Your first business customer: quote, invoice and document the sale
A first business sale needs consistency between the supplier, price, invoice, payment and delivery. An office-supply order shows how to...
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....
E-commerce Accounting Close: Gateways, Commissions, and Refunds
Rebuild gross sales, commissions, refunds, chargebacks, and deposits per order to close e-commerce without discrepancies.
Accounting for Restaurants: Cash, Apps, Tips, and Inventory
Manage cash, cards, apps, tips, commissions, and inventory to reconstruct the restaurant's gross sales and actual margin.
Inventory Control and Cost of Sales: How to Avoid Phantom Profits
Reconciling purchases, stock, shrinkage, and sales prevents phantom margins and reveals operational discrepancies before closing.
Accounting for small businesses: minimum month-end controls
A practical month-end system for small businesses in Mexico: reconcile sales, bank activity, CFDI, expenses, collections, and owner...