Colegio San Agustin- Bacolod B.S. Aquino Drive, Bacolod City 6100 Philippines FINAL WRITTEN RERORG Presented to the Faculty of the College of Accountancy, Business Education and Computer Studies (CABECS) In Partial Fulfiment for the Requirements In Accounting 440 (Internship) Submitted by: B.S. Accounting Technology 4 Submitted to: Mrs. Ednel D. Gubac, CPA, MBA. March 4, 2019vu, TABLE OF CONTENTS Background of the Organization History of BDO Roxas Cruz Tagle and Co., CPAs Mission Statement Vision Statement Overall Practicum Experience Organizational Operations Conclusion Recommendation Reference Appendices Manual Application Letter Resume Letter of Recommendation Letter of Acceptance Waiver Enroiment/ Student's Copy Certificate of Completion se ovaanreo 31. Background of the Organization History Estabblshed in 1995, BDO Roxas Cruz Tagle and Co. (formerly Alba Romeo & Co,) is the member firm of BDO International Ltd., the 5th largest professional network of public accounting, tax and advisory firms worldwide. We offer a complete range of professional services - audit & assurance, tax, consulting and business services & outsourcing to domestic and intemational organizations across a range of industries. BDO Roxas Cruz Tagle and Co. is led by 15 partners with a team of over 150 professionals operating across 4 cities - Makati, Cebu, Bacolod and Cagayan de Oro. We take pride in our service portfolio on the backing of a rich blend of experience and expertise from our professionals, guided by methodologies and tools from our international network. Our professionals partake in trainings here and abroad and are provided with secondment opportunities to equip them with the competence and experience to better serve our clients thereby bringing to force a work culture that is both client-centric and knowledge driven. BDO Roxas Cruz Tagle and Co. as one of the leading providers of audit & assurance, tax, consulting and business services & outsourcing is fecognized by various government and non-government institutions: ®O2@ | =Mission Statement BDO Roxas Cruz Tagle and Co. consistently delivers exceptional client service that truly stands out, to domestic and multinational clients. The exceptional service we deliver throughout our integrated global network is rooted in the strong relationships we develop with each of our clients. We invest our time to get to know what really matters to them and fulfil their unique complex needs. Our people have the highest technical and commercial skills and live by the highest business ethics. Because our partners adopt an entrepreneurial approach to our business, they take the same approach with that of our clients along with competencies which allow achieving each of our clients’ unique goals. Our in-depth knowledge of national regulations combined with an understanding of our clients' local business needs allow us to offer our clients commercially astute and honest opinions. We offer up to date ideas that work here and now, valuable insight and advice clients can trust. We intend to become an employer of choice in professional services. Common corporate values and principles are in place, which are to ensure the creation of a unified team and the atmosphere of credibility, mutual understanding and support. We inspire our people and provide them with the best in training, opportunity and reward. We trust our people to use their skills and experience to deliver the exceptional service clients expect.Vision Statement To be the leader in exceptional client service in the Philippines. Below are the five elements of BDO Roxas Cruz Tagle and Co.'s exceptional client service formula: * We anticipate our clients' needs and are forthright in our views to ensure the best outcome for them ¢ We are clear, open and swift in all our communications + We deliver what we promise - every day, for every client * We provide the right environment for our people and the right people for our clients ¢ We create value through giving clients up to date ideas and valuable insight and advice that they can trust M Overall Practicum Experience | was trained at BDO Roxas Cruz Tagle and Co., CPAs which is an Audit, Tax, Consulting and BSO Firm and is located at 3 floor, CIS