TaxGuro Accounting Consultancy Servicea

4.9

(18) 18 reviews

Sitio Lumbia Brgy.San Roque Biliran Biliran
Biliran, Biliran 6549

Services

BIR Registration & Closure Assistance

1 hr₱2,500

Tax Consultation (Advises para sa Pagless sa mga Taxes)

1 hr₱650

Audited Financial Statement Preparation

1 hr₱10,000

Bookkeeping Tutorial Para Business owners and Bookkeeper

1 hr₱1,000

Filing Taxes (1701Q, 1701A, 2551Q, 2550Q,1604C)

1 hr₱1,000

Lesson Plan Overview:
This tutorial aims to equip the client with essential QuickBooks Online (QBO) skills, focusing on
transaction categorization, payroll processing, bank reconciliation, and tax compliance.

Session 1: Introduction to QuickBooks Online (QBO)
• Overview of QuickBooks Online Interface
• Understanding Dashboard Features
• Customizing Account Settings

Session 2: Transaction Categorization
• How to Categorize Income & Expenses
• Categorizing Chase Checking, Chase Card, TX IOLTA, NC IOLTA, NY IOLTA, Key Card,
Key Op, and American Express Transactions
• Rules for Auto-categorization in QBO
• Reviewing and Adjusting Categories

Session 3: Payroll Processing in QBO
• Setting Up Payroll for Employees
• Running Weekly Payroll
• Reviewing Wages and Taxes
• Payroll Tax Compliance and Payment
• Handling Payroll Liabilities (Jan-Nov 2024 Data Update)

Session 4: Bank & Credit Card Reconciliation
• Understanding the Importance of Reconciliation
• Reconciling Chase Card Transactions
• Reconciling Key Bank, American Express, and Other Accounts
• Identifying and Fixing Discrepancies

Session 5: Financial Review & Reporting
• Reviewing Profit & Loss Statements
• End-of-Year Closing: Profit & Loss & Balance Sheet
• Updating Data for 2023 Tax Return
• Reviewing and Updating Payment Invoices (Feb-Nov 2024)

Session 6: Tax & Compliance Tasks
• Filing Payroll Returns and Paying Taxes
• Calculating Tax Liabilities for 2024
• Creating Washington Employment Security Department Credentials
• Understanding FUTA & WA ESD Tax Compliance

Session 7: Advanced Accounting Tasks
• Logging into Department Access for Tax Payments
• Setting Up Auto Weekly Payroll
• Handling Bifurcated Transactions
• Creating & Matching Upwork Bills

Session 8: Hands-On Practice & Q&A
• Reviewing Transactions for Jan 2025
• Practical Exercises on Payroll Processing
• Q&A and Troubleshooting Common QBO Issues
• Final Review & Best Practices
Resources Required:
• Access to QuickBooks Online
• Company Transaction Data (for practical exercises)
• Payroll Setup Details
• Bank & Credit Card Statements for Reconciliation
Assessment & Completion:
By the end of this tutorial, the client should be able to:
1. 2. 3. 4. 5. Efficiently categorize transactions in QBO.
Process weekly payroll and manage tax liabilities.
Reconcile bank and credit card transactions with accuracy.
Generate and analyze financial reports.
Maintain compliance with payroll tax regulations.
A final Q&A session will be conducted to address any additional queries.
Notes:This schedule is flexible and can be adjusted based on the client's specific needs and pace of
learning. Additional sessions can be arranged if necessary.

BMBE Bookkeeping Automation

30 minsFree

Ang Excel na ito ay para sa BMBE. Ano ang kagandahan ng excel na ito?

1. Mayroon kayo guide pano isulat sa Aklat ang cash disbursement and cash receipts Journal.
2. Guide para sa pagfile sa 1701, 1701Q and 2551Q. Easy nalang ang pagfile.
3. Financial Statements (Guided by CPA). Kasama na dito ang income statements, balance sheets, statements of changes in owners equity, and Statements of cash flows. Hindi niyo na kaylangan pa palaging magpapagawa ng FS.

BUNOS:
- Customized account titles
- One year Support

Demo for VAT Tools

30 minsFree

Team

About

Provide expert business tax consultation services for small and medium business owners in the Philippines.

📊 Our Services
✅ Tax Filing
✅ Business Registration
✅ Tax Planning and Advisory
✅ Bookkeeping Tutorial
✅ Audited Financial Statements
✅ Filing of Taxes

+63 945 146 6586

rosbenmurillo@gmail.com

https://www.philippinetaxationguro.com/

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Reviews

18 reviews

JOSEL ARMEA
·
Although the consultant had some net issues, I appreciate it having compensated with extra time to cover my consultation. I would rate it 5/5 as I have got what I needed.
fred m
·
ito lang masasabi ko. oNE of the best.
dahil sa bir tool ni sir Murillo. I was able to finish my bir forms in no time. and guess what now i am spending my valued time with something much more important than filing my taxes.. spending it with love ones and more time to produce more income.. i highly recommend this tool.. slmat po..
Raffy
·
Very informative and gave good comparative examples of the advantages and disadvantages of the different tax rates.
Blessed Acab
·
Thank you, sir for putting yourself into your client's shoes. Very approachable ka din po. More power po!
Jeckson Ginez
·
Thank you for your helping me for the closure of my Business permit.

based on the assistance you've given me, I can say that your service is excellent. You are organized, and quick to provide help with my questions or needs. If you are providing services to others, their experience with your assistance will surely be positive.

I hope you continue to improve and expand your services, and may your dedication to helping those in need continue!
Charmaine
·
Thank you so much Sir ang dami ko natutunan sobrang laking help po God bless po🤗