Resources
Guides and toolkits
Guides to read and toolkits to actually use, built from the same playbooks used on client engagements.
Guide
The BIR Compliance Checklist Guide
A longer walkthrough of the filings and deadlines SMEs miss most often, with what to do about each.
Read guide →
Guide
The Month-End Close Playbook
How to sequence a close calendar so it doesn’t depend on one person remembering everything.
Read guide →
Toolkit
Close Calendar Template
The editable spreadsheet version of the close playbook above, ready to adapt to your own calendar.
Download →
Toolkit
BIR Filing Deadline Tracker
A simple tracker to keep recurring BIR deadlines from sneaking up on you.
Download →