building, Capitol Subdivision 15! Lacson Street, Bacolod City, Neg. Occ. Phil. 6100. The tasks that was assigned to me during my OJT are verifying and filing BIR Compliance reports, SEC Files (GIS, Audited financial statements and ITR), Statement of Accounts of each clients and Check Vouchers; Prepared the outgoing letters; Answering phone calls (Front desk); Filled up the BIR forms (BIR form 0605 and 2307); Prepared the notes to financial statements: Computing VAT Payable and VAT amount; and encoding the clients records. My major accomplishment is to experience what is the actual work place or the corporate accounting world. It made me feels like I'm an employee in the company and realized that in the very near future I'm going to be an employee to a company.| wasn't involved in solving a particular issue but | witnessed it and learned something. There were new employees that conduct an audit to the actual place of the clients and because they are just new in the company they are not aware on how fo compute their audit fee and overtime. | witnessed how the admin and the other auditors helped the new employees to compute and to assess their accounts. With that | learned something that the client will be the one to pay the audit fee and for the overtime the company will be the one to pay to the auditors. They are staffs and supervisor that helps us to perform the tasks that was assigned to us and itis really helpful to have their presence to guide us to perform well in our duties. The challenges that | faced during my OJT are balancing my time and enhancing my speaking skills. Balancing my time, | should be punctual so | have to wake up early and sometimes we have school activities that needs me to out early so | have to replenish it with overtime to the next days. Enhancing my speaking skills, | was assigned to be a front desk assistant so | have to be alert in answering phone calls and to enhance my speaking skills to have a better communication with the caller. The lessons that | have leamed in my academic course were very useful that made me apply them to be more efficient and effective in performing the tasked assigned to me. To be specific | applied the learnings that | have learned in my Business taxation subject because there are times that we are given a task to compute for the VAT payable and VAT amount and especially in encoding & filling up the BIR forms.Ill, Organizational Operations BDO Roxaz Cruz Tagle and Co., CPAs is composed of 3 sections, Partners office, admin and auditors section. 1 employee in the partners' office, 4 admins and 12 auditors, total of 17 employees. The organization's target market is to provide financial service in audit & assurance, tax, consulting and business services & outsourcing. They draw on deep industry experience to help their clients navigate through a changing and highly competitive industry. Their professionals deliver audit, tax, and consulting services to a wide range of financial institutions, asset managers, broker dealers, and insurance companies. They provide proactive guidance and value-added services to their clients, including comprehensive compliance and litigation support services. The theories and concepts that | have learned in school made apply to the tasks that was assigned to me. Especially in taxation, we are ing to fill up some BIR forms and to compute its taxes. With this practic knowledge | am already familiar with some forms. In this practicum it gives me more knowledge about filing, updating and renewing the clients' records.IV. Conclusion The experiences that I gained in my practicum indeed met my expectations. in this practicum it develops and prepared me to enter the corporate accounting world. The experiences will help me a lot to find out the parts of me that needs enhancement and also this experiences made me prepared about the real world as an accounting student as of now but in the near future | will be a part and employee of this accounting and business world. The skills that | acquired during my practicum are speaking skills and time management. Speaking skills, | have to enhance and be more Confident in answering phone calls because I'm talking to the clients and others are not just client