Savvi Accounting and Shared Services

What Savvi Accounting and Shared Services does

Savvi Accounting and Shared Services is a privately held, boutique accounting and business services firm headquartered in Angeles City, Pampanga, Philippines. Founded around 2017-2018, the firm operates with a small team (1-10 employees) from a single office and serves local SMEs, professionals, freelancers, and new business owners. Its core offering is professional accounting and taxation services delivered by licensed CPAs, covering tax compliance, bookkeeping, payroll, financial statements, and government contributions (SSS, PhilHealth, Pag-IBIG). The firm is a XERO Certified Partner and uses the XERO cloud accounting platform as its primary technology stack for client-facing bookkeeping and reporting, citing benefits of accessibility, data security, cost-effectiveness, and scalability for local SMEs.

Beyond core accounting, the firm operates three distinct service lines: (1) Business Registration services, acting as a liaison with Philippine government agencies including DTI, SEC, and BIR for permits, renewals, and compliance; (2) Marketing Services, offering website development, SEO, social media management, content marketing, and web analytics; and (3) Business Advisory, including cash management, exit planning, and growth consulting. The revenue model is professional services-based, combining monthly retainers for ongoing accounting work with one-time project fees for registration, tax filings, and discrete engagements. Pricing is quote-based and not publicly disclosed; a free first-hour consultation serves as the lead conversion mechanism.

Distribution is direct and digital: the firm relies on its website, an active blog publishing educational content, social media, SEO, a structured referral program (paying 5% on one-time clients and 15% on retainer clients), and free downloadable regulatory resources such as TRAIN Law and CREATE Act guides. Despite being physically located in Angeles City, the firm markets and serves clients across the Philippines. The firm has no outside funding, no parent company, and no disclosed enterprise customers, making it a self-funded, owner-operated micro-practice positioned at the intersection of traditional CPA services and digital content-led client acquisition.

Name

Savvi Accounting and Shared Services

Legal name

Savvi Accounting and Shared Services

Website

https://savviaccountants.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Savvi Accounting and Shared Services is a privately held, XERO-certified boutique accounting firm in Angeles City, Philippines, providing tax, bookkeeping, payroll, business registration, and digital marketing services to local SMEs, freelancers, and new business owners across the Philippines.

Ownership category

akta.pro rank

Headquarters

HQ city

Angeles City

HQ country

Philippines

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Accounting and Taxation Services: Professional accounting and taxation services provided to professionals and businesses. Services include bookkeeping, tax compliance, payroll processing, financial statements, and government contributions (SSS, PhilHealth, Pag-IBIG). Revenue generated through service fees, likely billed hourly or on retainer basis.
2. Business Registration Services: Assistance with business registration including liaising with government agencies (DTI, SEC, BIR) to process business permits, renewals, and compliance documentation. One-time service fees for registration processing.
3. Marketing and Digital Services: Digital marketing services including website development, SEO, social media management, content marketing, multimedia production, and web analytics. Monthly retainer or project-based billing.
4. Business Advisory Services: Business consultation services including management processes, exit strategy planning, cash management, and growth advisory. First hour of consultation offered free for new clients.
5. Referral Commission Income: The firm operates a referral program where partners can earn 5% commission for one-time paying clients and 15% for retainer clients, indicating a network/partnership-based revenue model.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Savvi Accounting and Shared Services is a Philippine-based accounting firm that delivers outsourced professional accounting, taxation, business registration, digital marketing, and business advisory services to SMEs, professionals, and new business owners. As a XERO Certified Partner, the firm delivers its core accounting and tax work using cloud-based XERO software and handles government agency liaison (DTI, SEC, BIR, SSS, PhilHealth, Pag-IBIG) on behalf of clients.

