JD
Jane Doe

Welcome back 👋

Here's a summary of your account as of today.

Last Month Revenue
$24,500
↑ 12% vs prior month
Total Expenses
$9,840
↓ 4% vs prior month
Net Profit
$14,660
↑ 18% vs prior month
Pending Docs
3
Action required

Recent Documents

DocumentStatus
April 2025 P&L Report
New
Q1 2025 Balance Sheet
Ready
2024 Tax Return
Pending Signature

Messages

CA
Catatumbo Accounting
Your April P&L report is ready for review.
Today, 9:14 AM
CA
Catatumbo Accounting
Your 2024 tax return needs your signature.
May 10, 2:30 PM

Documents

All your financial documents in one place.

DocumentDateStatusAction
April 2025 P&L Report
May 13, 2025New
Q1 2025 Balance Sheet
Apr 30, 2025Ready
2024 Tax Return
Apr 15, 2025Pending Signature

Financial Reports

Monthly and quarterly financial summaries.

PeriodRevenueExpensesNet ProfitAction
April 2025$24,500$9,840$14,660
March 2025$22,100$10,200$11,900

Messages

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Inbox

CA
Catatumbo Accounting
Your April P&L report is ready for review.
Today, 9:14 AM
CA
Catatumbo Accounting
Your 2024 tax return needs your signature.
May 10, 2:30 PM

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Accounting · Payroll · CFO · Formation

Where Precision
Strikes Like
Lightning.

Full-service accounting & advisory for small businesses, startups, restaurants, real estate investors, and freelancers — in English and Spanish.

Small Businesses Freelancers Startups Restaurants & Retail Real Estate Investors Bilingual EN/ES
6 Services Offered
All-in-One
Bookkeeping to CFO, all under one roof
Business Formation
50 States
LLC, S-Corp & C-Corp across the entire US
Response Time
24 hrs
Fast answers, always within one business day

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🇻🇪
Venezuelan-FoundedZulia State · California

Precision Built on
Roots & Purpose

Catatumbo Accounting & Advisory was founded with a simple belief: every business deserves expert financial guidance — not just the big ones. We're a Venezuelan-founded firm based in California, proudly serving clients in both English and Spanish across all 50 states.

Our name comes from the Catatumbo lightning — the eternal, relentless storms over Lake Maracaibo in Zulia, Venezuela. That same energy drives everything we do: constant vigilance, unwavering precision, and always being the light you can count on.

Whether you're a freelancer filing your first return, a restaurant owner managing payroll, a startup needing a fractional CFO, or a real estate investor growing your portfolio — we speak your language and understand your world.

QuickBooks ProAdvisor
Xero Certified
PTIN Registered
Bilingual EN / ES
All 50 States
IRS Compliant
Lake Maracaibo, Venezuela

The Eternal Lightning
of Lake Maracaibo

In the Zulia State of Venezuela, where the Catatumbo River meets Lake Maracaibo, a natural phenomenon unlike any other on Earth occurs. Up to 280 nights per year, storms erupt over the lake producing almost continuous lightning — sometimes over 40,000 strikes in a single night.

For centuries, sailors navigating the Caribbean called it the "Lighthouse of Maracaibo" — a beacon of power, consistency, and unwavering reliability. That same spirit drives Catatumbo Accounting & Advisory: relentless precision, constant vigilance, and a light you can count on.

Six Services.
One Trusted Team.

From your first transaction to your first CFO call — we have every financial need covered. Click any service to see full details and pricing.

From $199/mo

Bookkeeping

Monthly records, reconciliation, P&L statements. Cash or accrual basis available.

See details & pricing
From $300

Accounting & Tax Prep

Tax returns for all business types, 1099s, sales tax filings, and year-end financials.

See details & pricing
From $75/mo

Payroll Management

Full payroll processing, tax filings, direct deposit, W-2s. Flat fee or per employee.

See details & pricing
From $85/hr

Controller / CFO Services

Fractional CFO and Controller services — strategic financial leadership without the full-time cost.

See details & pricing
From $299 + fees

Business Formation

LLC, S-Corp, and C-Corp formation in all 50 states. Includes EIN, Operating Agreement, and books setup.

See details & pricing
From $300

Financial Advisory

Cash flow forecasting, budgets, KPI dashboards, and investor-ready financial packages.

See details & pricing

Consistent. Precise.
Always On.

01

Personal Attention

Every client gets dedicated one-on-one service tailored to their specific business. You're not a ticket — you're a partner.

02

Bilingual Service

We serve clients fully in English and Spanish — no language barriers, no miscommunication, just clear financial guidance.

03

All-in-One Firm

From your first LLC filing to fractional CFO support — no need to juggle multiple providers. We grow with you.

