Free Resources

Practical Tools For Business Owners

BUSINESS REGISTRATION

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New Business Registration Checklist

Starting a new business in the philippines?

use this checklist as a basic guide to registrations, document requirements commonly encountered when setting up a business.

Covers:

Business name or entity registration

Local government requirements

BIR registration

Books of accounts

Employer Registrations

Basic post-registration requirements

Best for: New entrepreneurs, startups and business owners preparing to formalize their operations.

TAX COMPLIANCE

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Monthly Tax Compliance Checklist

keep track of your recurring tax requirements.

this checklist helps business owners organize the documents and basic information needed for regular tax compliance.

Covers:

Sales records

Purchase and expense documents

Withholding tax records

Payroll related information

VAT or percentage tax records, where applicable

Tax filing and payment monitoring

Best for: Business owners who want a simple monthly compliance routine,

ACCOUNTING & BOOKKEEPING

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Month-End Accounting Checklist

A Simple guide before closing your books for the month.

use this checklist to review whether important accounting records have been completed before preparing monthly financial reports.

Covers:

Sales and Collections

Expenses and disbursements

Bank reconciliation

Accounts receivable

Accounts payable

Inventory

Payroll

Supporting Schedules

Basic management review

Best for: Business owners, bookkeepers, and small accounting teams.

These resources are intended as general working guides and maybe adapted depending on the needs of your business.

Need Help Beyond the Checklist?

If your business needs support with accounting, tax compliance, financial management, or business advisory, our team can help you apply the right approach to your specific situation.