Active packages
3
The first service ladder now has three concrete offers instead of an undefined package concept.
Recurring lanes
1
These packages can evolve into steadier monthly relationships once the first engagement is closed.
Proposal drafts
3
Proposal and engagement surfaces now share the same service-package source of truth.
Template seeds
3
Template cards now show reusable offer structures for launch, recurring, and cleanup service lanes.
Commercial Flow
Service packages feed proposals and delivery
Every service package should show conversion path, profitability posture, expected effort, document requirements, and the engagement template it creates.
Profitability
Estimate before proposal
Effort
Owner hours visible
Documents
Onboarding list required
Template
Engagement setup linked
Launch Service
BIR Registration Sprint
A focused guided package for solo CPAs who want a clean, explainable registration offer instead of a vague all-services pitch.
Price
PHP 6,500
One-time sprint
Deliverables
- Registration checklist
- Requirement tracker
- Submission next-step note
Best fit: New businesses that need guided compliance setup without a recurring monthly retainer yet.
Recurring Service
Monthly Bookkeeping Cadence
A recurring package for founders who need calmer monthly records, clearer deadlines, and a practical handoff into client CRM.
Price
PHP 9,500 / month
Recurring monthly
Deliverables
- Monthly bookkeeping summary
- Missing-document request list
- Deadline reminder handoff
Best fit: Small businesses that already operate every month and need less chaos around records and timing.
Cleanup Service
Payroll Compliance Reset
A short cleanup package for businesses whose payroll records or remittance timing are already slipping and need a calmer reset.
Price
PHP 8,000
One-time cleanup
Deliverables
- Payroll issue map
- Corrective checklist
- Owner review summary
Best fit: Operators who need a defined recovery package instead of an open-ended emergency promise.