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Accounting Proposal

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Joseph Arg Casas
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0% found this document useful (0 votes)
58 views12 pages

Accounting Proposal

Uploaded by

Joseph Arg Casas
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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 OVERVIEW

ARC-5 BOOKKEEPERS stands for AR- ARLITO, C for


CASAS. The owner of the business who lately passed away, in
short, ARC. Number 5 was added to indicate the 3 remaining
employees of the company namely: Melanie, Ivy, and Janno,
along with the two and only son / daughter of the late Sir Lito
who is Ms. Glenda C. Casas, the eldest, and last but not the
least, the youngest son, Mr. Argwin Casas.

The departed wife, of the late Sir Lito, my mother, Gloria, still,
has the willpower to continue to support and give care to the
business. An informal meeting was held during the interment
days of SIR LITO, headed by his son, Mr. Argwin Casas, the
employees, majority of them said that they still want to stay on
board with us, and thus, upon telling them about future
alignment of the co-ownership restructuring setup, all of them is
feels excitement & are more determined to their task and their
respective responsibilities, without the need to be constantly
monitored or frequently asked to do so.

“My Father’s hard work is fueled by plans and dreams of his Bookkeeping Services
Business. He works hard to achieved for his Family’s Life Goals.”

Given life’s constant uncertainties and trials, some early efforts were made while he
was still alive, maybe it wasn’t still the right time, thus, for me to gather more skills,
knowledge and understanding, I was encouraged to start back from the bottom, sent to far
areas, to apply, to struggle, to start back my own company and to be the man I want to be,
choosing my own path & making my own decisions, facing my own consequences, and
finally to make better realizations and to adopt more in-depth virtues in business industry,
for my personal growth advantage , and to generate value for customers & clients.

THANKS PA & TO THE EXISTING CLIENTS, NOW I FIND THE MANLINESS IN ME, AND
I WILL CONTINUE YOUR LEGACY, THE GOOD DEEDS, AND ALL YOUR PRINCIPLES
IN LIFE, THE OCCUPATION YOU STARTED, I / WE, WILL FINISH.

ARGWIN CASAS | ARC-5 CO MEMBERS | YTAE CONSULTANCY

TO THE BOARD OF DIRECTORS:


CEBU OHANA DEVELOPMENT CORPORATION
CEBU OHANA UNITED FOOD CORPORATION

THRU: DR RAMA / INSAO

OUR PROPOSAL:

 BOOKKEEPING SERVICES / Ai MANAGED OPERATIONS

ARC-5 BOOKKEEPERS BOOKKEEPING SERVICES aims to


use the latest technology, including Ai (Artificial Intelligence)
SYSTEMS & PROGRAMS which benefits both clients and firm:

 to reduce cost, and to generate more value to the


clients & to increase efficiencies in eliminating errors;
 to still use traditional bookkeeping slowly combining
with cloud based google expertise for easier file
access and will have more transparency to users,
clients, and all types of third-party audience/viewers;

 to implement a 5-year business plan strategy in order


to anticipate any significant changes in accounting
industry moving forward.

 SCOPE OF SERVICES

THE BUREAU OF INTERNAL REVENUE (BIR) has change


over the past two decades. An example would be is how they
mail our Letter Notices or LN. Before, it is course through via
MAIL SERVICES or postman, now they’re upgrading, through
registered e-mail already and just when every morning we
check our G-mails or AOL, etc., we can see it right away in just
few clicks though our mouse.

The clacking sound typewriter is over, digital forms or E-BIR


FORMS flourished and replaced the old method. Thus, the
new package aims to modernize the tax filing process. It saves
time and effort by eliminating the need to do the manual
process of filling out forms and submitting them physically to
the BIR.

ONLINE PAYMENTS is the new normal way of paying our


bills too. Ever since the pandemic, the people prefer not to wait
for long lines. The government has made ways for easy
management of paying bills, and so also, with the BIR tax
returns. WE can actually pay our taxes right in the comfort of
your homes, offices or anywhere else as long as there is
internet data connection. Unlike before, wherein you have to
queued in the banks very early in the morning, just to avoid late
payments.
OUR SERVICES, “WE WILL CONTINUE THE TAX - PLANNINGS,
THE TAX STRATEGIES MY FATHER FORMULATED FOR YOUR
BUSINESS, WHATEVER HIS STYLE AND WAYS, WE FOLLOW”

i. Determination of the monthly and quarterly Output Vat Payable and


preparation of its corresponding forms (2550M & 2550Q now only
quarterly) and reflecting them in SLSP (SUMMARY LIST OF SALES
& PURCHASES) E SUBMISSION;

ii. Determination and preparation of the Quarterly Income tax and Annual
Income tax of the Corporation & Individual. (1702 & 1702Q / 1701Q &
1701);

iii. Preparation of the necessary forms and determination of the


corresponding amount to be remitted to the Bureau of Internal
Revenue (BIR) for Withholding Taxes on Compensation (1601-C),
Final Tax (1601-F) and Expanded (1601-E now 0619-E & 1601-EQ), if
any;

iv. Assistance in the preparation of the necessary forms and


corresponding amount to be remitted to the Social Security Service
and Philippine Health Insurance Corporation, PAG-IBIG, if any;

v. Sorting and recording of clients Business Documents / Purchases / in


their corresponding Journals / Ledger, provided by the BIR;

vi. Perform Consultation to client for any question/query that may arise in
its day-to-day transaction, including assistance to client in matter of
government compliance such as BIR, LGU’s and SEC;
Deadline for Completion of Services:

