UpSmart Strategy Consulting Inc

Accountant · UpSmart Strategy Consulting Inc., Unit 4D, Makati, Metro Manila

  • Bronze champion partner

    Partner status

    Bronze champion partner 
  • Partner since 2018

    Experience

    Partner since 2018 
  • Xero advisor certified

    Certification

    Xero advisor certified 
  • Xero migration certified

    Certification

    Xero migration certified 

About us

UpSmart is a management consulting practice based in Makati City, Philippines focusing on startups, social enterprises and technology companies (e.g., e-commerce, web services, etc.). We have a very diverse team that suits most companies needs from consultancy to retained services (e.g., accounting services).

We take a holistic approach in providing accounting services through our finance managed services ('FMS') by providing a full-suite of finance function to companies including, but not limited to bookkeeping, payroll, regulatory companies and financial planning and analysis ('FP&A'). We operate on a consumption basis which differs from all other traditional firms. By doing without fixed fees, we ensure that clients are charged only the right amount based on the work that we deliver.

Meet the team

UpSmart Strategy Consulting Inc advisors: 10 - Xero certifications: 12

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Filbert Richerd Ng Tsai

Chief Strategist

Profile image for Filbert Richerd Ng Tsai
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.

I am the chief strategy officer of UpSmart and the head of the consulting practice.

Juvy Andrea Rocafor

Chief Analyst

Profile image for Juvy Andrea Rocafor
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.

I am a co-founder and chief analyst of UpSmart Strategy Consulting Inc - a management consulting company specializing in startup companies.

Marianne Rose Brusola

Junior Accountant

Profile image for Marianne Rose Brusola
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.

Junior Accountant at UpSmart Strategy Consulting Inc.

UpSmart Strategy Consulting Inc: Bank experience

Clients of UpSmart Strategy Consulting Inc connect to a range of banks via Xero. UpSmart Strategy Consulting Inc specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections 


  • PayPal

UpSmart Strategy Consulting Inc: Industry experience

UpSmart Strategy Consulting Inc works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served 


  • Professional services
  • E-commerce

Find us

UpSmart Strategy Consulting Inc has an office in 1 location

Makati

UpSmart Strategy Consulting Inc., Unit 4D, Makati, 1210, Metro Manila

+632 6221991

New to Xero? UpSmart Strategy Consulting Inc can help

Xero is beautiful online accounting software for smaller businesses. UpSmart Strategy Consulting Inc can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.