← All deliverables
04Months 1–3

Accounting Upgrade + Automation

Clean books. Automated invoices. BIR-ready by default.

In Progress
0%
Complete

Scope

Current process audit, tool recommendation, setup, and staff SOPs. Invoice automation, expense tracking, BIR alignment. 30-day health check in Month 3.

Process audit complete; platform comparison published. Vendor demos pending before final selection.

Completed

  • Current accounting-process audit complete
  • Platform comparison published
  • BIR-compliance requirements mapped

Up Next

  • Vendor demos (QNE, Xero)
  • Final platform selection
  • Setup + staff SOPs
  • 30-day health check (Month 3)