The deadline for the preparation and submission of the Monthly


Task shall be communicated, monitored accordingly by the
clients in charge personnel and the firms assigned officer;

Schedules / Needed Receipts Folder to prepare such reports


shall be submitted by the client on or before 5th day following
the close of the taxable month.
Payment of Services:

Monthly payment of Twenty Thousand Pesos (P20,000.00) for


the services rendered shall be paid on every 15th of the
succeeding month.
The preparation of the Annual Audited Financial Statements
and Annual Income Tax Return shall have an additional lump
sum fee STARTING FROM (P10,000.00 up to P 30,000).

Other service that is not enumerated above will be charge


according to the extent of services rendered.

Term of Agreement:

The agreement shall take effect starting on December 2023


and shall continue indefinitely. However, a contract may be
provided anytime at the discretion of either party.

 MEMBERS / FUTURE TEAM MANAGERS

ARC-5 BOOKKEEPERS
CLIENT CONCERNS
IVY / MELANIE - JANNO -
ACCOUNT LIAISON &
MKTG.
OFFICERS
GLENDA - SUPERVISED BY
GRAPHICS ANTHONY - IT :
DESIGN / GOOGLE DOCS
REPORTS EXPERT YTAE
CHECKER CONSULTANCY
Thank you very much (DR. RAMA AND FAMILY for all the help, during our
father's recovery period in the hospital & in the interment service, the
funeral arrangements, and thank you too, Erlinda Insao & Rider, for being
at the cemetery ... to be sure everything ran smoothly, so much we
appreciate it all..

NEXT PAGE LIST OF EXISTING MANILA CLIENTS….


FROM 3 NOW 47 CLEINTS IN 3 YEARS,
IT BOOM AFTER MARAWI SIEGE, OUR MUSLIM BROTHERS
HELPED ME SURVIVED DURING PANDEMIC AS THEY ALL MOVE
HERE IN MANILA LOOKING FOR BETTER OPPORTUNITIES AND
GREAT LOCATIONS FOR THEIR BUSINESSES

Corporate Clients
 Aerogreene Industries Traders Corporation
Blk 4 Lot 6 Phase 8 Golden City Dasma 3 Salawag Dasma, Cavite City

 Caplinq Philippines Inc.


Unit 611 & 612 Civic Prime Bldg. 2501 Civic Drive Filinvest Corp.,
Alabang Muntinlupa

 Don Melecio D Fabros Sr. Memorial Foundation


1741 F. Agoncillo Street, Malate Manila

 Feast-Maker Banquet Company


Unit 101 Plaridel Masonic Temple 1440 San Marcelino Street, Malate
Manila

 Habagat 1 Productions Inc.


954 Kundiman Street, Sampaloc Manila

 Joan-Marls Fabskin Maker Aesthetics Company


940 Sto. Tomas Street, Cor. Josefina Street, Sampaloc Manila

 Knighthood Properties Inc.


106 Aguirre Street, 31F Greenbelt Radissons Legaspi Village San Lorenzo,
Makati City

 Loriekot Int'l Logistics (Philippines.) Corp.


Bk 6 Lot 16 Wilson Street, Avida Southfield Settings, Canlubang Calamba
City

VAT & NON-VAT


 Archangel Consumer Goods Trading
Unit 2553 & 2255 513 MV Delos Santos Street, Sampaloc Manila
 Atif Dry Goods Trading
43-E. A. Mabini Street, Sitio West Rembo Makati City