they are big time client. So | have to be more fiuent and alert in giving and receiving information. And Time Management, school activities and academics must be balanced. They are times we have to out early so we need to replenish it with an overtime to the following day. And also in academics, sometimes there are a lot of quizzes and the tasked that was assigned was very ting and | have to study or review after duty so | have to plot what | must need to do so that | can gain some rest first and be prepare to my quiz. This practicum impacted to my career goals in a way that it made me ‘aware and prepared to enter the corporate accounting world. With these experience it made me realize that this is me, | belong to the business world. Honestly, | can see myself that | am an employee of a business or accounting company. These experiences excited to have my first job as | graduate this school year.Vv. Recommendation BDO Roxaz Cruz Tagle and Co., CPAs is one of an excellent accounting and auditing firm. Not just to their service that they provide but their employees and staffs are very determined and in love with their works that you will be inspired by them on how they are hardworking with passion and love to their career. And there are a lot of agustinian products in this company. So, | recommend the company as venue for OJT by the next batch. | would like to recommend to improve the OJT program of CABECS, assessment tools for pre and post stages so that every trainee will gained more knowledge to take their practicum. And also monthly assessment, in order that the practicum advisers will be aware of the students monthly report of their duties and also that the students will be guided by the adviser on the monthly performance.October 18, 2018 Ms. Ma, Lourdes Tiffany Garriel HR Manager and Co- owner BDO Alba Romeo Co. Capitol Subdivision Building, 15% Lacson St Bacolod City, 6100 Negros Occidental Dear Ms. Garriel: Good day! 1am writing to express my interest to perform my On-The-Job Training at your company. Thave heard the company’s excellent reputation for training the students that chose also ‘your company to perform their OJT. I would like to express my sincere desire to apply for an On- The- Job training in this company. I am a graduating student taking up BS in Accounting Technology at Colegio San Agustin- Bacolod. Our course curriculum requires us to undergo an On-The-Job Training for a minimum of 150 hours starting this November 2018, T am applying in your company as a trainee because I believe that the experience I will obtain will surely enhance my skills and acquire additional knowledge in the field of accounting. I would gladly take on the responsibility and work given to me without hesitation, If you happen to consider my application letter please contact me through 099-574-7924 or via email at micahmomongan.mm@gmail.com and please see my enclosed resume for additional information. Thope for positive response from you. Thank you and God bless! Respectfully yours,Block 4 Lot12 St. Augustine Street ia Executiv Talisay City, Negros Occidental Philippines 6115 ; eae Email Address: { 7s Contact number: 099-574-7924 OBJECTIVES © Toutilize and practice my educational qualifications I have obtained as an Accounting Technology Student. * To leverage my skills and knowledge to grow in the corporate world at your company and render an effective quality service. PERSONAL INFORMATION ‘Age: 20 years old Birthplace: Paraftaque City Birthdate: January 2, 1999 Religion: Baptist Sex: Female Civil Status: Single Height: 5°24” Weight: 90.39 Ibs EDUCATION Tertiary Colegio San Agustin- Bacolod Bachelor of Science in Accounting Technology 2017- Present Bachelor of Science in Accountancy 2015-2017 Secondary Fellowship Baptist School of Binalbagan Inc. 2011- 2015 Primary Saint Francis of Assisi College Main Campus- Las Piflas City 2005-2011SKILLS/ SUMMARY OF QUALIFICATIONS © Excellent interpersonal skill ‘* Leadership skill * Can communicate both oral and written * Ensure tasks are completed correctly and on time © Willing to be train for advancements ¢ Knowledgeable in computer accounting software such as: v Integrated Accounting Y Quick books ¥ MYOB Accounting Right Plus Y SAP