Values Based Planning Ltd · Port of Spain, Trinidad

Your business speaks four financial languages. We speak all of them.

VBP translates accounting, tax, insurance and investment jargon into one clear plan — so you can run your business instead of decoding your books.

The business linguist — try a translation
"Accrual vs. cash basis"
The gap between what your books say and what's actually in the bank — and why you need to watch both.
2006
Fulfilling core values since
75%
Potential savings vs. an in-house hire
3
ACCA / FCCA / CFP qualified directors
100%
Trinidad & Tobago based
Why outsource

Running a small business is already a full-time job

You already know what you do best. Bookkeeping, tax filings and payroll are rarely it — and the hours they take are hours you're not spending on customers, growth or your own peace of mind.

01

Off-load the non-core work

Hand us the accounting function entirely and put your attention back on your core business.

02

Cut your overhead

No salary, no office space, no payroll taxes or benefits for a full-time hire — you pay for the work, not the headcount.

03

No more staffing worries

No recruiting, no training, no starting over when an in-house accountant moves on.

04

A dedicated team, not one hire

You get access to a full team's worth of expertise for the cost of less than one employee.

Where does your time actually go?

Illustrative — before and after outsourcing your accounting
Without outsourcing
10%
30%
60%
With outsourcing
60%
30%
10%
Strategic Tactical Admin
Services

What we handle for you

Four core services, one point of contact. Pick what your business needs today, and add on as you grow.

Accounting services

Your day-to-day books, handled and reported on so you always know where you stand.

  • Setup and management of accounting systems
  • Projected cash flows and budgets
  • Financial statements and reports
  • Payroll services
  • Financial analysis

Business services

Planning that protects what you've already built and points at what's next.

  • Protection of profits
  • Strategic business planning
  • Business financial analysis
  • Business secure planning

Taxation services

Every filing, every deadline, fully covered — so nothing slips through.

  • General advisory on taxation matters
  • Tax planning
  • Corporation and self-employed tax returns
  • Monthly, quarterly and annual returns, including VAT
  • All statutory taxation requirements

Personal financial planning

Because the business and your own financial future are rarely separate questions.

  • Financial needs analysis
  • Risk management planning
  • Retirement planning
  • Estate planning
  • Investment planning
Team

Who's behind the plan

Three directors, one shared language across accounting, tax, insurance and investment.

IB

Ian Bradley

MFA, CFP · Managing Director

Studied ACCA with over 30 years in accounting and financial management. Master Financial Advisor and Certified Financial Planner who has lectured for the Trinidad & Tobago Association of Insurance and Financial Advisors.

JR

Jason Reyes

FCCA, CA · Director

Certified accountant since 2007, Chartered Accountant since 2010 and a Fellow Chartered Certified Accountant since 2012, with 28+ years in the field across multiple industries.

MB

Marissa Bissoondath

BSc Management · Director, Corporate Secretary

Experienced in administration and business operations, with a degree in Business Management from the University of Sunderland and an MBA in Human Resources from the University of Bedfordshire.

Testimonials

What our clients say

Small businesses across Trinidad and Tobago on what it's like to hand their accounting over to VBP.

"

Outsourcing our administrative processes wasn't just a decision about money — our integrity and bottom line were at stake. VBP treated our business with as much care as we do.

All Clear Co. Ltd
"

VBP is very competent in accounting, finance and tax planning. Their professional advice has served our business well and their guidance has been genuinely appreciated.

Profiles Trinidad & Tobago Ltd — SRO
"

Knowing that my family, finances and business can only benefit from VBP's advice and support has brought me a real sense of peace.

Marabella Colour Shop
"

VBP have a broad knowledge base and are capable of formulating solutions that always work in the best interest of the employer.

Absolute People Solutions Ltd — SLO
"

Values Based Planning was hired to do our accounting and taxation services. They have a professional attitude and are quite knowledgeable on local requirements.

Beecharan's Auto Spares
"

We have been having difficulty finding an accounting service of a high standard. VBP have met and exceeded our expectations.

International Procurement Ltd — A.B.
Contact

Let's talk about your business

Send us a note and we'll set up a free consultation to talk through what your business actually needs.

Office

#44 Second Street, San Juan
P.O. Box 1851, Port of Spain, Trinidad, W.I.

Availability

Monday – Friday, by appointment