Real Talk: Financial Advisors Luke and Jesemil Share Their Upcloud Accounting Experience
Published Date: May 1, 2025
Published By: Jac Cantos, Upcloud Accounting
Our Client Company
A financial advisory firm with 9 and 7 years of experience respectively, shares their journey and success with Upcloud Accounting.
Their firm helps individuals and families secure their financial future through life insurance, health protection, savings, and investments. They offer solutions for income protection, life protection, health planning, retirement planning, and educational planning.
Their approach is educational and relationship-driven, aiming to empower clients in financial decision-making.
Client Problem Solving:
The firm provides solutions to protect clients from life's uncertainties, addressing concerns related to income, medical expenses, health, education, and retirement.
They tailor financial plans to each client's individual needs and goals.
Industry Evolution:
The financial industry is evolving with digital innovations, making financial planning more accessible.
The firm utilizes online platforms and social media for efficient and convenient client interaction and outreach.
Competitive Advantage:
The transcript doesn't explicitly state a unique competitive advantage beyond their educational and relationship-driven approach. This could be further elaborated upon in a more detailed analysis.
Top 3 Tips for Startups:
Protect your income with life and health insurance.
Save and invest early to build long-term wealth.
Plan for uncertainties, including business continuity.
Upcloud Accounting Impact:
The firm has worked with Upcloud Accounting for six years.
Upcloud Accounting has significantly improved their tax filing and tax management, saving them considerable time and effort in generating financial reports. They highly recommend Upcloud's services, praising their expert guidance, efficiency, accuracy, and responsive customer service. They specifically mention the positive impact on their ability to spend more time with family.
Upcloud Accounting: Virtual Outsourced Accounting and Bookkeeping Services in the Philippines
Upcloud Accounting offers accounting, bookkeeping, tax compliance, and business licensing services specializing with startups and SMEs in the Philippines.
Our goal is to increase efficiency, automation, and transparency across the accounting and finance functions of our clients with our cutting-edge technology. If you want to move your company’s finance function online, contact our Team of Expert Accountants and Bookkeepers directly via [email protected] or visit www.upcloudaccounting.com to learn more about how Upcloud Accounting accounting services can support your PH business!
This testimonial section showcases the experiences of our valued clients and is intended to provide insights for future clients. For comments, suggestions, and feedback, feel free to email us at [email protected].
