Quick Answer
It’s advisable to hire support when obligations or volume exceed your internal control, but the service must define responsibilities, cut-off dates, deliverables, access, and extras. Paying a monthly fee without documented scope does not guarantee control.
Decide when to hire an accountant and what the monthly service should include based on volume, obligations, risks, and deliverables.
Original Fintax video: how to receive accounting support without losing business visibility.
Before Acting
Fiscal responsibility does not disappear when delegating. Maintain access to your receipts, files, bank statements, and important decisions.
What This Means in Practice
Hiring monthly accounting does not eliminate business involvement. The taxpayer continues generating sales, hiring, collecting, paying, and providing evidence. The service works when there is a clear boundary between operation, recording, review, filing, and decision-making.
Before comparing prices, document the scope. Two proposals with the same monthly fee can be very different if one includes reconciliation, payroll, and handling requests, and the other only captures and files returns.
Decision Map
Review Checklist
- Monthly volume of CFDI and bank transactions.
- Regimes, obligations, payroll, and special operations.
- Cut-off dates and person responsible for delivering information.
- Included deliverables: receipts, working papers, and pending items.
- Channel, response time, and handling of extraordinary services.
Step by Step
- Inventory obligations and volume.
- Separate business and accounting firm tasks.
- Define cut-offs, channels, and access.
- Require monthly deliverables and pending items.
- Evaluate quality, timing, and discrepancies quarterly.
Frequently Asked Questions
At what income level do I need an accountant?
There is no universal figure. The need depends on obligations, volume, payroll, partners, inventory, platforms, and internal capacity to control evidence.
Should the accountant have my passwords?
Define minimum access, responsible parties, and controls. The e.firma and other authentication methods require special safeguarding; avoid sharing them without process and traceability.
What should I receive each month?
As a base: returns, receipts, lines and payments, working papers, relevant reconciliations, and a clear list of pending items.
Official sources and related readings
Consult official sources: accounting integration according to the CFF, Federal Fiscal Code.
Continue with these Fintax guides: what to include in an accounting service, controls for small businesses.
What to do now
Save the diagnosis, consulted source, date, responsible party, and evidence of each decision. If there is a material discrepancy, an overdue obligation, or a formal SAT action, review the complete file before filing an amendment, paying, or responding.
