Bookkeeping is Avenor's recurring service: accounting, taxes and payroll month after month for clients with ongoing activity. Avenor's strength in bookkeeping lies in its integration with international advisory: the same team handling the day-to-day knows the cross-border dimension of every client.
Services included
Financial accounting
Keeping the official books (Journal, Inventory and Annual Accounts). Monthly bank reconciliations. Quarterly and annual accounting close. Filing of Annual Accounts with the Commercial Registry.
Tax
Corporate Income Tax (Form 200) and instalment payments (Form 202). Monthly or quarterly VAT (Forms 303, 390). Withholdings (Forms 111, 115, 190, 180). Personal income tax of shareholders and directors where applicable.
Payroll
Registrations and deregistrations with Social Security. Monthly payroll and final settlements. Employment contracts and amendments. Reporting to the Tax Authority and General Treasury. SII compliance where applicable.
Corporate
Annual General Meeting of shareholders. Approval and filing of accounts. Bylaw amendments. Capital increases and reductions. Dissolution, liquidation, mergers and spin-offs.
Notarial and registry procedures
Support in notarial transactions (powers of attorney, deeds, minutes). Filings with registries (Commercial, Property). Apostilles and legalisations for cross-border documents.
Ongoing advisory
Unlimited technical queries for retainer clients. Support on one-off transactions. Coordination with advisors in other jurisdictions when the transaction requires it.
Bookkeeping in Mexico
For clients with a company or activity in Mexico, we offer complete bookkeeping with our own network in Mexico City:
- SAT electronic accounting: chart of accounts, monthly trial balances, journal entries in accordance with Mexican IFRS and SAT rules.
- Mexican tax filings: ISR, VAT, ISR withholdings and VAT on services.
- CFDI: issuance and validation of digital tax receipts.
- Mexican payroll: registration with IMSS, INFONAVIT, ISR and ISN withholdings.
Monthly retainer model
Bookkeeping is typically engaged under a monthly retainer with a defined scope. The price is agreed based on activity volume (monthly issued/received invoices, number of employees, tax complexity) and is reviewed annually.
Includes: all recurring tax forms, monthly accounting, payroll, operational technical queries, filing of annual accounts. Does not include: extraordinary transactions (mergers, capital increases), tax inspections, litigation. Those matters are quoted separately.
Transition from another advisor
Changing advisor is easier than it seems. The typical transition process to Avenor:
- Notice to the previous advisor and request for handover of documentation.
- Review of the accounting and tax position for the current financial year.
- Registration as representative before the Tax Authority and Social Security.
- Continuity of tax deadlines without interruption.
The handover is usually completed in 2-3 weeks without affecting normal compliance.