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Consulting Services

Expert advisory. Built around your situation.

Three focused consulting services for businesses that need expert advisory support — not just training. We advise, guide, and design. Your team implements.

3
Services
100%
Tailored
FREE
Health Check
Detailed Service: This page contains specific consulting service information.View all services
3 Consulting Services

Expert advisory for your specific situation

We advise, guide, and design. Your team implements. The goal is always to build capability that outlasts our engagement.

Flagship
Flagship Service
FINANCEDEPT.WorkflowSOPsRoles &StructureReportingFramework

BLUEPRINT

Finance Department Setup and Design

The complete architectural design of your finance and accounting department. Workflow, roles, SOPs, reporting framework, and compliance calendar — all designed for your specific business.

Best for

Companies setting up or rebuilding their finance function. Naturally leads into the Transform training program.

Engagement Type
One-time project
Starts At
USD 1,000
Three-Tier Service
FINREADFLOWWATCHPLANRIGHTTier 1Tier 2Tier 3

FINTELLIGENCE

Financial Intelligence Advisory

A progressive advisory service with three tiers: FinRead reviews your financial statements, FlowWatch builds cashflow monitoring, and PlanRight develops your annual financial plan. Enter at the tier that matches where you are.

Best for

Business owners and finance managers who need expert advisory on financial analysis, monitoring, and planning.

Engagement Type
FinRead one-time · FlowWatch and PlanRight ongoing retainer
Starts At
USD 250/month
Two-Track Service
Track 1Proactive ReviewTrack 2Audit Support

TAXGUARD

Tax and Compliance Consulting

Two tracks in one service. Track 1 is a proactive review of your compliance position before the tax authority finds the gaps. Track 2 is expert assistance when they already have.

Best for

Any business that wants confidence in their tax compliance — or needs expert support through a tax audit.

Engagement Type
One-time project
Starts At
USD 300
Our Approach

How we work with you

Every engagement follows the same principle: diagnose precisely, design specifically, deliver completely. We build your capability — not your dependency on us.

01DIAGNOSE& AssessFinance HealthCheck + Session02DESIGN& AdviseCustom SolutionBuilt for you03DELIVER& OutlastYour TeamImplements
A structured process from first assessment to lasting capability
What makes us different
We advise, you implementNo cookie-cutter templatesTailored to your specific businessCapability outlasts engagementExpert-led, practical output
Step 01

Diagnose

Understand & Assess

We start with the Finance Health Check or a free strategy session to get a clear picture of your situation, gaps, and goals.

Finance Health Check review
Discovery call with your team
Gap identification & priority mapping
Step 02

Design

Advise & Build

We design the solution around your specific situation — not a generic template. Every recommendation is tailored to your business.

Custom advisory roadmap
Tailored system design
Deliverable-based milestones
Step 03

Deliver

Implement & Outlast

We hand over everything your team needs to implement and sustain the solution independently. Capability, not dependency.

Full deliverable handover
Implementation support
Your team owns it after
Why Advisory

Why consulting — not just training?

Training builds skills in your team. Consulting builds systems for your business. Both matter — but they serve different needs. Know which one fits your situation right now.

System Design, Not Just Advice
We don't just tell you what to do. We design the actual system — the workflows, the structure, the framework — ready for your team to implement.
Built for Your Specific Situation
Every engagement is scoped and designed around your business, not a standard package. Different businesses need different solutions.
Capability That Outlasts Us
The goal is for your team to run independently after the engagement. We transfer knowledge and tools so you never need to come back for the same problem.
Expert-Led, Compliance-Ready
All consulting engagements are led by finance professionals with deep expertise in Philippine tax, compliance, and business finance systems.
What's covered in every engagement
Scoping callCustom deliverablesWritten advisory outputImplementation guideFollow-up Q&AExpert access throughout
CONSULTINGExpert AdvisoryWe DesignYou ImplementSpecific SystemsBlueprint / FintelligenceTaxGuardVSTRAININGSkill BuildingYou LearnYour Team GrowsStructured ProgramsGROUNDWORK / CLARITYTRANSFORM / COMMAND

What clients say

Real outcomes from business owners and finance teams who worked with us on consulting engagements.

BLUEPRINT
Blueprint gave us something we never had — a clear architecture for our finance department. We knew exactly who does what and why.
R

Rafael D.

CEO, Manufacturing Company

FINTELLIGENCE
FinRead was eye-opening. We finally understood what our financial statements were actually telling us — and what was missing.
M

Maria C.

Business Owner, Retail Group

TAXGUARD
We had a BIR audit incoming and TaxGuard helped us identify the gaps before the examiner did. We came out clean and confident.
J

Jose P.

CFO, Import & Distribution

3
Focused Services
built around your situation
100%
Tailored
no generic templates
Expert
Advisory
not just recommendations
Yours
Capability
that outlasts our engagement

Not sure where to start?

Take the Finance Health Check and get a consulting recommendation built around your specific gaps — or book a free Strategy Session to discuss your needs directly.

Free Finance Health Check
Personalized service recommendation
No commitment required
No commitment · Built around your specific situation