OUR SERVICES

Two monthly models.
One accountable partner.

Monthly accounting and bookkeeping retainers, and fully managed offshore VAs and accounting staff, scoped around your business and quoted individually.

CHOOSE HOW TO WORK WITH US

A retainer buys agreed outcomes. A managed VA buys dedicated capacity. Use one or both, with distinct deliverables and no double charging.

01 / MONTHLY RETAINER

Accounting & bookkeeping retainers.

Ongoing finance support for business owners and CPA / accounting firms who want accurate books, timely reporting and a dependable monthly rhythm.

MONTHLY RETAINERDEFINED SCOPEBUSINESSES & FIRMS
Request a bookkeeping quote

Bookkeeping & month-end support

Organized, reconciled records that support everyday decisions.

  • Transaction categorization and bookkeeping maintenance
  • Bank and credit card reconciliations
  • Accounts payable and receivable support
  • Month-end close assistance
  • Management-ready financial summaries

Support for accounting firms

Extra capacity behind your own client work.

  • Ledger and working-paper preparation support
  • Reporting schedules and management packs
  • Expense and invoice processing
  • Process documentation and workflow coordination
Indicative scope

The lists above show typical work. Your exact scope, accounting software and reporting calendar are agreed during discovery and confirmed in your written quote.

02 / MANAGED STAFFING

Dedicated offshore talent.
Fully managed.

Add capacity without building or supervising an overseas team yourself. Our own operations team recruits, onboards, trains, supervises, pays and manages the people assigned to you.

DEDICATED MONTHLY STAFFWE MANAGE THE PEOPLESCALABLE
Hire a managed VA

Bookkeepers & accounting support

Additional hands for your accounting practice or finance team.

  • Bookkeeping assistants and accounting-support staff
  • Reconciliation and document preparation
  • Invoicing, billing and records administration
  • Defined workflows with team oversight

General admin & executive VAs

Reliable remote staff for day-to-day administration.

  • Inbox, calendar and scheduling
  • Data entry, CRM updates and research
  • Client coordination and back-office tasks
  • Executive and operations support
Who manages the staff?

Our operations team in the Philippines owns recruitment, onboarding, training, supervision, payroll and performance management. You set priorities and approvals and control the access you grant. Dr. Gonzales oversees relevant finance work at a leadership level; he does not personally perform routine VA work.

03 / OPTIONAL ADVISORY

Sharper decisions.
Stronger controls.

Separately scoped advice drawing on Dr. Gonzales’s background in corporate finance, internal control and due diligence.

CONSULTATIONPROJECT-BASEDWITHIN LAWFUL SCOPE
Speak with our principal

Finance & management advisory

Senior-level guidance for owners and management teams.

  • Management accounting and financial review
  • Internal control assessment and process improvement
  • Budgeting, forecasting and reporting design
  • Corporate due diligence support
A note on regulated services

Tax returns, statutory audit, assurance and any service requiring local CPA, registered tax agent or other licensing are not offered unless provided by appropriately licensed professionals under a permitted engagement. We make no guarantee of savings or results.

HOW AN ENGAGEMENT WORKS

From enquiry
to ongoing delivery.

01

Enquiry

Send the form on the contact page with your needs and country.

02

Discovery call

We talk through workflows, tools and goals with our principal present.

03

Custom quote

A written scope for a retainer, managed VA, or both with distinct deliverables.

04

Onboarding & delivery

We set up, hire if needed, supervise, and keep you informed.

COMMON QUESTIONS

Good questions.
Clear answers.

Transparent scopes and practical expectations from day one.

What is the difference between a retainer and a dedicated VA?+

A retainer covers agreed services and deliverables for a monthly fee. A dedicated VA is an assigned team member, managed by us, working to your priorities. You can combine both, but the deliverables must be distinct, so you are never charged twice for the same work.

Who recruits and supervises the offshore staff?+

Our operations team recruits, onboards, trains, supervises and pays the staff. We coordinate with you on tasks, performance and priorities.

Do you publish prices?+

No. Scope, volume, software and roles vary, so every engagement is a custom quote after a short discovery conversation.

Can we start small and expand?+

Yes. Many engagements can begin with a defined bookkeeping scope or a single VA and grow as needs change.

Do you offer tax, audit or attestation work?+

Not by default. We do not claim US or Australian CPA status, tax-agent registration or audit authorization. Regulated work is only offered through appropriately licensed professionals where permitted.

LET’S DESIGN THE RIGHT SETUP

The support you need.
Nothing you don’t.

Tell us your goals and we will propose a custom scope.

Request a custom quote