Product overview

Savvi Accounting and Shared Services is a service-based accounting firm in Angeles City, Philippines offering professional accounting, taxation, and business services to SMEs and professionals. The company provides a portfolio of integrated professional services including core Accounting and Tax Services (covering tax compliance, bookkeeping, payroll, financial statements, and government contributions), Business Registration Services (including business registration, management, renewal, exit strategy, cash management, and advisory), and Marketing Services (including website development, SEO, social media management, content marketing, multimedia, and web analytics). The firm operates as a XERO certified partner and emphasizes personalized, client-focused service delivered by licensed CPAs, business advisors, and marketing experts.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Tax Services Professional accounting and taxation services for professionals and any type of business in any industry, covering tax compliance and filing, bookkeeping, payroll processing (overtime, holiday pay, deductions, benefits), financial statement preparation, and government contribution filing (SSS, PhilHealth, Pag-IBIG). Delivered by licensed CPAs using XERO cloud accounting software.
• Business Registration Services Turnkey business registration and government liaison service that handles registration and renewals with DTI, SEC, BIR, barangay, and mayor's permit offices, plus ongoing compliance documentation, to help clients legally start and operate businesses in the Philippines.
• Marketing Services Digital marketing and branding services including website development, search engine optimization (SEO), social media management, content marketing, multimedia production, and web analytics designed to grow client bases and online presence for local businesses.
• Business Advisory Services Expert business consultation covering management processes, cash management, exit strategy planning, and growth advisory for clients in the Philippines. First hour of consultation is offered free for new clients; specific solutions are quoted thereafter.

Quantifiable outcome

• Cost savings compared to in-house accounting - monthly retainer cheaper than full-time employee with salary, benefits, equipment, and training costs
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• XEROcoreTechnology or IntegrationSavvi Accounting and Shared Services is a XERO Certified and accredited partner. As a XERO partner, the firm leverages cloud-based XERO accounting software to provide clients with convenient, secure, and scalable accounting solutions. XERO stores data in the cloud allowing anytime/anywhere access with real-time financial overview. The partnership enables the firm to offer world-class security, cost-effective solutions without server costs, and scalability for local SMEs transitioning to cloud accounting.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Regional players

• Sprout Solutions: Philippine HR, payroll, and accounting software platform for SMEs. Overlaps with Savvi on payroll and bookkeeping services for Filipino SMEs, but delivered via SaaS rather than human-led services.
• JuanTax: Philippine BIR-accredited tax compliance and filing software for businesses and accountants. Overlaps with Savvi's tax compliance service for Filipino SMEs, competing on convenience and price.
• Taxumo: Philippine online tax filing platform for freelancers, self-employed, and small businesses. Comparable in serving the same Filipino SME/freelancer tax compliance needs, but as a software platform rather than a service firm.

Direct peers

• AccountingDepartment.com: Outsourced bookkeeping and controller services for small to mid-sized businesses. Directly comparable outsourced accounting services model for SME clients.
• Pilot: Outsourced bookkeeping, accounting, and CFO services for startups and SMEs, combining dedicated bookkeepers with proprietary software. Directly comparable in the outsourced SMB accounting services category.
• 1-800Accountant: Virtual accounting firm providing bookkeeping, tax, payroll, and advisory to small businesses across the US. Comparable business model of serving SMEs with cloud-based professional accounting services.
• Bench Accounting: Tech-enabled bookkeeping and accounting service for SMEs, offering cloud-based financial reporting with dedicated bookkeepers. Directly comparable to Savvi in serving SMB accounting outsourcing needs, though at larger scale and with proprietary software.
• Acuity CFO: Fractional CFO and outsourced accounting services for small and mid-sized businesses. Comparable in providing outsourced accounting and advisory services to growth-stage SMEs.
• Bookkeeper.com: Online bookkeeping and accounting firm serving small businesses across the US with monthly bookkeeping packages. Comparable in pricing model (monthly retainer) and SME target market.

Emerging players

• Botkeeper: AI-powered bookkeeping service combining automation with human accountants for SMEs. Comparable outsourced SMB bookkeeping value proposition, with a technology-forward differentiation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/savviaccountant

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Savvi Accounting and Shared Services