Business One * Proficient in Microsoft Office Application such as: Y MS Word Y MSExcel v MS Access ¥ MS PowerPoint ORGANIZATIONAL INVOVLEMENT © College of Accountancy, Business Education and Computer Studies Council Auditor A.Y. 2018 + Federation of Accounting Technology Students General Secretary A.Y. 2018 * Agustinong Katekista Vice President A.Y. 2018 Society of Accounting Technology VP- Academic A.Y. 2018 Federation of Accounting Technology Sports Committee AY. 2017 * Student Government CABECS Senator A.Y. 2016 . . AWARDS AND ACHIEVEMENTS * Certificate holder in completing the training in SAP Business One (2016) * Dean's List awardee, Colegio San Agustin- Bacolod (AY. 2015- 2016) * Salutatorian, Fellowship Baptist School of Binalbagan Inc. (2015)CHARACTER REFERENCES Ms. Ednel Gubac, CPA, MBA Professor, CABECS Department Colegio San Agustin- Bacolod 0949-880-1751 Ms. Ines Gale Lacson Professor, CABECS Department Colegio San Agustin- Bacolod 0915-124-2842 Mr. Gene Claude Mapa, CPA Professor, CABECS Department Colegio San Agustin- Bacolod 0917-702-6006COLEGIO REUSTIN=Acot00 LETTER OF RECOMMENDATION October 16, 2018 MS. MA. LOURDES TIFFANY GARRIEL, HR Manager and Co-Owner BDO Alba Romeo Co. 15" Lacson St., Bacolod City Dear Ms. Garriel: This refers to the requirement of the BS Accounting Technology curriculum of Colegio San Agustin — Bacolod for students to undergo an On-The-Job-Training (OJT or Practicum) for a minimum of 150 hours in any company with Accounting Technology base. In view of this, we would like to respectfully request your good office to kindly accommodate to have his/her practicum in your company. In this Manner, isc/sue wir nave me opportunity to apply his/her theoretical knowledge in actual practice. We believe that your company can provide the relevant exposure to future business professionals, thus ensuring the continuous supply of highly qualified personnel for Accounting Technology and industry. We would highly appreciate whatever assistance you could extend to us that would, in the long tun, be both beneficial to the student and your company. Thank you and we look forward to your kind consideration and support. Very truly yours, EDNEI/D. GUBAC, CPA, MBA. Advi Practicum Program tt MA, LOURDES V. RODRIGUEZ, Ph.D. Dean College of Accountancy, Business Education and Computer StudiesPRACTICUM CONFIRMATION AND ACCEPTANCE MA. LOURDES V. RODRIGUEZ, Ph.D. : Dean, College of Accountancy, Business Ed. & Computer Studies Colegio San Agustin Bacolod City Dear Dr. Rodriguez: to have We are pleased to accommodate your student |_ his/her practicum in our company. The student understands that he/she abides with the company rules and regulations, specifically on security, discipline and hygiene. The details of his/her internship are as follows: Name of the company/organization #00 Roxas Gur Tacke ond _t., Cehs Unit/Department Assignment hecoong Unit Location Unit Head Contact Details BowD A35- BBE Start of Practicum * Wor. @, 218 End of Practicum Feb: 1) 2010, Reporting Time 100 = VFGO AMO FD To maximize their learning exposure from the Program, we wish to assure you that he/she * shall be given meaningful tasks, projects and work assignments that will utilize as well as enhance his/her competencies and skills in his/her field of specialization: * shall not be given tasks that are Personal in nature and/or tasks that are unrelated to his/her discipline; * shall not be given work or assigned to work sites that are dangerous or will expose them to any form of risk or harm; and ‘+ shall be treated in a professional manner. Very truly yours,COLEGIO SAN AGUSTIN - BACOLOD : COLLEGE OF ACCOUNTANCY, BUSINESS EDUCATION AND COMPUTER STUDIES: PRACTICUM PROGRAM PARENTS'/GUARDIAN’S CERTIFICATION OF WAIVER/PERMISSION This is to certify that Iam allowing my son/daughter, a) go on a practicum (on-the-job-training) for a minimum of 0 weeks starting on oi. 6,20 until _fep: 19, 204 at_wbo Rous trun ashe and Coy CPS jin partial fulfillment of the requirements for the degree in Bachelor of Science in Acsouring vec : It is understood that he/she abides by the rules and regulations that may be imposed by the Supervisor/Staff-in-Charge for his/her welfare and safety. I fully agree to