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...
Understand your taxes.
Make better decisions.
Read practical analysis about accounting, SAT, taxes, CFDI and business operations to make informed decisions and stay compliant in Mexico.
Customer Did Not Request an Invoice: Mexico's 2026 Global-CFDI Close
When a customer does not request an invoice in their name, record the sale and check whether it belongs in a general-public CFDI....
Unexpected SAT Tax Balance in Mexico: What to Reconcile Before You Pay
A higher-than-expected SAT balance may be correct or may reflect a CFDI, payment, withholding, or deduction difference. These eight...
E-commerce Accounting Close: Gateways, Commissions, and Refunds
Rebuild gross sales, commissions, refunds, chargebacks, and deposits per order to close e-commerce without discrepancies.
Bank Deposits Without Invoice: What the SAT Detects and How to Avoid Discrepancies
The SAT can compare deposits, accounting records, CFDI, and tax returns; it identifies each credit and documents transactions that are...
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...
Bank Reconciliation Against CFDI: How to Close the Month Without Discrepancies
A useful reconciliation explains each bank transaction with CFDI, voucher, or document and leaves a short list of open items with an...