Services(main2) | Machica Group

At Machica Group Consulting, we are more than advisors – we are partners in your success. Whether you’re looking to streamline operations, expand into new markets, or enhance your competitive edge, our expert team is here to guide you every step of the way. Together, we can turn your vision into reality and achieve sustainable growth in a rapidly evolving business landscape.

MAXIN Insurance Agency underwriters / brokers for non-life insurance, traditional life insurance, investment-linked life insurance, and HMO / health care insurance. It also solicits mutual fund products for an investment company.

Machica Tan-Cruz & Co. is a member of the Machica Group. The company is considered as one of the largest auditing and consulting firms in the Eastern Visayas region. It has a branch office located at Sta. Ana, Metro Manila.

SPECIALIZED SERVICES

Specialized services are customized solutions tailored to meet specific needs of individuals, organizations, or industries, distinct from general offerings, addressing unique challenges or catering to niche markets, ultimately enhancing efficiency and satisfaction.

Tax Consulting

Involves providing expert advice and assistance on tax-related matters to individuals, businesses, or organizations. Consultants help clients navigate complex tax laws, optimize tax strategies, minimize tax liabilities, and ensure compliance with tax regulations.

Transfer pricing

Involves providing advisory services to organizations to help them identify, assess, manage, and mitigate various types of risks that may affect their operations, objectives, and stakeholders. Consultants work closely with clients to understand their specific risk exposures, develop strategies and frameworks, and implement processes to minimize risks effectively.

CPD Training Provider

Offer opportunities for professionals to engage in lifelong learning and professional growth to maintain and advance their careers.

Risk Consulting

Corporate Board Support

Project management involves planning, organizing, and overseeing the execution of a project from start to finish. It includes defining project goals, allocating resources, managing budgets and timelines, and coordinating the efforts of team members to achieve success.

Legal Consulting

Include advising clients on various aspects of law, such as contracts, regulatory compliance, litigation, intellectual property rights, and corporate governance. Legal consultants offer strategic advice, help clients understand their rights and obligations, and assist them in making informed decisions to address legal challenges or opportunities.

Corporate Board Support

INTERNATIONAL & CORPORATE BUSINESS ADVISORY

International and corporate business advisory services offer customized solutions tailored to the unique needs of global enterprises, distinct from general consultancy, addressing specialized challenges and strategies, ultimately optimizing operational efficiency and facilitating strategic decision-making.

FDI Advisory

Foreign Direct Investment advisory, involves providing guidance and support to businesses and investors interested in making investments in foreign countries. This can include advising on market entry strategies, identifying investment opportunities, navigating regulatory requirements and policies, assessing risks, and facilitating business transactions.

International Business Advisory

Aim is to assist businesses in achieving their international objectives by providing tailored strategies and solutions to address challenges and capitalize on opportunities in the global marketplace.

Corporate Formation & Structuring

To create a framework that maximizes operational efficiency, protects stakeholders' interests, and facilitates the achievement of the company's goals while adhering to legal and regulatory standards.

REGULATORY, FINANCE, AND TAX COMPLIANCE

Regulatory, finance, and tax compliance services provide tailored solutions addressing the specific regulatory, financial, and tax requirements of businesses, distinct from general advisory services, ensuring adherence to regulations and optimizing financial management practices.

Financial Reporting, Budget & Analysis

Refer to the processes and activities involved in preparing, presenting, and analyzing financial information within an organization. This includes compiling financial statements, such as income statements, balance sheets, and cash flow statements, to communicate the company's financial performance and position to stakeholders. Budgeting involves setting financial targets and allocating resources to different activities or departments based on strategic priorities and expected outcomes.

Tax and Regulatory Compliance

Involves ensuring that businesses and individuals accurately report their income, expenses, and other financial transactions to the appropriate tax authorities and comply with relevant tax laws and regulations. Additionally, regulatory compliance extends beyond taxation to include adherence to laws and regulations governing various aspects of business operations, such as labor, environmental protection, data privacy, and consumer protection.