waive any responsibility on the part of Colegio San Agustin ~ Bacolod, Boo _Rovas Coz Toglt and cons CAhs and/or the representative/s, in case of any untoward incident that may happen to my son/daughter during the duration of the practicum. Cmttus KG. cactges Signature of Parent over Printed Name Student's Name BA U2 sh: hagisitt <4. Carmtla Fresine Wage Talsay Gy Home Address e999 S14 1424 Telephone Number/Cell phone NumberCOLEGIO SAN AGUSTIN=BACOLOD ~ e ‘COLLEGE OF ACCOUNTANCY, BUSINESS EDUCATION AND COMPUTER STUDIES PRACTICUM PROGRAM PARENTS'/GUARDIAN’S CERTIFICATION OF WAIVER/PERMISSION This is to certify that I am allowing my son/daughter) go on a practicum (on-the-job-training) for a minimum of 10 No. 6,208 until Feb: 15, 264 at_Bro Ronas Wun Tage and Gu CPAs in partial fulfillment of the requirements for the degree in Bachelor of Science in hesouring Ted : weeks starting on It is understood that he/she abides by the rules and regulations that may be imposed by the Supervisor/Staff-in-Charge for his/her welfare and safety. 1 fully agree to waive any responsibility on the part of Colegio San Agustin — Bacolod, Bre _Rovas Coz Toglt and co. CPhs and/or the representative/s, in case of any untoward incident that may happen to my son/daughter during the duration of the practicum. Crete Kf. cactges = Signature of Parent over Printed Name Student's Name BA 2 A Maustit <4 Carmela Ereusive Wihage , Talisay Gy Home Address caaq_ 514 1924 ‘Telephone Number/Cell phone Numbercotecto san acustinngooton Sen, Beaigno S. Aquino Drive‘Tek: +(6334) 433 3878 Fax +(6334) 4332879 February 20, 2019 CERTIFICATION This is to certify that / -\ of Colegio San Agustin- Bacolod has rendered her 154 hours & 56 minutes of On-the-Job training in this office and was assigned at Administrative Department from November 06, 2018 - February 13, 2019. This certification is issued to Ms. Momongan for the purpose of complying with school requirements. G INO Associate ManagerCOLEGIO SAN AGUSTIN - BACOLOD COLLEGE OF ACCOUNTANCY, BUSINESS EDUCATION & (COMPUTER STUDIES STUDENT'S PRACTICUM PERFORMANCE EVALUATION STUDENT'S NAME: «~ . ———— Please use the following scale to rank the quality of the student's work, - EXCEPTIONAL (Always demonstrates this abilty/consistently exceeds expectations) - COMMENDABLE ( Usually demonstrates this ability/sometimes exceeds expectations) = FAIR (Sometimes demonstrates this ability/meets expectations) + UNCOMPLEMENTARY (Seldom demonstrates this abilty/rarely meets expectations) G@)_ - UNSATISFACTORY (Never demonstrates this ability/does not meet expectations) A. ABILITY TO LEARN 1. Asks pertinent and purposeful questions 2. Accepts responsibility for mistakes and learns from experiences B. READING/WRITING/COMPUTATION SKILLS, 1. Readvcomprehends/follows written instructions 2. Works with the mathematical procedures appropriate to the job 3. Demonstrates effective written communication skills C, LISTENING & ORAL COMMUNICATIONS SKILLS 1, Listens to others in active and attentive manner 2. Demonstrates effective verbal communication skills D. PROFESSIONAL AND CAREER DEVELOPMENT SKILLS, 1, Exhibits self'motivated approach to work 2. Exhibits professional behavior and attitude 3. Shows initiative/willingness for future career development E. INTERPERSONAL & TEAMWORK SKILLS 1. Supports and contributes to team atmosphere 2, Demonstrates assertive but appropriate behavior F. ORGANIZATIONAL AND EFFECTIVENESS SKILLS 1. Fits with the norms and expectations of the organization 2. Works within appropriate authority and decision-making channels 3. Contributes to the realization of organizational goals G. BASIC WORK HABITS 1. Reports to work as scheduled and on time 2. Exhibits a positive and constructive attitude 3. Dress and appearance are appropriate for the organization 1H. CHARACTER ATTRIBUTES 1. Brings a sense of value and integrity to the job 2. Behaves in an ethical manner I. OVERALL PERFORMANCE (If I were to rate the student at the present time) i. oo On POOR UNSATISFACTORY @ A. ADDITIONAL COMMENTS: @ © ©@ e080 @ ©8 ©6860 OO O66 © eee 0 ©0O ©O OOO OOO OO OO6© OO OOO OO ©O© OOO OOO OO OOO OO OOO OO ©© ©0802: 000 OO O60 OO O60 OO eo ee ©® ©60 8 Company Name & Address: Mie i i aaa ere ee