Invoice Accountant in Mexico Mexico City –Free Word Template Download with AI
RFC: CPF180523KJ7
Av. Paseo de la Reforma 245, Piso 12, Col. Cuauhtémoc
Mexico City, Mexico 06600
Tel: +52 (55) 5512-3456 | Email: [email protected]
Certified Accountant FirmFactura No. CFDI-2025-00487
Invoice Date: June 15, 2025
Due Date: July 15, 2025
| No. | Description of Accounting Services | UoM | Qty | Unit Price (MXN) | Amount (MXN) |
|---|---|---|---|---|---|
| 01 | Monthly general ledger reconciliation and bookkeeping services for all corporate accounts, including accounts payable, accounts receivable, and cash management. Performed by a licensed Accountant registered with the Mexican Institute of Public Accountants (IMCP). | Service | 1 | $18,500.00 | $18,500.00 |
| 02 | Preparation and filing of monthly VAT (IVA) declarations and withholding tax reports (ISR) with the Servicio de Administración Tributaria (SAT) in Mexico City. Includes electronic invoicing (CFDI) compliance verification for all transactions processed during the billing period. | Service | 1 | $12,800.00 | $12,800.00 |
| 03 | Payroll accounting and social security (IMSS) contribution calculations for 47 employees. Includes preparation of monthly payroll registers, deduction summaries, and compliance documentation required by Mexican labor law and the Mexico City labor authority. | Service | 1 | $9,600.00 | $9,600.00 |
| 04 | Monthly financial statement preparation: Balance Sheet, Income Statement, and Cash Flow Statement. Includes management commentary and variance analysis comparing actual results against the approved annual budget. Delivered in both PDF and Excel formats for the client's board of directors in Mexico City. | Service | 1 | $7,200.00 | $7,200.00 |
| 05 | Tax advisory and planning consultation session (3 hours) with a senior Accountant specializing in Mexican corporate taxation. Covers optimization of deductible expenses, review of transfer pricing documentation, and guidance on upcoming fiscal changes proposed by the Mexican Federal Revenue Service for the 2025 fiscal year. | Hour | 3 | $2,400.00 | $7,200.00 |
| 06 | Accounts payable and receivable aging analysis, vendor reconciliation, and collection follow-up support. Includes preparation of a detailed report identifying outstanding balances, overdue invoices, and recommended collection strategies for the client's operations in Mexico City and surrounding states. | Service | 1 | $5,400.00 | $5,400.00 |
| Subtotal (Before Tax) | $60,700.00 |
| IVA (16% Value Added Tax) | $9,712.00 |
| Withholding ISR (10.7%) | ($6,492.90) |
| GRAND TOTAL DUE | $63,919.10 |
Payment Instructions
Bank: Banco de México (Banxico) – Branch: Mexico City Centro
Account Name: Contabilidad Profesional CDMX, S.A. de C.V.
CLABE: 012180012345678901
Account Number: 1234-5678-9012-3456
SWIFT Code: BNMEXMXX
Please reference Invoice No. CFDI-2025-00487 in your payment memo. Payment is due within 30 calendar days from the invoice date. Late payments will be subject to a 1.5% monthly interest charge as stipulated in our service agreement. This invoice is issued in accordance with the Mexican Federal Tax Code (Código Fiscal de la Federación) and must be retained for a minimum of five years for tax audit purposes.
Important Notes and Terms
1. This invoice represents professional accounting services rendered by a certified Accountant and their team at Contabilidad Profesional CDMX, S.A. de C.V., operating from our offices in Mexico City, Mexico. All services were performed in compliance with Mexican Generally Accepted Accounting Principles (NIF) and International Financial Reporting Standards (IFRS) where applicable.
2. The electronic invoice (CFDI) corresponding to this document has been issued through the SAT platform and is available for download at the client's registered email address. The XML file and digital stamp (sello digital) are attached to the email transmission.
3. All accounting records, workpapers, and supporting documentation related to the services described in this invoice will be maintained by our firm in Mexico City for a period of no less than five years, in compliance with Mexican tax regulations.
4. This invoice is non-transferable and constitutes a formal request for payment. In the event of any discrepancy or question regarding the services billed, the client is requested to contact our office within ten (10) business days of the invoice date.
5. Our firm maintains professional liability insurance and adheres to the Code of Ethics established by the Mexican Institute of Public Accountants (IMCP). All Accountants on our team hold valid professional licenses and are registered with the SAT as authorized service providers.
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