Corporate Tax, Finance & Accounting Training

Step 1 — Discovery (15–30 mins): We clarify goals, audience, dates, headcount, and pain points.

Step 2 — Needs Assessment (1–3 days): Short survey + optional interview with your finance/HR lead. You may share sample policies, past issues, or anonymized reports.

Step 3 — Proposal & Syllabus (2–3 days): We send a tailored outline, learning objectives, schedule options (½-day, 1-day, 2-day), pricing, and deliverables.

Step 4 — Contract & NDA: We execute Service Agreement, Data Privacy/PDPA, and (if needed) NDA.

Step 5 — Customization (3–7 days): We adapt case studies, examples, and exercises to your industry and internal processes.

Step 6 — Logistics Lock-in: Venue (onsite/virtual), dates, final roster, AV/tech checklist, pre-reads sent to participants.

Step 7 — Delivery: Live training (onsite/virtual/hybrid) with interactive exercises, polling, and Q&A.

Step 8 — Assessment & Certification: Short knowledge check; participants receive Certificates of Completion.

Step 9 — Post-Training Report (3–5 days): Skills summary, attendance, assessment results, next-step recommendations.

Step 10 — Coaching & Support (30 days): Email helpdesk, optional office hours, and templates/cheat sheets.

• Team profile (roles, years of experience, tool stack e.g., QuickBooks, Excel)

• Top 3 challenges (e.g., withholding compliance, annualization, costing)

• Desired outcomes (e.g., reduce tax penalties, speed up month-end close)

• Preferred format & dates; headcount; onsite/virtual/hybrid

• Any internal policies or sample forms you want reflected (anonymized is okay)

Typical lead times:

• Light tailoring: 3–5 business days

• Deep customization (new cases/templates): 7–10 business days
  Rush options are available subject to schedule.

• Customized syllabus & slides

• Industry-relevant case studies and practice files

• Trainer(s): CPA/subject-matter experts

• Participant workbook/cheat sheets + answer keys

• Live Q&A and real-time troubleshooting

• Knowledge check + Certificates of Completion

• Post-training report and 30-day email support
  Add-ons: coaching hours, policy reviews, process mapping, and refresher micro-sessions.

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• Onsite: We train at your office or chosen venue.

• Virtual: Zoom/Meet (recording optional), breakout rooms, live polls.

• Hybrid: Onsite + remote participants.
  We provide a tech rehearsal for virtual/hybrid sessions.

• Tax: Comprehensive Tax, Tax Preparation, BIR compliance, EWT/VAT, Payroll Taxes & Annualization, Personal ITR

• Finance: Budgeting & Forecasting, Cash Flow, Financial Analysis & Ratios, Costing & Pricing

• Accounting: Closing & reconciliations, Internal controls, Chart of accounts & documentation
  If you need something outside this list, we’ll scope it.

• Team size: 10–200+ (ideal cohort: 20–35 for high engagement)

• Pricing: Flat fee per cohort/day or per-participant—depending on size and depth.
  Group/bundle discounts available for multi-day or multi-team rollouts.

• 50% to secure dates & start customization; 50% upon delivery (or NET-15)

• E-invoicing available; we accept bank transfer, cheque or PayMongo
  Special vendor registration documents can be provided upon request.

• Final participant list & emails

• Confirm dates/times, venue/meeting link, AV/tech

• Approve final agenda & cases

• Share internal templates you want mirrored (optional)

• Circulate pre-reads to participants (we provide)

• Pre/post knowledge checks (optional baseline)

• Attendance & engagement metrics (polls, exercises)

• Manager feedback on behavior change after 30 days

• Action plan template for each participant

• All participants receive Certificates of Completion from EAA.

• For CPD/TESDA alignment, we can map outcomes to your competency framework; formal CPD credits depend on regulator approvals and will be stated in the proposal if applicable.