Bookkeeping for small businesses · Spanish-speaking service
At Taxes Positivos, we help you organize your business records, keep your books up to date and have reports that help you understand how your business is doing.
Monthly bookkeeping and catch-up for prior periods, based on your business's needs.
Who is this service for?
Checking your bank balance is not always enough to understand your results. Organized books help you tell apart your business's income, expenses and other transactions.
You make sales and pay expenses, but you do not have reports that help you understand what is happening.
Months of transactions have piled up and you need to bring the information up to date.
You receive and make payments through different channels and need to keep your records organized.
Every season you have to rebuild your income, look for receipts and sort your expenses.
Tell us how you currently keep your records so we can identify the service you need.
Service options
For businesses that need to keep their records up to date, reconcile their accounts and receive regular reports.
For businesses with pending months or periods that need to organize their information before continuing with regular maintenance.
For businesses that already have bookkeeping but need to review discrepancies, classifications or balances that need clarification.
First, we review your situation. The scope, periods and cost are confirmed in the proposal.
Monthly scope
The proposal is adapted to the volume and characteristics of your business. Depending on the contracted scope, it may include:
Recording and categorizing transactions.
Reconciliation of the included bank accounts and credit cards.
Review of transactions that need clarification.
Recording of loans, contributions and withdrawals with the related documents.
Preparation of accounting reports.
Communication about pending information or receipts.
Periodic review of the reports according to the contracted service option.
The number of accounts, the platforms, the reports and the review frequency are detailed in your proposal.
Accounting reports
Helps you review the income, expenses and result for the period.
Shows the assets, debts and equity recorded as of a specific date.
Depending on the contracted service, we review the reports with you and the items that need explanation.
Reports are prepared based on the available information and the contracted scope. Keeping your documents complete makes them more useful for your business.
Bookkeeping that is behind
If your records are behind, we first need to know the pending periods, the accounts used and the available documents. With that information, we define the work needed to bring them up to date.
1. We identify the periods
We review from when you need to organize or correct your books.
2. We request the information
We tell you which statements, reports and receipts we need.
3. We present the scope
You receive a proposal with the planned work and its terms.
4. We organize the records
We work on the contracted periods and let you know about pending clarifications.
Turnaround time depends on the volume, the complexity and when we receive the information needed.
Work process
1. We get to know your business
You tell us what you do, how you receive your income and how you currently keep your records.
2. We define your proposal
We review the accounts, the platforms, the volume of transactions and the services you need.
3. We coordinate access and documents
We tell you how to share the information and grant the necessary access.
4. We work and follow up
We organize the records and deliver the reports according to the agreed schedule and terms.
To keep your books up to date, we need your help with receipts and answers to pending questions.
Information for a quote
Business activity.
Number of bank accounts and cards used.
Approximate volume of monthly transactions.
Payment platforms or sales systems used.
Current accounting software, if you have one.
Date through which your records are up to date.
Number of pending months or years.
Reports and additional services you need.
You do not need to have all the exact details to contact us. We can start with a description of your situation.
Do not share passwords, full bank information or sensitive documents through the public form or WhatsApp. We will tell you how to provide the information needed.
Related services
Preparation of tax returns based on your business's structure and tax classification.
See business taxesLearn about the scope of the service for your business's sales tax obligations.
Ask about sales taxLearn about our service to form and register your business.
See business formationThese services are contracted separately, unless your proposal expressly states otherwise.
Trust
At Taxes Positivos, we serve you in Spanish and explain what information we need, what work your proposal includes and what reports you will receive.
Know the accounts, periods and tasks included in your service.
We let you know what information we need to move forward.
Receive organized information to review your business's situation.
Guidance and consultations
15 minutes to learn what you need
Tell us how you keep your books and we will guide you to the right service and how to get started.
This call is for information only. It does not include reviewing books, reconciliations or document analysis.
45 minutes of personalized service
Talk with our team about your bookkeeping situation, get your questions answered and receive guidance on the next steps.
Correcting records and performing bookkeeping work are quoted separately.
Frequently asked questions
It is recording and organizing your business's financial transactions. It helps keep your accounting information up to date and prepare reports.
Yes. First, we review what information you have available and which periods you need to organize so we can define a proposal.
Yes. Tell us whether you already have an account and how you currently use it so we can review your business's needs.
No. First, we review your situation and tell you which tools are included in the proposal. Subscriptions and their costs are clarified before you sign up.
Not automatically. Tax preparation is contracted separately, unless your proposal expressly states that it is included.
Not automatically. Your proposal should specify which services are included.
We can review the pending work and the available documents to determine the scope and prepare a quote.
The cost depends on the accounts, the volume of transactions, the platforms used, the pending periods and the contracted tasks.
The frequency and delivery dates are set when you sign up. They also depend on our receiving the documents and clarifications needed.
Yes. We coordinate access, documents and communication to work virtually.
Form
Tell us how you currently keep your records and what you need to improve. Our team will contact you to explain the next steps.
Prefer to write to us? Open the WhatsApp chat.
Learn about our business tax return service.
See business taxes
