This is a monthly plan: SME Up to Date
You subscribe, pay your month in advance and cancel whenever you want.
SME Up to Date Plan
An in-house accountant costs you several times this every month. Here you get a full team for a fraction of that: we keep your books for real, reconcile your bank accounts, close your income tax year and keep you current with SENIAT. From $350 a month.
Requesting a quote doesn't commit you to anything
- You tell us about your case. It's free.
- We send you the price in writing, within 1 to 3 hours.
- You decide. If it works for you, we start. If not, you delete it with one click and pay nothing.
No one will pressure you. Your information is used only for your case.
Is it for you?
If any of these sounds like you, this procedure is for you.
- Companies on the move that want to focus on their business and forget about the numbers; they send us the raw paperwork (invoices, purchases and bank activity) and we put it all together
What's included and what isn't
Everything clear from the start. No fine print.
Includes
- Formal accounting month by month, with real books
- Monthly bank reconciliation
- Annual ISLR (income tax) close
- Annual financial statements with inflation adjustment
- Everything in the In Good Standing Plan (VAT, VAT and ISLR withholdings, IGTF, SENIAT formal duties, municipal filing and employer contributions when you have staff)
- Everything in the Entrepreneur Plan (business license, compliance certificates, annual shareholders' meeting, Registro Mercantil up to date and zero VAT returns with no activity)
- Monitoring of the whole tax and accounting calendar for the year and of the pulse of your numbers month by month
- Follow-up included on everything you process with us, powered by Squuad technology
- Free Digital Notice Board
Does not include
- One-off procedures (a new permit, license or registration), quoted separately with your 25% discount
- Advice from a dedicated professional, which belongs to the SME Plus Plan
- Heavy legal work, travel and in-person representation, quoted separately case by case
- Catching up on accounting from past months or years, quoted separately
- The taxes, contributions and government fees themselves, which you pay directly to each agency
What you need
Check off what you already have. You don't need everything to request your quote.
You have 0 of 5.
- Your company's RIF (Venezuelan tax ID) and details
- Your compliance certificates and paperwork up to date (if you don't have them, we get them for you first)
- Your raw paperwork each month (invoices, purchases and bank activity)
- Number of employees and payroll, if you have staff
- Your contact details to coordinate
How the process works
You do very little. We take care of the rest.
- Step 1
We review your company
We look at your books, your agencies and your compliance certificates.
We do this - Step 2
We receive your paperwork
Every month you send us invoices, purchases and bank activity.
We do this - Step 3
We build your numbers
We keep your books, reconcile your bank and file on time.
We do this - Step 4
We close your year
We prepare your ISLR close and your financial statements.
We do this - Result
Done
You forget about the numbers, and we let you know if something doesn't add up.
You receive it
Your books every month and each return within its deadline; the ISLR close and financial statements, once a year.
What it costs and how to pay
Clear from the start.
Our fee: we do all the work for you.
How you pay: 50% when we start and 50% on delivery. In dollars, in bolívares at the official BCV exchange rate, or with Cashea.
How is your investment calculated?
Your investment is a fixed monthly fee, a fraction of what an in-house accountant costs. What you pay us, from $350 a month for your complete accounting and all your monthly compliance.
The taxes, withholdings and contributions we file, you pay directly to each agency.
One-off procedures are quoted separately, with your 25% subscriber discount. Your advisor confirms your fee before you start, no strings attached.
FAQ
What happens if I keep doing the numbers myself?
You take hours away from your business, and your numbers have no one to stand behind them. With SME Up to Date, we build them.
What do I need to send?
Your raw paperwork each month, like invoices, purchases and bank activity. We put it all together.
How is it different from the In Good Standing Plan?
In Good Standing files what you tell us; SME Up to Date knows what your company actually has, because it keeps your books. One complies, the other protects.
How much does it cost?
From $350 a month in professional fees. You pay the taxes we file, and one-off procedures are quoted separately with your 25% discount.
Does it include a dedicated professional for my questions?
No. Advice from a dedicated professional belongs to the SME Plus Plan, with 3 hours a month in any of our four consulting areas.
What if my compliance certificates aren't up to date?
We get them for you first, so you start clean.
About this procedure
An in-house accountant costs you several times this every month. Here you get a full team for a fraction of that. Think of Marielys: she runs a small clinic with 6 employees, sees patients all day and doesn't even want to look at the numbers. She just needs to know that someone keeps them right and stands behind them.
The SME Up to Date Plan is for a company on the move that wants to focus on its business. You send us the raw paperwork (invoices, purchases and bank activity) and we put it all together; here, we're the ones who build the numbers. We keep your formal accounting month by month, with real books, reconcile your bank accounts every month and prepare your annual ISLR (income tax) close and your annual financial statements with inflation adjustment. And since it includes everything in the In Good Standing Plan and the Entrepreneur Plan, we also file your VAT (IVA), your withholdings, the IGTF (tax on large financial transactions), the municipal filing and employer contributions when you have staff, and we look after your business license, your compliance certificates, your annual shareholders' meeting and your Registro Mercantil (Commercial Registry) entry.
We watch the whole tax and accounting calendar for the year and the pulse of your numbers month by month; if something doesn't add up, we let you know and sort it out before it turns into a mess. Everything you process with us comes with follow-up included, powered by Squuad technology, and your Digital Notice Board is free. What's not included: one-off procedures, which are quoted separately with your 25% discount, and advice from a dedicated professional, which belongs to the SME Plus Plan.
What you get is a full accounting team for a fraction of what it costs to have one in-house. If one day you also want a professional at hand for your legal, accounting, technology or education questions, you move up to the SME Plus Plan. To get started, your company needs its compliance certificates and paperwork up to date. Don't have them? We get them for you first, so you start clean.
Legal framework and important notes
Código Orgánico Tributario (Organic Tax Code) · Código de Comercio (Commercial Code), articles 32 and 33 · Ley del IVA (Value-Added Tax Law) · Ley del ISLR (Income Tax Law) · Ley del IGTF (Large Financial Transactions Tax Law)
- Here we build the numbers, from the raw paperwork you send us
- To take the plan, your company needs its compliance certificates and paperwork up to date. Don't have them? We get them for you first, so you start clean
- One-off procedures (a new permit, license or registration) are quoted separately, with your 25% subscriber discount
- If your accounting is behind, we catch it up first and then you join the plan
We guarantee our service, not what the agency decides. If something depends on them, we tell you clearly and in time.
Is your case different?Ask us, message us on WhatsApp or book a free consultation. A real person answers you.