Services to Optimize Your Financial Operations
Condesa’s on-shore and near-shore teams help businesses maintain accurate financial records, optimize tax & compliance strategies, and ensure business continuity.
Accounting & Bookkeeping
- Categorize transactions and record journal entries in the accounting system general ledger
- Perform regular reconciliations of checking accounts, credit card accounts, and other banking accounts
- Oversee accounts receivable and accounts payable management
- Manage supporting documentation for all applicable transactions
- Run payroll operations for employees and independent contractors
- Execute accounting close procedures according to appropriate cadence (weekly, monthly, annual)
- Prepare monthly financial statements, conduct essential analyses and communicate results with team
Accounting Systems
- Determine appropriate accounting system and suite of financial tools for a specific business
- Set up accounting systems with appropriate banking and third-party software integrations
- Migrate financial data seamlessly into new accounting platform
- Ensure accuracy and efficiency during system setup or conversion
- Create new, optimal accounting processes
- Provide ongoing support for a smooth transition to the new system, tools and procedures
Historical Cleanup
- Clean up historical accounting records
- Define and implement the optimal Chart of Accounts for a specific type of business
- Transition accounting records from cash basis to accrual basis
- Ensure routine processes and financial transactions receive the proper accounting treatment
- Ensure output financial statements are materially accurate
Augmented Headcount
- Provide full-time or fractional support to existing accounting teams
- Ensure critical tasks are completed to keep operations running smoothly
- Fill key operational or leadership roles to ensure business continuity at highly competitive rates to a full-time hire
Frequently Asked Questions
How much do Condesa’s services cost?
The pricing of our services depends on the circumstances and needs facing each individual business. When examining a new client opportunity, we take all of the time needed to gain a comprehensive understanding of a client’s circumstances before proposing services and pricing.
Condesa’s highly-credentialed team is located on-shore in the United States and near-shore in Latin America. By leveraging this structure, our team is able to provide services globally at very competitive rates.
If you would like a free assessment of your company’s finance and accounting needs and a corresponding pricing proposal, please Contact Us and schedule a consultation.
What types of clients does Condesa serve?
We pride ourselves on our ability to deliver world-class results for our clients, irrespective of their size, industry or territories of operation.
If you would like to learn more about Condesa’s experience, please visit our Case Studies page.
Can Condesa prepare my tax return?
In the United States, Condesa does not directly provide tax return services. However, we work with our trusted network of tax partners who deliver top-tier services at preferential partner rates. This applies to corporate and personal tax returns for domestic and multinational companies with a US presence.
For companies with operations outside the United States, where often financial reporting and tax declarations are usually performed together, we are able to provide corporate tax services.
Does Condesa only provide services in the United States?
No. Condesa is one of the few boutique firms able to deliver comprehensive financial and accounting services internationally. With partner firms all over the world, we have proven effective at managing the complexities stemming from managing international legal structures.
If you would like to explore Condesa’s international experience, please visit our Case Studies page and filter by country
Why hire a firm instead of a full-time employee?
The Condesa team includes financial service professionals at many different levels of skill and experience. Additionally we require several levels of professional review on all engagements. By allocating work across our worldwide pool of talent, we are able to deliver the utmost quality of work with built-in ability to scale at a highly competitive price point. As such, we have found that we are able to consistently outperform full-time employee alternatives.
Does Condesa require a long-term commitment?
No. Our contracts are month-to-month and most client agreements have no requirement for minimum duration.