Cuenta con Calma, firma de contabilidad

Services

I work with businesses that want structure and clarity. If you’re ready to keep your personal and business finances separate, this is a good place to start.

Monthly bookkeeping

From $200/mo

Recording, categorizing and reconciling your accounts every month, with reports explained in plain language.

Ideal for businesses with regular sales that want to see how they’re doing every month.

What’s included

  • Recording and categorizing income and expenses
  • Bank and credit card reconciliations
  • Monthly balance sheet and profit and loss statement
  • A monthly meeting to review your numbers together

Monthly process

  1. Week 1Collecting and organizing documents
  2. Week 2Categorizing and recording transactions
  3. Week 3Bank reconciliation
  4. Week 4Reports and review with you

Tax returns

From $45

Preparation and electronic filing of your Puerto Rico return with Hacienda, for individuals and businesses.

Final price depends on the schedules and forms your return requires.

What’s included

  • An interview to identify the income, deductions and credits that apply to you
  • Preparation of your individual or business return
  • Electronic filing with Hacienda
  • A copy of your return and an explanation of the result

During tax season I open a registration form. Fill it out and I’ll call you to coordinate your return.

LLC formation and registrations

From $400

I guide you through forming your LLC and completing the registrations your business needs to operate properly.

Ideal if you’re starting out or already operating and want to formalize your business.

What’s included

  • Guidance on whether an LLC is the right structure for you
  • LLC registration with the Puerto Rico Department of State
  • EIN application with the IRS
  • Merchant Registration in SURI and applicable Hacienda registrations
  • Guidance on opening your business bank account

Consulting and workshops

From $100

A session to see where you stand and what to do first, or an educational workshop for your group or organization.

Ideal if you need direction before committing to a monthly service.

Options

  • One-on-one session to review your finances and set priorities
  • Review of your accounting system or QuickBooks Online
  • Educational workshops for entrepreneurs, cooperatives and organizations

Not sure which service you need?

Fill out the form and we’ll figure it out together on the call.

Fill out the intake form