Monthly Bookkeeping Services in Puerto Vallarta

Monthly bookkeeping covers categorizing all income and expenses, reconciling bank statements, maintaining your general ledger, producing a P&L and balance sheet, and ensuring all transactions have valid CFDI support. This forms the basis for your monthly tax declarations.

Yes. SAT can audit any taxpayer up to 5 years back and will ask for organized records supporting every deduction you claimed. Without clean bookkeeping, an audit can result in disallowed deductions and large tax bills. Proper records are also essential for business decisions.

We work with CONTAb, QuickBooks, and cloud-based systems depending on your business size and preferences. We can also work with your existing software or set up a new system from scratch.

We provide a simple document checklist each month. Most clients share bank statements, expense receipts, and CFDI XMLs via a secure shared folder. We handle the rest — categorization, reconciliation, and reporting.

Yes. Catch-up bookkeeping is one of our most common engagements. We reconstruct your records from bank statements and available documents, then bring your books current so you can file accurate returns going forward.