Professional Bookkeeping Services in Puerto Vallarta

Most PV businesses operate with mixed-currency transactions, seasonal revenue swings, and CFDI requirements that generic bookkeeping software was never built for. We were.

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Who This Is For

  • Small and medium businesses in Puerto Vallarta looking for professional bookkeeping
  • Service companies billing clients in USD and MXN who need clean bilingual books
  • Restaurants, retail shops, and tourism businesses with high transaction volume
  • Foreign-owned businesses that need SAT-compliant accounting in Spanish
  • Business owners who have outgrown DIY spreadsheets and need a real accountant

What's Included

  • Monthly transaction recording and categorization
  • Bank reconciliation across all accounts (MXN and USD)
  • CFDI expense verification and categorization
  • Chart of accounts setup and maintenance
  • Monthly profit and loss statement in English and Spanish
  • Balance sheet preparation
  • Accounts payable and accounts receivable tracking
  • Year-end close and trial balance

Why AccountingPV

Accounting experts who know Puerto Vallarta

Local PV Expertise

We know the seasonal revenue patterns, dual-currency banking realities, and CFDI compliance requirements specific to Puerto Vallarta businesses. Your bookkeeping will reflect how PV actually works, not a generic template.

Bilingual Books by Default

Every P&L and balance sheet we produce is bilingual. Foreign owners get English reports they can read; SAT filings are in Spanish as required. No extra step, no extra cost.

CFDI Compliance Built In

Every deductible expense must have a valid CFDI to count in Mexico. We verify each invoice against the SAT database before recording it, so your deductions are bulletproof in an audit.

Delivered by the 5th of Every Month

Your P&L and reconciliation are delivered by the 5th of each following month — in time to inform business decisions and prepare for monthly SAT declarations.

FAQ

Common questions

Bookkeeping is the day-to-day recording of transactions — income, expenses, bank reconciliation. Accounting includes bookkeeping plus tax declarations, financial analysis, and SAT compliance. We provide both as an integrated monthly service.

Yes. SAT requires a valid CFDI (digital tax invoice) for all deductible expenses. Receipts, foreign invoices, and informal payments are generally not deductible. We verify every expense before recording it to ensure your deductions are solid.

Yes. Many PV businesses invoice in USD and pay expenses in MXN. We record all transactions in Mexican pesos using the official exchange rate (SAT Tipo de Cambio) and provide supplementary USD summaries for foreign owners.

Cash sales must be documented with CFDI receipts (facturas globales) and reconciled daily. We set up a daily cash reconciliation process and ensure your cash income is properly reported to SAT.

We work with cloud-based Mexican accounting platforms that are SAT-compliant for CFDI processing and electronic filing. We can also work with your existing software if it meets SAT requirements.

We can start immediately. Many new clients come to us with months of unrecorded transactions. We offer a catch-up service to bring your books current before establishing the ongoing monthly workflow.

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