthly workflow and outstanding-items meeting

Custom scope · Fee discussed after assessment

Discuss this subscription

ACCOUNTING 03

Full-Charge Accounting Advisory

Best for: Established US companies that need a broader outsourced accounting function and management insight.

Full-charge support combining accounting operations, reporting discipline, and practical analysis.

Monthly deliverables may include

  • Everything included in Accounting Operations
  • Expanded month-end close ownership and account analysis
  • Cash-flow, trend, and variance reporting
  • Customized management reports and financial schedules
  • Year-end readiness and coordination with the client’s US tax professional
  • Quarterly accounting review and decision-support meeting

Custom scope · Fee discussed after assessment

Discuss this subscription

SCOPE CLARITY

What is quoted separately?

  • Litigation, court appearances, pleadings, and representation before agencies or tribunals
  • Major transactions, extraordinary projects, extensive investigations, or work beyond the agreed monthly allocation
  • Government charges, filing fees, taxes, third-party costs, and specialist professional services
  • Historical accounting cleanup, implementation projects, audits, attest work, US tax opinions, and tax representation unless expressly included

HOW WE CUSTOMIZE YOUR PACKAGE

A practical path from discovery call to monthly engagement.

01 · ASSESS

Understand the business

We review your size, stage, recurring needs, transaction or document volume, systems, risks, and internal team.

02 · DEFINE

Confirm deliverables

We identify the right package, monthly allocation, service calendar, client responsibilities, response expectations, and exclusions.

03 · QUOTE

Receive a custom proposal

You receive a written scope and quotation tailored to the work required. No public or automatic package price applies.

Important: Package descriptions are illustrative and do not create a lawyer-client, accountant-client, or other professional relationship. Services begin only after conflict and fit checks, acceptance, and a signed written engagement defining the exact scope.

DISCUSS YOUR OPTIONS

Let’s identify the right monthly package for your business.

Book a discovery call. We will recommend the appropriate scope and provide a custom quotation after assessment.

Book a Free Discovery Call