What to ask for in your accountant's monthly report
A useful monthly report connects business movements with their causes and the decisions ahead. Tax filing acknowledgements serve a...
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Read practical analysis about accounting, SAT, taxes, CFDI and business operations to make informed decisions and stay compliant in Mexico.
Delegating tax procedures: authorize, verify and close
Delegating a tax procedure means distinguishing work instructions, formal representation and evidence of each stage. A reference number...
Accounting Errors: Taxpayer Responsibility and the Five-Year Tax Period
An accountant's error can span multiple periods; the taxpayer needs to assess the scope, correct the cause, and retain evidence.
What Your Accountant Should Deliver to You Every Month: Receipts, Workpapers, and Pending Items
A financial close isn’t finished by just saying “it’s done”: it requires receipts, workpapers, payments, reconciliations, and clear...
When to Hire an Accountant and What Monthly Accounting Should Include
Decide when to hire an accountant and what the monthly service should include based on volume, obligations, risks, and deliverables.
SAT public accountant registry in Mexico: how to verify an accountant
Check Mexico's SAT public accountant registry, verify a professional license, and review scope, deliverables, and access security before...
Accounting and Tax Services in Mexico: What to Include Before Hiring
What accounting and tax services in Mexico should include before hiring a provider: deliverables, controls, red flags and questions to ask.