THE OWNER’S ADVOCATE Leandro “Aian” Bauzon, MBA
BUSINESS OPERATIONS & FINANCIAL CLARITY

Your business is making sales, but your cash is mixed up and every daily problem still waits for you.

I help business owners, agency leaders, and solo professionals see where their money actually goes, untangle messy workflows, and put practical systems in place—without corporate jargon or open-ended consulting retainers.

Find Where to Start (30-Second Guide)
01 • Principal-Led Practice

You work directly with Leandro “Aian” Bauzon, MBA from diagnosis to handover. Never handed off to junior staff.

02 • Published Fixed Rates

Clear scope and upfront pricing starting at PHP 18,720 for a Level 01 Clarity Audit. Never pay twice for diagnosis.

03 • Practical Tools, Not Jargon

Built around tools your team already understands: Google Sheets, Excel, Drive dashboards, SOP playbooks, or custom apps.

04 • CAMANAVA & Online

Zero travel surcharge for in-person sessions across Caloocan, Malabon, Navotas, and Valenzuela—or 100% online nationwide.

Section 01 • 30-Second Self-Check

Where should you start? Click the statement that sounds most like your situation today.

You do not need an expensive build if what you really need first is a clear diagnosis. Select your current situation below to see the exact starting level, price, and what happens next.

Recommended: Level 01 PHP 18,720 (Fixed Fee)

Level 01: Clarity Audit

Before you spend money on new software or hire more people, we do a structured 16-hour review of your actual business operations and financial records. We separate daily stress and surface symptoms from the real root problems.

What you get at the end: Written Clarity Audit Brief (CAB), clear findings and practical recommendations, an audio overview recording, and a 60–120 minute live walkthrough meeting.
Division of work: You share your existing records and join a 2-hour intake talk; I analyze the numbers, write the report, and walk you through your options for the next 90 days.
Section 02 • Official Service Catalog (Levels 01–05)

Five Clear Ways We Can Work Together

Every engagement has a defined scope, clear deliverables, and an honest boundary on who does what. Click “Read Full Service Guide” on any tier to inspect its complete standalone brochure, timeline, and SOP rules.

Level 01 16 Professional Hours • Point-in-Time Checkup

Clarity Audit

Published Fixed Fee PHP 18,720 100% upfront or 50/50 split (PHP 9,360 to start)

A focused, point-in-time checkup of your business money and daily operations before you commit to bigger decisions.

When you are caught up in daily firefighting, it is hard to tell if a cash shortage or team delay is the real problem or just a symptom of something deeper. The Clarity Audit looks at your story, your priorities, and your actual records so you can make calm, grounded decisions over the next 90 days.

How the 16 Hours Work

  1. Narrative Intake (2 hrs): We talk through how your business runs today and where it hurts.
  2. Record & Workflow Review: I inspect your existing trackers, financial logs, and process notes.
  3. Root-Cause Analysis: I separate surface symptoms from the real leaks and map out your options.
  4. Live Walkthrough (60–120 mins): We discuss the findings together and plan your next steps.

What You Receive

  • ▪ Clarity Audit Brief (CAB): A clear written report of findings and practical recommendations.
  • ▪ Audio Overview Recording: A spoken summary you can replay anytime to review core takeaways.
  • ▪ 90-Day Priority Roadmap: Clear next actions whether you implement them alone or with me.
  • ▪ Client Vault Access: 1-year secure digital access in TOA in a Box.

How Payment & Upgrades Work

Pay 100% upfront (PHP 18,720) or split 50/50 (PHP 9,360 upon signing, PHP 9,360 before report release & walkthrough).

Never Pay Twice for Diagnosis: If you move into Level 02 or Level 04 afterward, we reuse your Clarity Audit findings directly.
Level 02 System Architecture & Custom Manual

Operating Blueprint

Starting Investment PHP 37,440 (Direct Entry, 32 hrs) PHP 32,760 if following a Level 01 Audit

A custom step-by-step operations manual, 5-Account cash routing plan, and visual tool wireframes that your own team can build and run.

Sometimes you already have capable people in your office who know how to set up spreadsheets or tools, but they lack a clear design to follow. In Level 02, I design the exact procedures, approval rules, and visual layouts so your team can build and run the system at your own pace.

What You Receive

  • ▪ Integrated Diagnostic Review: Included automatically if you enter Level 02 directly without a prior Level 01 Audit.
  • ▪ Custom Operating Blueprint: Written Standard Operating Procedures (SOPs), approval rules, and cash-flow routing steps in plain language.
  • ▪ Visual Tool Wireframes: Clear structural layouts showing how your trackers, sheets, or forms should be organized.
  • ▪ Private Walkthrough & 1-Yr Vault: Live handover review plus 1-year digital access in TOA in a Box.

Clear Boundary & Payment Options

My role: I design the complete plan, rules, and visual layouts.
Your role: Your team builds the working spreadsheets or tools from the Blueprint and runs them at your own speed—with no artificial 90-day timer.

