Review & catch-up in Puerto Vallarta
Who it is for
Individuals and businesses with missing periods, incomplete records or a change of accountant.
What is included
Inventory periods, filings and records; identify discrepancies and prioritize work before corrections begin.
What you receive
Outstanding-items assessment and phased proposal with scope, documents required and fees.
What to prepare
Recent filings, acknowledgements, notices received, bank statements and records for the periods under review.
How the engagement begins
First we review your activity and available records. The proposal defines periods, deliverables, responsibilities, fees and timing. Authority appointments and resolutions depend on the applicable procedure. The responsible accountant must validate the final scope.