Accounting, tax compliance, and CFO advisory

Clean books.Compliant filings.Better owner decisions.

CPB Consulting PH helps Philippine SMEs keep accounting, BIR compliance, reporting, payroll support, and CFO-level decisions under control without building a full in-house finance team too early.

Client Portal Login Book Consultation Request Custom Quote
CPA-ledSenior finance judgment
SME-focusedPractical scopes and retainers
AI-assistedFaster workflows and dashboards
Core retainers

Packages built for the stage of your business.

These retainers are starting points. Final scope is recommended after review of transaction volume, tax type, entities, payroll count, backlog, BIR exposure, reporting needs, and complexity.

Accounting + Tax

Clean Books, On Time

For businesses that need bookkeeping, BIR compliance, and basic reports handled properly.

Entry compliance scope
  • Monthly bookkeeping
  • BIR filing support
  • Basic financial statements
  • Client portal access
Books + Advisory

CPB Pulse Visibility

For owners who need monthly reports, advisory, and a phone-ready view of business numbers.

Main owner visibility scope
  • Monthly close and filings
  • Management reports
  • Basic CPB Pulse
  • Monthly advisory call
CFO Advisory Lite

Actionable Finance Reviews

For growing businesses that need CFO thinking, deeper dashboard views, and monthly action plans.

Decision support bridge
  • Detailed CPB Pulse
  • Cash flow forecast
  • Budget vs actual
  • AI-assisted analysis preview
Fractional CFO

Finance Leadership Support

For complex businesses that need recurring CFO-level reporting, planning, and decision support.

Full CFO-level support
  • Full CPB Pulse
  • Bi-weekly CFO check-ins
  • Management reporting pack
  • AI CEO assistant eligible
Packages are starting points. You tell us the goal; CPB recommends the correct scope after reviewing business size, records condition, transaction volume, tax profile, urgency, and reporting needs.
Service areas

What CPB can handle for your business.

Short, practical service lines. These can be bundled into a retainer or scoped as a project when needed.

01

Accounting & Bookkeeping

Monthly books, reconciliations, schedules, and reliable close routines.

02

Tax Compliance & Planning

BIR filing support, tax calendar tracking, and practical compliance reviews.

03

BIR Assessment Support

Records review, reconciliations, computation checks, and response-pack support for LOA or assessment cases.

04

CFO Advisory

Owner-ready financial insight, cash reviews, planning, and management recommendations.

05

CPB Pulse Dashboard

CEO-friendly dashboard views for sales, operations, finance, tax status, and action notes.

06

Client Portal & Reports

Document requests, upload tracking, completed reports, dashboard status, and client files.

07

AI-Assisted Finance Workflows

AI-assisted review, analysis, dashboard preparation, and future CEO assistant workflows.

08

Audit & Records Support

Audit schedules, cleanup support, document preparation, and records coordination.

CPB Pulse

A live CEO dashboard for the numbers you actually manage.

CPB Pulse sits on top of clean books and compliance work. It gives owners a clearer view of cash, revenue, margins, receivables, taxes, and next actions.

Real financial visibilityBuilt from your actual accounting and operating data.
Regular review rhythmDashboards are discussed with CPB, not left as decoration.
Decision supportCash, pricing, receivables, and tax planning become visible sooner.
ABC Company sample sales dashboard: revenue movement, paid orders, collection rate, channel trend, and suggested follow-ups.
Credential posture

Senior-led, small-practice attention.

CPB Consulting PH is a focused advisory practice: direct senior CPA involvement, AI-assisted workflows, and specialist support where needed.

CPA since 2017

Accounting, tax compliance, advisory, audit support, and BIR-related work.

CFO-level operator

Former CFO-level experience in a Philippine corporation.

Assessment response experience

Hands-on experience supporting high-stakes tax assessment responses.

Automation mindset

AI-assisted review, dashboarding, reconciliations, and workflow design.

Book or request a quote

Choose consultation only, or request a custom quote.

CPB services are scoped around the business, records, operating needs, and compliance context. Send the case details and relevant files first so the consultation can be used for diagnosis, business planning, and a proper quote.

Custom quote request

COR, ATP, BIR registration documents, or tax notices.

FS, tax returns, trial balance, sales, bank, payroll, or accounting exports.

Contracts, reports, prior accountant files, screenshots, or anything useful for review.

Quote review flow

CPB reviews your request and issues a custom quote after consultation or document review.

  • Scope is based on business size, records, operating needs, and risk.
  • Files are used only to understand the case before the call.
  • Final pricing is issued after review, not through instant checkout.
Contact

Need a direct route?

Use the booking flow for consultation or quote requests. For quick clarifications, contact CPB directly.

Emailhello@cpbconsultingph.com
Phone / Viber0954 225 7797
LocationMetro Manila, Philippines

Existing client?

Use the CPB Client Portal to upload raw reports, view your dashboard status, and download completed reports uploaded by CPB.

Open Client Portal