A free first conversation
Twenty minutes on WhatsApp or a call to understand your operation, your tax regime and the state of your books. That produces a concrete proposal, not a generic quote.
Private Accountant · CPI 40365Incorporated Private Accountant · CPI No. 40365
Accounting and financial services delivered with professionalism, confidentiality and commitment, so you can focus on what actually matters: growing your business.
Serving all of Costa Rica, in person across the Northern Zone and remotely nationwide.
Incorporated Private Accountant
CPI N° 40365
San Carlos, Alajuela
In person, Northern Zone
Serving all of Costa Rica
Remote service
Confidentiality on all information
No fine print
Accounting services
Five areas covering the full cycle: record it properly, file it on time, decide with data, and back up every procedure.
Your books current, month after month, without you chasing anyone.
D-101, D-150, D-104, D-153 filed on time, no penalties, no surprises.
Decisions made before you sign, not explained afterwards.
Numbers stop being paperwork and start being a tool.
The document your bank asks for, issued with real backing.
How I work
The same path for every client, from the first message to the monthly report.
01
A free first conversation
02
We put your numbers in order
03
We file on time
04
You decide with data
Twenty minutes on WhatsApp or a call to understand your operation, your tax regime and the state of your books. That produces a concrete proposal, not a generic quote.
We gather what already exists, bring the backlog current and leave the accounting at a clean starting point. If you came from another accountant, I handle the transition.
A tax calendar built around your dates. I warn you ahead of every deadline, prepare the return and file it within the window.
Every month you get financial statements plus a report in plain language. And during the month you ask whatever you need, with no per-question charge.
Who keeps your books
Incorporated Private Accountant, CPI No. 40365, based in San Carlos, Alajuela. I work directly with the business owner, with no intermediate layers and no account executives rotating every six months.
My work starts where the disorder ends: loose receipts, last-minute filings and the feeling that you never really know how the business is doing. Sorting that out is the easy part. The value comes after, once the numbers can be read and used to decide.
Learn moreHow I handle your information
to your goals.
Your tax calendar is my responsibility, not a reminder I hand back to you.
in every detail.
Current regulation applied with judgment, and every figure with its documentary backing.
on all information.
What passes through my hands stays there. No exceptions and no fine print.
Who I work with
Daily operations, payroll and electronic invoicing that require formal accounting every month.
Doctors, lawyers, architects and consultants invoicing for services who want to stop improvising with the tax authority.
You don't yet know which regime to register under or what will be required. It gets defined on day one and done properly.
With a business or rentals in Costa Rica and no clarity on local obligations. Service in Spanish or English.
Frequently asked
Yes. I work in person across the Northern Zone and remotely with clients throughout Costa Rica. Documents are sent digitally and meetings happen over video call or WhatsApp, so distance does not change the service.
Your national or corporate ID number, access to your taxpayer profile, and whatever prior accounting you have, even if incomplete. With that I review your real situation and tell you what needs catching up before the monthly rhythm begins.
It depends on transaction volume, your tax regime and whether there is a backlog to resolve. That is why the first conversation is free: I look at your operation first and then give you a concrete figure, not a list price that changes later.
An Incorporated Private Accountant keeps your books, prepares and files your returns and issues proof of income letters. A Certified Public Accountant additionally holds public attestation authority for external audits and financial statement certifications. If your case needs that, I flag it upfront.
Yes, and it is more common than it sounds. I receive the information from the previous accountant, verify that what was filed is correct and pick up from there. If I find something outstanding, we resolve it before moving on.
I handle the response with you. I review what is being asked, assemble the corresponding documentary backing and prepare the reply within the deadline. It is not something you face alone.
If you are registered as a taxpayer under the traditional regime, yes. If you are not doing it yet or do not know how, that is part of what we sort out in the first weeks.
Let me be part of your success
The first conversation carries no cost and no commitment. Write to me and I reply the same day.