J.O. Tabalba & Co. helps corporations coordinate accounting information and corporate records for agreed SEC filings. We work with management and the people responsible for company records, keeping financial statement preparation, external audit and corporate approvals distinct.
What We Help With
Required filings depend on the entity's legal structure, registration, activities and current rules. Corporate approvals and legal questions should be referred to the authorised officers or qualified counsel as appropriate.
- General Information Sheet preparation support where applicable
- Financial statement filing coordination and supporting accounting schedules
- Monitoring recurring SEC filing requirements within the agreed scope
- Corporate record coordination and follow-up on information needed for submissions
- Selected amendments, registration updates and corporate secretarial coordination where within scope
Who This Is For
Newly registered corporations, small and growing companies, established Philippine businesses and foreign-owned entities may need recurring filing support. We can coordinate with an existing accountant or corporate secretary rather than replace every part of the company's compliance arrangements.
How the Engagement Works
- Review registration documents, prior filings and the current corporate record position
- Agree which filings, schedules and coordination tasks are included
- Request current information and confirm it with the responsible officers
- Coordinate authorised submission and retain acknowledgements for the agreed filings
What We Typically Need
Typical starting records include the SEC registration documents, articles and by-laws where applicable, prior GIS and financial statement filings, current officer and ownership information, relevant resolutions, and accounting schedules. We request only the records needed for the identified work.
Frequently Asked Questions
Can SEC compliance be handled separately from bookkeeping?
Yes. Filing coordination can be a separate engagement when your team can provide the necessary corporate and financial records.
Can you assist with GIS and annual filings?
We can assist with applicable GIS and financial statement filing work after reviewing the entity's requirements. Not every entity has the same forms, approvals or submission arrangements.
Can you support foreign-owned companies?
Yes. We assess the Philippine entity's registration and coordinate local records with management or its overseas finance team. Questions requiring legal advice remain outside the accounting engagement.
Can SEC requirements be coordinated with BIR compliance?
Yes. The engagement can align accounting schedules and document requests while keeping each agency's requirements and filing responsibilities separate.
Is an external audit included?
Not automatically. Financial statement filing support is distinct from an audit, which requires separate acceptance under applicable professional, independence, eligibility and accreditation requirements.
Related Services
Related Industries
Discuss Your Requirements
Tell us your business type, current accounting or compliance setup, and the service you need. We will discuss the records and scope with you before agreeing the engagement.
Discuss Your Requirements