Consultancy for Philippine SMEs

Clear numbers.
Simple systems.
Room to grow.

Optivance helps small and medium enterprises across the Philippines put accounting, digital marketing, technology and operations on one steady foundation — with practical support you can actually use on Monday morning.

Remote-first · Working with owner-led businesses nationwide

One team, four disciplines

  • Accounting & finance
    Books that close on time and numbers you can decide with.
  • Digital marketing
    Facebook and Instagram work that ties back to actual sales.
  • Technology integration
    The right tools, connected, so nothing is entered twice.
  • Operations
    Clear processes, owners and numbers to watch each week.
Explore the services →
Who we work with
  • Retail & wholesale
  • Food & beverage
  • Professional services
  • Logistics & distribution
  • Construction & trades
  • Online sellers
  • Clinics & wellness
  • Light manufacturing
What we do

Four disciplines, one accountable team

Most SMEs do not need four separate vendors. They need the numbers, the marketing, the tools and the day-to-day running to finally agree with each other.

01

Accounting & finance

Bookkeeping, monthly close and reporting handled properly — so you know where the business stands before you have to decide.

  • Bookkeeping and monthly close
  • BIR-ready schedules and filing support
  • Cash flow forecasting and budgets
  • Inventory costing and margin reviews
What's included →
02

Digital marketing

Steady, honest marketing on the channels your customers already use — planned, published and measured against sales.

  • Facebook and Instagram page growth
  • Content calendars and captions
  • Landing pages and lead capture
  • Ad spend reviewed against revenue
What's included →
03

Technology integration

The right software, set up once and connected properly, so your team stops re-typing the same data into three places.

  • Choosing tools that fit your size
  • Cloud accounting setup and migration
  • POS, e-commerce and bank feeds linked
  • Automations that remove double entry
What's included →
04

Operations

Simple, written ways of working — so the business runs the same whether or not the owner is in the room that day.

  • Process mapping and plain-language SOPs
  • Roles, hand-offs and accountability
  • Inventory and supplier controls
  • A weekly KPI pack the team understands
What's included →
How we work

A steady path, from first call to monthly rhythm

No long lock-ins and no jargon. We start small, prove it works, then take on more only if it helps you.

  1. 01

    Listen

    A free 30-minute call about the business, what is working and what keeps you up at night.

  2. 02

    Diagnose

    A short review of your books, tools and workflows, written up as one clear report with priorities.

  3. 03

    Build

    We clean up the numbers, set up the tools and write the processes — with your team, not around them.

  4. 04

    Run with you

    Monthly close, a reporting pack and a standing check-in, so nothing quietly drifts again.

Ways to work together

Start where it hurts most

Every engagement begins with the same free consult. Where it goes next is your call.

Clean-up Sprint

A fixed-scope catch-up for books, records and filings that have fallen behind.

Quoted after your consult One-time · 2–6 weeks Ask about this
Most chosen

Monthly Partner

Your ongoing finance and operations support — close, reporting, and one standing check-in.

Monthly retainer Quoted after your consult · month to month Book a consult

Project Build

A scoped build: new system setup, a marketing launch, or an operations redesign.

quoted per scope Project · milestone-based Ask about this

Let's start with a free 30-minute consult

No pitch deck. Just a straight look at where your business is losing time and money — and what we would do first.

Book your consult