INSURANCE SERVICES

Insurance services encompass tailored solutions addressing the diverse needs of clients, distinct from standard offerings, ensuring comprehensive coverage and risk management, ultimately safeguarding assets and promoting financial security.

Life/Variable Insurance

Allows policyholders to allocate their premiums into investment accounts, such as stocks, bonds, or mutual funds, which can potentially grow over time. The policy's cash value may vary based on the performance of these investments, providing an opportunity for potential growth but also subjecting it to investment risks.

Health Insurance

Involves paying premiums to an insurance company in exchange for financial assistance with healthcare costs. Health insurance typically covers a range of medical services, including doctor visits, hospital stays, prescription medications, and preventive care.

None- Life Insurance and Bonds

Offer coverage for a variety of risks, including automobile accidents, property damage from fire or theft, and liability claims arising from accidents or negligence. Bonds, on the other hand, are debt securities issued by governments or corporations to raise capital.

Retirement Plans

Involve contributions made by individuals, employers, or both, which are then invested in various assets such as stocks, bonds, mutual funds, or other retirement vehicles. The purpose of retirement plans is to accumulate funds over time to provide income and financial security during retirement.

INVESTMENT SERVICES

Investment services provide personalized solutions tailored to individual or institutional needs, distinct from generic offerings, aiming to optimize portfolio performance and meet specific financial objectives, ultimately enhancing wealth accumulation and financial stability.

Mutual Funds Distribution

Project management involves planning, organizing, and overseeing the execution of projects to achieve specific goals within defined constraints. It includes defining project objectives, creating schedules, allocating resources, and managing risks to ensure successful project completion.

Investment Consulting

Corporate finance involves managing financial activities within an organization to optimize its capital structure and maximize shareholder value. It includes financial planning, capital budgeting, risk management, and investment decision-making to achieve strategic goals.

Wealth Consulting

Brand management involves developing and maintaining a brand's identity, image, and reputation to drive customer loyalty and increase market share. It includes brand strategy development, brand positioning, brand communication, and brand performance analysis.

OTHER SERVICES

Other services encompass a range of tailored solutions designed to meet specific needs or challenges within various industries or contexts, distinct from standardized offerings, aimed at optimizing efficiency, effectiveness, and satisfaction for the recipients.

Financial Planning

Human resource management involves managing the recruitment, selection, training, and development of employees within an organization. It includes HR planning, performance management, compensation and benefits administration, and employee relations to support organizational goals.

Health Care/HMO

Financial modeling involves creating mathematical representations of financial situations to make informed business decisions. It includes forecasting future performance, assessing the impact of different scenarios, and evaluating investment opportunities. Financial models help organizations understand the financial implications of their decisions and optimize resource allocation.

Estate Planning

Strategic planning involves setting long-term goals and determining the actions needed to achieve them. It includes analyzing the internal and external environment, defining the organization's mission and vision, and developing strategies to allocate resources and pursue opportunities.

Corporate Solutions

Business analysis involves identifying business needs, assessing processes, and recommending solutions to improve efficiency and effectiveness. It includes gathering and analyzing data, documenting requirements, and facilitating communication between stakeholders to support decision-making and drive organizational change.

TAX & CONSULTING

Tax and consulting services offer customized solutions addressing both tax-related challenges and broader business advisory needs, distinct from standalone tax or consultancy services, aimed at optimizing financial management practices and strategic decision-making processes.

Tax Planning & Advisory

Aims to optimize tax outcomes within legal boundaries, offering tailored advice to individuals or businesses to achieve their financial goals while minimizing tax burdens.

Management Consulting

Entails providing expert advice and assistance to organizations in improving their performance, operations, and strategies.

AUDIT AND ASSURANCE

Audit and assurance services provide tailored solutions addressing the specific needs of businesses, distinct from general financial services, ensuring compliance with regulations, accuracy of financial reporting, and enhancing stakeholder confidence in the organization’s operations and financial performance.

Financial
Statement Audit

provides assurance to stakeholders regarding the integrity and transparency of a company's financial reporting.

Financial
Reporting

To provide relevant, reliable, and timely information to investors, creditors, regulators, and other interested parties, enabling them to make informed decisions about the entity.