Mission
CFO Anytime, Inc. will provide the best tailored consulting support and services as a trusted business partner.
Vision
Be the most preferred Consulting Service company with our existing and prospective clients realising operational excellence within our target markets and the region where we operate.
Corporate Objectives
- Maintain our professional reputation by adhering to all compliance requirements; and
- Foster the innovative environment for our people, products/services and processes with growth and stability.
Core Values
High Calibre
We care more than others think is wise; we risk more than others think is safe; we dream more than others think is practical; we expect more than others think is possible. We are what we repeatedly do.
Impeccable Character
We believe that the key to long-term business partnership is through open and transparent communication. WE ALWAYS welcome your honest and straight-forward feedback and we will address your concerns to your satisfaction. Character begins with each of us, who and what we are as human beings … dedicated, professional and reliable. These values incorporate related values of unquestionable integrity, credibility, honesty and hard work. This is summed up as “doing the right thing.”
Systematic
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Code of Conduct
Holistic, Enlighten, Envisage and Persuade
We ensure that in every consulting engagement we conduct, we and our clients will have a clear cut understanding of the current scenario that our client has and agree on their requirements. Collaboratively, we envision the best state for each business unit our consulting clients have. Mutually, we (our client and us) need to convince each other as business partners that the solutions we are offering to them is the best workable and the most effective and cost-efficient options that we have to increase productivity in a sustainable level. WE leave no trace of any doubt.
Innovate, negate mediocrity and nibble challenges
Average performance takes no place in our company. We always accept demanding tasks. Together, we will challenge the status quo and surpass difficulties. It is our belief that through excellence that we will realize growth and stability.
Self-Assessment Learn and Lead
We learn from each other. We always take pride in our conduct of business. Whenever it is applicable we also do research and undergo continuous professional and technical trainings to make certain the highest consulting standards and proficiency is employed for each engagement. We perform calibration during the conduct of the consultancy to serve the latest and applicable techniques and strategies available in finding solutions. We, invite professionals within our network to conduct peer review in our engagement practices. Our consultants are globally-recognized professionals and adhere to certain international professional discipline and standards.
Our Experts
We have more than 50 years of corporate and consulting experience in the field of Engineering, Ship-building supervision, Ship Management, Finance/Accounting, HR, Sales and Operations. Our consultant-engaged are professionally accredited and recognised both here and abroad. We understand your need in every aspect of your business operations as we were once implemented and executed business tactics and strategies like what you need right now.
Arthur Lee
Owner
Trish Foster
Employee
Leo Jackson
Employee
Becky Doe
Employee
Professional Standard
The Institute of Financial Consultants (IFC) is an international professional organization with a worldwide membership. IFC is chartered in the USA.
Certified Financial Consultant ® mark is registered with US Government Patent & Trade Mark Office, USA, and with the National Certification Commission, USA. IFC offers an educational program leading to the designation of Certified Financial Consultant ® (CFC) issued to qualified graduates.
The Institute is multidisciplinary, drawing its members from the related but separate fields of accountancy, insurance, law, funds management, tax and pensions. The Institute is forging a “new” profession that adopts the best features from these related professions and encourages the development of members’ qualifications as financial consultants on the basis of their current professional qualifications.
The ICMC promotes excellence and integrity in the management consulting profession. The Institute of Certified Management Consultants of the Philippines (ICMC) administers, and its chapters confer, the Certified Management Consultant (CMC®) designation that conforms to the international standards of the International Council of Management Consulting Institutes. The Institute and its members advocate for the CMC® designation and are dedicated to advancing the profession and delivering the benefits of those efforts to the client community.
Management Accountants therefore are seen as the “value-creators” amongst the accountants. They are much more interested in forward looking and taking decisions that will affect the future of the organization, than in the historical recording and compliance (scorekeeping) aspects of the profession. Management accounting knowledge and experience can therefore be obtained from varied fields and functions within an organization, such as inform information management, treasury, efficiency auditing, marketing, valuation, pricing, logistics, etc. CFO Anytime is committed to delivering the best practical solutions to your business requirements that will yield value in your organization.
A management accountant applies his or her professional knowledge and skill in the preparation and presentation of financial and other decision oriented information in such a way as to assist management in the formulation of policies and in the planning and control of the operation of the undertaking.
We provide a foundation in accounting, management and strategy – using both financial and non-financial information to direct tactical and operational decision-making to the business. Our expertise includes strategy, management accounting, corporate finance, operations management, internal control, financial accounting, statistics and economics, with an emphasis on ethics.
