Doing Business in Mexico: a guide for foreign companies and investors · Download it here
For companies in Mexico and foreign subsidiaries

The information you need, in real time, without noise and with total clarity.

We integrate accounting, tax strategy and business intelligence for companies in Mexico and foreign subsidiaries. Every client gets the same specialist attention, regardless of size.

Service in Spanish and English 15+ years of experience AO INSIGHT dashboard included
aoconsultoria.com/portal · Sample Company SA de CV
Executive Summary
May 2025 · Sample Company SA de CV
📅 May 2025
↻ Refresh
Executive Summary
Period: May 2025
Net Sales
$0
▲ 12.4%
Net Income
$0
▲ 8.1%
EBITDA
$0
— stable
Net Cash Flow
$0
▲ 5.2%
Net Sales — Last 6 months
Dic Ene Feb Mar Abr May
Cash Flow · May 2025
Collections this month+1,108K
Prior invoices+245K
Supplier payments−541K
Payroll−195K
Taxes−193K
Ending balance1,043K
Sources and uses of cash
Tax Obligations
Monthly VATJun 17✓ Filed
Income tax withholdingsJun 17⚠ Upcoming
Bimonthly IMSSJun 27⚠ Upcoming
Annual returnMar 31✓ Filed
Monthly DIOTJun 10✕ Overdue

We handle your obligations with all of these institutions:

cdmx imss Repse SAT shcp infonavit edomex

Your business, clear on a single screen

With AO INSIGHT, our client portal, you see your financial and tax information whenever you want, without waiting for the close or asking for reports.

  • Cash flow

    See where your money comes from and where it goes: collections, suppliers, payroll and taxes. Know in advance whether next month is covered.

    Cash flow report in AO INSIGHT
  • Financial ratios

    Margin, liquidity, leverage and profitability explained in plain language, so you know whether your business is really making money.

    Financial ratios in AO INSIGHT
  • Tax obligations

    A traffic light for every filing: which are done, which are coming up and how much you'll pay. No surprises with the SAT or IMSS.

    Tax obligations dashboard in AO INSIGHT
Cash flow report in AO INSIGHT
Financial ratios in AO INSIGHT
Tax obligations dashboard in AO INSIGHT
Why AO

The same level of service, regardless of your size

We work as your in-house team: we know your company, we answer you and we give you information to decide.

  • One team for accounting, tax and finance

    You don't coordinate an accountant, a tax lawyer and an analyst separately. One lead knows your company and answers for everything.

  • This month's information, not the year-end close

    With AO INSIGHT you see cash flow, profit, EBITDA and obligations whenever you need, without asking for reports.

  • Well-founded, on-time defense

    Tax authority requests, audits and certificate restrictions handled with clear legal deadlines and a written strategy.

  • Compliance on a calendar

    Tax returns, payroll, IMSS, INFONAVIT and REPSE with dates visible to you, so nothing depends on someone's memory.

  • The same treatment for everyone

    A company billing 2 million gets the same specialist attention as one billing 200.

  • In Spanish and English

    We serve foreign partners and subsidiaries in their language, with reports their head office understands.

Who we work with

Companies that want order and clarity to decide

If you're not sure we're the right firm, we'll tell you honestly in the assessment.

Established companies
Retail, services and industry

Accounting, tax and payroll in order, reports to decide with and support when the authorities call.

Growing companies
Seeking investment or credit

Reliable financial statements, metrics and valuation to negotiate with investors or banks.

Foreign subsidiaries and investors
Companies operating in or entering Mexico

Incorporation, tax registration, transfer pricing and accounting, with English reports for the head office.

Entrepreneurs
Before incorporating

We evaluate your project and the regime and entity that suit you before you invest.

See the page for entrepreneurs →
Illustrative figures
15+years of experience
300+companies served
$45 Mrecovered in tax refunds
6countries with clients

Companies that trust us,
in Mexico and worldwide

★★★★★

"I used to overpay taxes because my previous accountant didn't deduct everything I was entitled to. In my first 3 months with AO Consultoría they saved me about 20% in taxes."

☕
Pedro Sánchez
Trading company in Mexico City · client for 6 years
★★★★★
🇸🇬 Singapore

"We work with AO Consultoría on financial and tax due diligence whenever our clients evaluate acquisitions or investments in Mexico. Their reports are thorough, delivered on time and easy for international investors to understand. AO Consultoría is our go-to reference in Mexico for our clients."

🌏
AL Asia Legal Firm. Singapore
★★★★★
🇪🇸 Barcelona, Spain

"We opened our Mexican subsidiary without knowing the Mexican tax system. AO Consultoría handled the incorporation, the SAT registration and the monthly accounting. Every month we receive clear reports and we've been compliant from day one. A completely trustworthy partner on the other side of the Atlantic."

🏢
Iñaki Sanchez
Media agency · Barcelona

Getting started is easier than you think

In less than a week you have clarity on your situation and a work plan.

4 steps to take control of your business

Book a video call
Step 01

Assessment

A 30-minute video call. Tell us about your business, your concerns and how you operate; with that we prepare an assessment and tailored recommendations.

Step 02

We explain everything

No jargon. We tell you what to pay, when and how much. With your business's real numbers.

Step 03

We sign and get started

A clear contract. We define a work plan with transparent timelines, processes and fees. You share your information and we do the rest.

Step 04

You focus on growing

You get access to a portal with up-to-date information, periodic reports and expert support when you need it.

Do you work with companies of any size? +
Yes. We serve everyone from startups to subsidiaries of international groups, and all receive the same level of service: one lead who knows your company, and specialists when needed.
Can you work with my accountant or my in-house team? +
Yes. We can run the whole function or complement your team on tax, payroll, defense or financial analysis. We define in writing who does what.
Do you work in English? +
Yes. We serve foreign partners and directors in English and prepare reports for parent companies.
How do you protect confidentiality? +
We sign an NDA whenever you need. Your information lives in AO INSIGHT, accessible only to the people you authorize.
Do I have to come to your office? +
No. We work 100% online with companies across Mexico and abroad, by video call, email and WhatsApp.
What if my past tax returns have errors? +
We review it at the start. If there are errors, we explain the options to correct them and whether to file amended returns; in many cases penalties are reduced for voluntary correction.
Can I hire just one project? +
Yes. A compliance review, a valuation or a tax refund claim can be hired separately, with no monthly plan.
How is it quoted? +
It depends on the scope and volume of your operations. After the assessment we send a written proposal stating what's included. If you later need something extra, it's quoted and you approve it before we start.
Can I cancel? +
Yes, with no penalties or minimum term. We ask for 15 days' notice to close out and hand over your information organized.

Ready to have your company's information in real time?

Tell us about your case in 30 minutes. You'll leave the call knowing where your company stands and what to do next.

Reply within 2 business days · Confidential