 Baby Shan Dry Goods Trading


No. 91 Malolos Ave., Bagong Barrio Caloocan City

 Baby Shan Dry Goods Trading1


12 Pio Valenzuela Marulas, Valenzuela City

 Bark & Buddies Pet Shop


6951 Washington Street, Pio Del Pilar Makati City

 DB-551 B&S Scarp and Materials Trading


551 A. Arnaiz Ave., Pasay City

 DestinyMoto Motorcycle Parts & Accessories Shop


102 Eran Apts. 6847 Hoover Street, Pio Del Pilar Makati City

 Dindra Dry Goods Trading


546 Herbosa Street, Tondo Manila

 Divi-Smart88 Dry Goods Trading


18 L. Bustamante Cor. Benin Street, Caloocan City

 Elemenetes Electro Mechanical Services


401 Quintos Street, Sampaloc Manila

 Grace Immigration Consultancy Services


1133 Musa Street, Sampaloc Manila

 Haima Consumer Goods Trading


1-C and 1-D 1729 FB Harrison Street, Pasay City

 Hajjar Variety Store


576 Earnshaw Street, Sampaloc Manila

 Helens Blossom Flower Shop


1380 Don Quijote Street, Sampaloc Manila

 Husniya Dry Goods Trading


Unit A3 Cuevas Tower Pedro Gil Street, Malate Manila

 Jabri Dry Goods Trading


92 A Liberty Ave., Murphy Cubao Quezon City

 Janeths Bakeshop
506 MV Delos Santos Street, Sampaloc Manila

 JDL Consumer Goods Trading


30 Pascual Street, Tinajeros Malabon City

 JH-Online Footwear Shop


1652 F. Agoncillo Street, Malate Manila

 JJSP Dry Goods Trading


1A Luna Street, San Joaquin Pasig City
 KCM Food Station
927 Pedro Gil Street, Cor. Agoncillo Street, Malate Manila

 Marino Eatery Softdrinks


1948 Maria Orosa Street, Malate Manila

 Marlink Variety Store


1920-1924 G. Tuazon Street, Sampaloc Manila

 Marlink Dry Goods Trading


Lot 2B Blk. 88 Sampaguita Street, Camarin Caloocan City

 Marlink2 Dry Goods Trading


550 Reparo Street, Baesa Road Caloocan City

 MV Food Stop
513 MV Delos Santos Street, Sampaloc Manila

 M&M7-22 Dry Goods Trading


6951 Washington Street, Pio Del Pilar Makati City

 Opik Consumer Goods Trading


582 New Panaderos Street, Mandaluyong City

 Opik Consumer Goods Trading1


428 Barangka Drive, Mandaluyong City

 Princess Nawal Variety Store


1131 San Andres Street, Malate Manila

 Realsan Enterprises
2002 Maria Clara Street, Sampaloc Manila

 Rose2-88 Dry Goods Trading


1948 Ma. Orosa Street, Malate Manila

 Ronaldo Vergara Dental Clinic


Room 502 San Luis Terraces, 636 TM Kalaw Ermita Manila

 Samie Dry Goods Trading


339 A. Arnaiz Ave. Pasay City

 Samerah Dry Goods Trading


430 A. Arnaiz Ave. Pasay City

 Samantha’ Flower Shop


1380 Don Quijote Street, Sampaloc Manila

 Somraj Enterprises
2140 Fidel Reyes Street, Malate Manila

 The Glow Up Therapeutic Clinic


541-B MV Delos Santos Street, Sampaloc Manila

 VTB-JS Disaster Supplies Trading


2313 Rizal Ave. Santa Cruz Manila

 Victoria Vergara Dental Clinic


IMS Dept. GF Dona Salustiana Medical Tower Manila Doctors Hospital UN
Ave. & TM Kalaw Street, Ermita Manila

 Vproject Food Corner


541-A MV Delos Santos Street, Sampaloc Manila

THANK You for taking time to scroll down and check our proposal!

CHARACTER REFERENCES: LOOK FOR “JOSEPH”, - ACCOUNTANT PLS.

Ms Joan Chua CP. NO. 09568849280

1. FACILITATES / ASSIST IN E-CAR OF HER HOUSE AND LOT


IN Quezon City

2. Manage Joan Marls Aesthetics Company LGU’s / BIR’s


Compliances

3. Manage Lapelle Beauty Products LGU’s / BIR’s


Compliances

4. Manage Beauty Miller Salon LGU’s / BIR’s Compliances

Senator Joey Lina thru sir John Gacutan (02) 8527 0011 –
Presidents Office

1. FACILITATES / ASSIST IN E-CAR / RD TITLE OF his SMDC


SHORE 2 PROPERTY

2. FACILITATES / ASSIST IN E-CAR / RD TITLE OF his QC


CONDO PROPERTY – STILL ON GOING

3. ASSIST IN RESELLING HIS SMDC SHORE 2 CONDO


PROPERTIES

CONG. ATTORNEY ARNEL DOLENDO thru


ROWENA BRAGAIS

1. BUYER OF 135 SQ METER LOT IN NAKPIL MALATE AREA

2. MANAGE RENTAL PROPERTY OF LOT SOLD AND HAVE IT


RENTED BY A BUILDING CONTRACTOR
KAGAWAD SOON CHAIRMAN MIKE
ANDAYA
CP NO. 0992 487 7977

1. MANAGE FOOD CARTS HERE IN SAMPALOC


MANILA, AN ON-CALL FRIEND DOING GRAB
SERVICE HERE IN MANILA

HABAGAT 1 PRODUCTIONS, INC / CRAIG ST., SAMPALOC MANILA


DON JOSE JAVIER A BAGATSING A LONG TIME CLIENT
THRU EDWIN DR REYES CP NO. 0928 327 0681

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