The Philippine Institute of Certified Accountants or PICPA is the accredited professional organization (APO) of CPAs by the Professional Regulation Commission (PRC) and has been awarded twice as PRC most outstanding APO among other professional organizations. The PICPA recognizes the four (4) sectors by which a CPA may be in practice: namely, Public Practice, Commerce and Industry, Education / Academe, and Government.
Given recognition likewise are the Financial Reporting Standards Council (or FRSC, formerly the Accounting Standards Council) and the Auditing and Assurance Standards Council (or AASC, formerly the Auditing Standards Practices Council.) as the official standard setting bodies of the profession. The Philippines adopts and follows the International Financial Reporting Standards / the International Accounting Standards, the International Standards of Auditing and the International Code of Ethics for Professional Accountants.
The Institute of Certified Forensic Accountants (ICFA) is Asia-Pacific’s fastest growing provider of forensic accounting and fraud-investigation training and education. The Institute’s commitment to reducing business fraud, developing and promoting the profession of forensic accountancy, and inspiring public confidence in the integrity of the profession has now being represent by tens of thousands of forensic examiners and accountants worldwide.
The ICFA is a great supporter of dissemination of forensic information and continued expansion of forensic accounting and consultation across the many professional fields of membership. The ICFA believes that forensic examiners and accountants must seek only for accuracy during investigations, evaluations, and examinations and must report only the true results of their findings in a fair and objective manner.
The Institute for Internal Controls (IIC) is the premiere professional body of internal control professionals in the world. IIC is actively engaged in advocacy for the internal control profession, developing professional standards, conducting best practice research and providing members access to tools and resources.
The Mission of The Institute for Internal Controls is to promote an effective internal controls environment by enhancing the implementation of good internal control procedures in order to:
- Deter and detect fraudulent activities;
- Reduce waste and abuse; and
- Increase efficiency, effectiveness, and economy of operations.
To accomplish our mission, The Institute for Internal Controls: Provides the professional certification of CICA and CCS to auditing and control specialists who demonstrate the highest skills in internal controls;
- Sets the highest standards for admission and designation as a CICA and CCS;
- Provides leadership to inspire confidence in the integrity, objectivity, and professionalism in the auditing profession and in the designation of CICA and CCS
Offered Services
What I Do
Services
Tax Consulting
Services
Tax Services for Businesses:
- Local and National taxes
- Business succession planning
- Executive compensation
- Personal financial planning
- Personal tax return preparation
- Retirement planning
- Year-end tax planning
Accounting Consulting
Services
- Choice of business entity, including analysis of tax ramifications, legal protections and employee benefits options
- Complete and submit federal and state applications for identification numbers
- Apply for business license
- Registration for government income tax and sales tax withholding and remittance
- Accounting and database software selection, customization and implementation
- Staff Training
Business
Plans
- Provide a clear, precise and meaningful sense of direction for your company for a specified period of time
- Plans can be prepared for both internal and external purposes
- Secure funding and lines of credit
- Incorporate performance measurement and key employee motivation
- Present information effectively to outside parties
Financial Operations
Management Outsourcing
- Internal Audit Professionals
- Controller/Assistant Controller
- Tax Professionals
- Accounting Manager
- Treasury Professionals
- Financial Systems and Business Analyst
- SEC Reporting Professionals
- Financial Planning, Analysis & Budget Professionals
- Public Accounting (Partners, Managers, Senior Professionals, Staff)
- Staff augmentation
- Contract-to-hire
- Direct hire placement services.
Finance and Accounting Staffing
- CFO/VP/Director
- CFO/Controller Outsourcing
Interim and Transitional
Management
- Experienced finance and management professionals
- Professional advice and guidance for startups and emerging companies
- Consultation to management teams in rapid growth and turnaround situations
- Professionals filling short-term vacancies
- Advisor-mentor support to executive teams
- Mergers and acquisitions specialists with national network
- Ongoing, short-term and special needs engagements
Financial
Consulting
- Lean Finance Transformation – Design and implement Lean finance capabilities and architectures that increase the finance organization’s effectiveness.
- Finance Leading Practice Gapping – Integrate leading practice tool sets to evaluate “gap analysis” of current practices, creating a better understanding of transformation opportunities.
- Finance Service Delivery Model Design – Standardize and improve processes to optimize finance shared services so that it becomes a decision support center of excellence.
- Finance Benchmarking & Comparative Analysis – Develop transformation strategies using benchmarks created in close collaboration with the client and other peers in the consulting industry, resulting in high-value insights.
- Planning and Performance Management – Develop a transformation roadmap that leads to an integrated end-to-end PPM function. Management – Develop a transformation roadmap that leads to an integrated end-to-end PPM function.