Beyond Community

Turning Vision into Value

AGENDA
o About Us
o How We Work
o What We Do
o Tools to your success
o Finance Processes
o Procurement System
o BIR/Tax Compliance
o Contracts and Other Legal Documents
o Q and A
Industry veterans are the helm of Beyond Community
Jay Gaite Donnel San Antonio Val Landa

He worked as CFO of the Eon Group, a stakeholders A CPA by profession he 27+ years of experience in
A BS Accountancy graduate from San Beda College finance, accounting and audit work in various
relationship firm that services some of the biggest (Mendiola, Manila) and a seasoned Accounting
global brands in around twenty-one industries. industries:
(CPA) and Real Estate Service (REB) practitioner for
almost 25+ years. In 1993, as a fledgling audit staff, in an
As a member of Execom, Jay oversaw the
performance and execution of activities and internationally-affiliated accounting firm,
Handles books and tax compliance of doctors, Punongbayan & Araullo, Ernst and Young
programs related to finance, payroll, human lawyers, architects & MSME enterprises as well as
resources, procurement, administration, information International, immersed in various industries.
cooperatives & real estate developers.
technology and regulatory compliances as aligned
with business strategies of the company. In 1996, got a managerial job at an investment
Handles real estate selling of leading property banking arm of Bank of Commerce, Bancommerce
developers and leasing negotiations of various Investment Corporation and worked for Nozomi
With the COO they mapped out the property portfolios which include commercial spaces, Fortune Services in 2008. In this company, he
organization’s corporate strategy through a three building and land leasing. Clients include gas serviced twelve (12) companies and managed a pool
year Annual Operations Plan (AOP) by focusing on companies, hardwares, cooperatives, banks, of accountants to cater to the finance and accounting
strategic growth, KPI development, aligning agricultural companies and the like. services needed by these companies.
organizational structure and efficiently handling Handles documentation and transfer processing
capital to enhance shareholder value. (legal documents, BIR, ROD & City Assessors) of From 2009 to present, he worked as an accounting
real estate transactions. and an internal audit head in a manufacturing
He also led all fundraising activities by creating the company, interior designs company, worked in an
company's financial story, presentations and NGO & pre-need plan company until he landed as a
negotiating with financial institutions. Finance director in a PR-Marketing Communications
ConsultancyFirm
Who we work with

Click to add text

Click to add text
Click to add text

Soro-Soro Ibaba EON is a proudly Filipino firm Forest Lake Memorial

Development Cooperative that services some of the Parks, Inc. (one of the
(the biggest Agricultural biggest global brands around biggest memorial park
Cooperative in the twenty-one industries. developers in the
Philippines, with 50,000 Philippines)
plus members)
Our network can take you further

Click to add text

Click to add text
Click to add text
How We Work
At Beyond Community, we are looking for business solutions that meet your
specific needs. Our goal is to maximize your SME business by optimizing your
time, finding ways to save you money and increasing your profits.

Our focus is on small businesses and entrepreneurs so if you need a trusted

partner to take care of your books as your business grows, file your corporate
taxes or hire an employee and are wondering how to do that, we are here for you.

Our aim is to be the right partner for your company by helping you navigate
financial activities and play a role in advising when it comes to taking the right
operational and strategic turns.
FINANCE: WHAT WE DO
o Reporting and Analysis
o Stewardship
o Compliance
 FINANCE DUTIES AND RESPONSIBILITIES

REPORTING & STEWARDSHIP COMPLIANCE

ANALYSIS
We produce financial We are tasked to We ensure compliance
reports to enable help ensure that with policies and rules
management to make company is in a strong imposed by the
the right decisions for financial position to organization, government,
the company. sustain operations. regulators,
and stakeholders.
What we do
CFO
Stategic Planning Stakeholder Management
Budgeting Fundraising
KPI Development Acquisition/Exit or M&A

CONTROLLER
Sophisticated Reporting Process Management
Deep Analysis Team Oversight
Scalable Systems Internal Controls

BOOKEEPING
Day-to-Day Accounting Expense Management
Monthly Close Client Invoicing
Timely Accurate Reporting CPA Support
The tools to your success....
o Financial Dashboard
o Business Activity Report
o Account Receivable/Payable Balance and Ageing
o Billing Status
o Cash Flow
o Internal and Tax Compliance
o Annual Budget and Variance Analysis
o Financial Forecasts
o Strategic Planning
o Review of Processes
FINANCE PROCESSES
Revenue
o Monitoring of revenue (BAR)
o Document routing/flow
o Signatories
o Timeline
Billing
o Custodian
o Requirements:
✔ Contracts
✔ Purchase Order of client;
✔ Service Order of client;
✔ LOA/Completion report, etc.
o Billing Tracker updates
o Draft and Actual Invoices
Collection
o Custodian of OR
o Monthly Aging
o Follow-ups of billings due for collection
o Sending of SOA every 1st week of the month
Check Disbursement
o Custodian:
✔ (External)
✔ (Internal)
o Requirements:
✔ Invoices, ORs
✔ Purchase Order (PO);
✔ Other supporting docs such as SOA, contracts
o Approvals:
o Timelines
✔ Deadline of PO for disbursement
✔ List of checks for release
✔ Releasing of checks
Petty Cash
o Custodian
o Amount and Use
o Approvers
o Liquidation
BIR/TAX COMPLIANCE
BIR/TAX COMPLIANCE
o Level of Compliance
o VAT/Percentage Tax
o Input – ORs and tape receipts should be registered and named under
company name (not handwritten) .
o Output – VAT exempt and Zero-rated Sales Certificates

o Withholding taxes
o Tools –tax calculator

o Requirements from Suppliers:

o Goods – invoice and collection receipt (CR)
o Services – official receipts (OR)
o Must be BIR-registered and issues OR
AUTOMATED
PROCUREMENT SYSTEM
(APS)
 APS PROCESS FLOW

NO

Other
Requestor Preparation of PO docs?

YES

Purchase Request APV and check

on APS with Comptroller/FD and
voucher
supporting docs CFO approval
processing

NO
BU Head pre- TPC
Approval of Check
project?
approval Voucher
YES

YES YES
NO
Approved? 50% Paid? Releasing of
Check

NO
Q&A