Accounting for Property Management Companies in Puerto Vallarta

Managing rental income for multiple foreign owners means separate trust accounts, bilingual owner statements, IMSS for your staff, and monthly SAT filings — all at once.

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Who This Is For

  • Property management companies in Puerto Vallarta and Banderas Bay
  • Boutique rental agencies managing vacation properties for multiple foreign owners
  • Real estate operators handling long-term residential or commercial rentals
  • HOA-contracted managers responsible for building finances and compliance
  • Concierge property services billing for maintenance and guest services

What's Included

  • Client trust account reconciliation — income in, owner disbursements out
  • Management fee income accounting and CFDI invoice issuance
  • Owner disbursement statements in English and Spanish
  • Vendor and maintenance expense tracking with CFDI verification
  • IMSS registration and monthly payroll for your staff
  • Monthly ISR and IVA declarations for the management company
  • Annual tax return preparation
  • Financial statements by portfolio or property

Why AccountingPV

Accounting experts who know Puerto Vallarta

We Understand the Two-Entity Problem

Property management firms handle both client funds (trust accounting) and their own management fee income. We maintain clean separation between the two so your books are audit-ready at all times.

Bilingual Owner Statements by Default

Most of your owners are US or Canadian. Every statement we produce is bilingual — English on one side, Spanish figures that match your SAT filings on the other.

IMSS Compliance for Your Team

Property management staff — housekeepers, maintenance workers, coordinators — must be registered with IMSS. We handle enrollment, monthly payments, and CFDI nómina so you never face a labor audit unprepared.

Scalable as Your Portfolio Grows

Whether you manage 10 units or 150, our systems scale. We add properties without adding confusion to your books.

FAQ

Common questions

Client rental income should flow through a dedicated trust or escrow account and never be mixed with the management company's operating funds. Management fees are recognized as income only when earned and invoiced with a CFDI. We set up this structure from day one.

Yes. Management services are subject to 16% IVA. You must issue CFDI invoices for each management fee collected and file monthly IVA declarations. Failure to do so creates liability.

All workers with a formal employment relationship must be registered with IMSS regardless of how many hours they work. We handle registration, biweekly payroll, CFDI nómina, and monthly IMSS payments.

We produce bilingual statements that show gross rental income, deductions, management fees, and net disbursements — the data most US and Canadian accountants need for foreign income reporting.

You need CFDI receipts for all income collected, CFDI invoices for all vendor expenses, payroll records, and bank statements. We organize these by property so any SAT inquiry can be answered in minutes.

Monthly ISR and IVA declarations are due by the 17th of each following month. An annual ISR return is due in March for corporations. We handle all filings on a fixed monthly schedule.

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Ready to Get Your Accounting in Order?

Whether you're a business owner, foreign investor, or vacation rental operator — we're here to help.

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