Payment: Staged payments via Postdated Checks (PDCs) with 0% markup, or enjoy a 3% discount for 100% upfront payment.
Level 03 Weekly Record Review & Monthly Guidance

Principal Oversight

Monthly Retainer Starting at PHP 37,440 / mo Minimum 3 active months (Prep phase billed separately)

Blank working templates, weekly record checks, and monthly guidance meetings while your team runs the system.

Even a good system fails if people stop updating it after two weeks. In Level 03, I first prepare your Operating Blueprint and provide working blank templates. Then, every week, I inspect the records your team submits, catch errors early, and meet with you monthly to guide your decisions.

1. Prep Phase & Blank Templates

Before the 3-month oversight clock begins, I prepare your Operating Blueprint and supply functional blank templates so your team has a clean place to start logging daily entries.

2. Weekly Record Checks (4 Hrs/Wk)

Your team submits your trackers on a set weekly cutoff. I dedicate a focused 4-hour weekly block to inspect entries, flag missing data or cash leaks, and send clear written feedback.

3. Monthly Guidance Meetings

Each active month includes either 1 in-person session (within CAMANAVA) or 2 online sessions to review numbers and adjust operations.

Level 04 Done-With-You Build, Data Loading & Team Training

System Design and Implementation

Project Investment Custom Quotation Prepaid staged PDCs (0% markup) or 3% upfront discount

A working system built for your business, loaded with your agreed historical records, and handed over to your team with live training.

A “system” does not have to mean expensive software. Depending on what fits your business best, I build structured Google Sheets or Excel models, organized Google Drive folders and dashboards, clear team SOP playbooks, custom internal apps, or a practical combination of these working together.

Two Ways to Enter Level 04

Pathway A: After a Level 01 Clarity Audit We use your completed audit findings directly to scope the build. You never pay twice for diagnosis.
Pathway B: Direct Entry (Specific Bottleneck) If you already know the exact system you need built, you submit sample files for a 2-business-day inspection. Your project quote will include an integrated system-focused diagnosis.

What Is Included in Every Build

  • ▪ Custom Working System: Built, tested, and tailored to your actual daily workflow.
  • ▪ Historical Data Migration: Cleaning and loading of agreed historical records so you don’t start from an empty file.
  • ▪ Live Team Tutorials: 1-to-2 hour live training session for every module handed over.
  • ▪ 7-Day Defect-Reporting Window: Any technical defect on my part reported within 7 days stays open until fixed at no extra cost.
Level 05 Organizer-Booked Talks & Interactive Workshops

Speaking Engagements and Workshops

Organizer Booking Custom Quotation Talks (min. 1 hr) • Workshops (min. 2 hrs)

Practical talks and hands-on workshops for business groups, company teams, schools, and retreats.

Drawing from over a decade as a college professor, academic dean, and hands-on business operator, I deliver clear, jargon-free sessions that participants can apply the very next morning.

Topic 01: Everyday Business Clarity & Capital Readiness How business owners and solo earners can separate personal and business cash and evaluate risk before investing savings.
Topic 02: The Operational Truth Layer Turning messy daily routines and scattered chat updates into simple checklists, trackers, and habits that reduce owner burnout.
Topic 03: Sensible AI & Human Judgment How teams and professionals can use modern AI tools practically while keeping human verification and accountability in charge.
Section 03 • Responsibility Matrix

At a Glance: Who Does What in Each Tier?

To avoid any confusion about expectations, this table compares how work is divided between us across Levels 01 to 04.

Comparison Point LEVEL 01 Clarity Audit LEVEL 02 Operating Blueprint LEVEL 03 Principal Oversight LEVEL 04 System Implementation
Main Purpose Find the real root problems and map out your next 90 days. Give your team a step-by-step manual and visual plan to build from. Check your team’s weekly entries and guide your monthly decisions. Build the working trackers/system, load agreed records, and train your staff.
Who Diagnoses the Problem? Aian (16-hour deep audit). Aian (reuses L1 audit, or includes integrated review). Aian (during preparatory Blueprint setup). Aian (reuses L1 audit, or includes system-focused diagnosis).
Who Designs the Plan? High-level recommendations only. Aian writes the full SOPs and tool wireframes. Aian provides the Blueprint & blank templates. Aian designs the complete system and SOPs.
Who Builds the Trackers/Tools? Not applicable (Diagnostic only). You / Your Team build them following my Blueprint. Aian supplies functional blank templates. Aian builds them and loads your agreed historical data.
Who Enters Daily Data & Runs It? You / Your Team. You / Your Team (at your own pace). Your team encodes daily; Aian checks weekly. Your team runs it after Aian trains them live.
Best For PHP 18,720 (Fixed)Owners needing honest clarity first. Starts at PHP 37,440 Teams who can build if given a clear plan. Starts at PHP 37,440 / mo Owners wanting weekly accountability. Custom Scoped Quote Businesses wanting working tools built & handed over.
Section 04 • Intellectual Property (IP) Assets Vault Live Vault Engine

Publications, Workbooks, Templates & Operational Tools

Browse my published articles, self-paced workbooks, spreadsheet trackers, decks, and tools right here on the site. New assets published from my system automatically organize into the folders below.

