Is your QuickBooks tax-ready?
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Founder and Managing Principal · Philippine-licensed CPA
I've been a Philippine-licensed CPA since 2017 and a QuickBooks Online Certified ProAdvisor. I started ExcServ CAS in 2023 to give founders numbers they can make confident decisions with. That means clean books every month, delivered on time, by a team that's quick to respond. You focus on growing your business, with peace of mind that your books are well maintained in the background. When you book this call, you'll talk with me directly. I'll listen to how your business runs and show you exactly how we can support it.
Scope Review: Evaluation of your transaction volume, bank accounts, and software ecosystem (QuickBooks, Stripe, Gusto, etc.).
Catch-Up & Cleanup Needs: Assessment of any backlogged months or prior-period adjustments required before standard recurring work.
Custom Pricing Alignment: Transparent confirmation of your monthly retainer tier or custom project estimate.
SaaS & Subscription: Startups and subscription businesses that need accrual-basis books under US GAAP, including ASC 606 revenue recognition.
E-Commerce & Retail: Shopify, Amazon and Stripe sellers who need payouts, fees and inventory reconciled.
Law Firms & Professional Services: Firms that need clean monthly books, including trust accounting.
Growing US Businesses: Healthcare, trades, construction, nonprofit and agriculture businesses that want tax-ready year-end packages for their CPA.
You'll speak with Romnick Bercasio, our founder and a Philippine-licensed CPA, not a sales rep. We focus entirely on reviewing your financial workflow, assessing your monthly volume, and giving you clear, actionable guidance.
Not at all. This is a direct 15-minute consultation with Romnick, our founder. We review your transaction structure, clarify your goals, and confirm whether our services match your business model.
No sensitive documents are needed! Knowing your approximate monthly transaction count, primary bank/credit card account numbers, and current accounting software is all we need to give you an exact quote.
Once we confirm your scope and you sign your service agreement, we initiate system onboarding within 24 to 48 hours.
We handle full historical catch-ups and cleanups. During our call, we will evaluate how many months are behind and outline a fast catch-up roadmap to bring you current and tax-ready.
Our pricing is transparent and scaled to your business volume. You can calculate an instant, customized quote anytime using our Get an Estimate tool, or we can calculate it together on our call.