● Section 05 • Active Client Vault Directory

Private Client Vaults & Project Dockets

Every Level 01 to Level 04 client receives a dedicated, self-contained Client Page right here on leandrobauzon.com for 1 full year—complete with milestone tracking, downloadable deliverables, shared workspace links, and direct dispatch notes.

How Client Pages Work: Clicking any client docket above opens that client’s dedicated page view (#client-vault/client-slug) directly on this website. Clients with a private PIN can unlock restricted file downloads and post notes straight to Aian.
LB

Leandro “Aian” Bauzon

MBA • Founder & Principal Strategist

Academic & Licensure Credentials
  • • Master in Business Administration (MBA), De La Salle University (graduated with academic distinction)
  • • BS in Accountancy (BSA), San Beda University
  • • Passed the CPA Board Licensure Examination
  • • Passed the Real Estate Broker (REB) Licensure Exam
  • • Passed Three (3) Insurance Commission Licensure Exams (Life, Variable, Non-Life)
Leadership & Operating Track Record
  • • 11+ Years in Higher Education as College Professor & Academic Dean (2011–2022)
  • • Former Café Owner & Operator (Coffee Tea Library, 2014–2016)
  • • Former Financial Advisor & Sales Manager (AXA Philippines, 2018–2026)
  • • Founder of The Owner’s Advocate (TOA) & University of Self
Section 06 • About the Principal & Scope Rules

Why I Built The Owner’s Advocate

Before starting The Owner’s Advocate, I spent more than eleven years in higher education as a college professor and academic dean, alongside real-world experience running my own café (Coffee Tea Library) and leading sales teams in financial services.

Across classrooms, offices, and small businesses, I kept seeing the same pattern: capable, hardworking owners were exhausted not because they lacked drive, but because their financial and operational records were scattered in their heads, across chat messages, or in half-finished spreadsheets.

When they asked for help, they were usually given two frustrating choices: either hire a traditional bookkeeper who only looks at past tax filings, or hire a flashy consultant who talks in complicated buzzwords and hands over a thick presentation that nobody in the office knows how to use.

Because I am a teacher at heart and an operator by training, I work differently. I explain things in plain language, design systems that fit your team’s actual skill level, and walk alongside you until the tools work in real life.

Clear Boundaries Make Good Partnerships

I believe in stating upfront what I do, what I do not do, and how our day-to-day commercial rules work so you are never surprised after signing.

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What I Do (Management & Systems Advisory)

  • • Help you see your true cash flow, profit margins, and operational bottlenecks in plain language.
  • • Design practical workflows, 5-Account cash routing rules, and internal controls so work does not depend entirely on the owner.
  • • Build internal management trackers, spreadsheets, dashboards, SOP manuals, and custom operational apps.
  • • Work alongside your existing bookkeeper or accountant so your management records and tax records stop contradicting each other.
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What I Do Not Do (Not a Public CPA Firm)

Although I passed the CPA licensure examination and hold an MBA with distinction, The Owner’s Advocate is a management and business systems consultancy, not a public accounting firm.

  • • I do not sign statutory audited financial statements (AFS) or issue formal CPA assurance opinions.
  • • I do not act as your BIR tax filing agent or legal representative.
  • • I do not do daily clerical receipt encoding or run your day-to-day payroll for you.
Rule 01 • Staged PDCs & 3% Discount

Fair, Predictable Payment Terms

Level 01 can be paid 100% upfront or split 50/50. For Levels 02 to 04, staged payments are secured via Postdated Checks (PDCs) with 0% installment markup, or you can enjoy a 3% discount when settling 100% upfront.

Rule 02 • CAMANAVA Territory Rule

Zero Travel Fee in CAMANAVA

Online sessions nationwide never have travel charges. For in-person meetings within Caloocan, Malabon, Navotas, and Valenzuela (CAMANAVA), there is zero travel surcharge. Outside CAMANAVA, you simply reimburse actual round-trip fare.

Rule 03 • AI & Human Verification

Human Judgment Stays in Charge

I use modern digital and AI tools to speed up formatting, structuring, and research—never as a substitute for human judgment. Every number, diagnosis, and recommendation is personally verified by me under strict confidentiality.

Start a Conversation

Tell me a bit about your situation.

Use the form below to prepare a clear inquiry message, or reach out directly via email (aian@leandrobauzon.com) or mobile/Viber (0919 345 6366). No high-pressure sales pitch—just a straightforward conversation to see if and how I can help.

Or call/text directly: 0919 345 6366