04

Secure Client Portal

Access all your financials, reports, and documents 24/7 through your private client portal — secure and always current.

The Catatumbo lightning has guided sailors for centuries — unwavering, powerful, and ever-present. That's how we approach your finances.

— Catatumbo Accounting & Advisory
6Services Offered
50US States Served
24/7Portal Access
EN+ESBilingual

From First Call to
Ongoing Clarity

Getting started takes less than 30 minutes. We handle everything so you can focus on your business from day one.

01
Free Consultation

30-min call to learn your business, goals, and current financial situation. No commitment, no pressure.

02
Custom Proposal

We send a clear, itemized proposal with exact services, pricing, and scope. No surprises.

03
Onboarding

We connect your accounts, set up your software, and activate your client portal — all within 48 hours.

04
Ongoing Support

Monthly deliverables straight to your portal, plus direct access to your accountant whenever you need it.

Questions We Get
All the Time

Everything you need to know before getting started. Don't see your question? Book a free call and ask us directly.

What is the difference between bookkeeping and accounting?
Bookkeeping is the daily recording and organizing of financial transactions — it's the foundation. Accounting takes those records and turns them into financial statements, tax returns, and strategic insights. We offer both, and most clients need both.
Do I need a CPA? Can you handle my taxes?
Most small businesses don't need a CPA — they need accurate books, clean financial statements, and a reliable tax preparer. We are PTIN registered, which means we can legally prepare and file your business tax returns. A CPA is only required for audited financial statements, which most small businesses never need.
What is cash vs accrual accounting? Which do I need?
Cash basis records money when it moves — simple and easy for most small businesses. Accrual basis records revenue when earned and expenses when incurred, regardless of when money moves — required for larger companies and those seeking investors or loans. We offer both. Most of our clients start with cash and move to accrual as they grow.
What does a Fractional CFO actually do?
A Fractional CFO gives you executive-level financial strategy without a full-time salary. We help you understand your numbers, plan cash flow, build budgets, prepare for investors or lenders, and make smarter financial decisions — for a fraction of the cost. Ideal for growing businesses doing $500K–$5M in revenue.
Can you help me form my LLC or corporation in any state?
Yes — we handle LLC, S-Corp, and C-Corp formations in all 50 US states. Our service includes the state filing, EIN application with the IRS, Operating Agreement or Bylaws, and registered agent setup. We'll also advise you on which structure makes the most sense for your specific situation and tax goals.
How does payroll pricing work?
We offer two models. For small teams (up to 5 employees), a flat monthly rate of $75–$150 is typically most cost-effective. For larger teams, we charge $12–$20 per employee per month — so the cost scales with your team size. Both options include tax filings, direct deposit, and W-2 preparation.
Do you serve Spanish-speaking clients?
Absolutely — fully bilingual service is one of our core strengths. We serve clients completely in Spanish, from initial consultation through monthly reports and tax filings. Our team is Venezuelan-founded and deeply connected to the Hispanic business community in the US.
How does the Client Portal work?
Every client gets access to a private portal where they can view monthly reports, download financial statements and tax documents, upload receipts or files to us, and send direct messages to their accountant. It's available 24/7 and included in all plans. Think of it as your personal financial dashboard.

Ready to Get Started?
Book Your Free Call Today.

30 minutes. No commitment. We'll review your situation, answer your questions, and tell you exactly what you need — and what it will cost. In English or Spanish.

Schedule Free Consultation

Flat Monthly Rates.
Zero Surprises.

All monthly plans include client portal access, free onboarding call, and a 30-day satisfaction guarantee.

Starter
$199/mo

Freelancers & solo entrepreneurs. Clean books and monthly reports.

  • Up to 75 transactions/mo
  • Monthly bank reconciliation
  • Monthly P&L statement
  • Client portal access
  • Email support (48hr)
Get Started
Pro
Custom quote

Established companies, real estate investors & startups needing full-service support.

  • Unlimited transactions
  • Full-cycle accounting
  • Tax planning & preparation
  • Fractional CFO option
  • Dedicated accountant
Request a Quote

À La Carte Add-Ons

Payroll (Flat)
$75–$150/mo
Up to 5 employees · Full processing & filings
Payroll (Per Employee)
$12–$20/emp/mo
6+ employees · Scales with your team
Fractional CFO
$500–$2K/mo
5–20 hrs/mo · Strategy, forecasting, KPIs
CFO Hourly
$85–$150/hr
Project-based or as-needed advisory
LLC Formation
$299 + state fees
Any US state · EIN + Operating Agreement
S-Corp / C-Corp
$499 + state fees
Any US state · EIN + Bylaws included

Let's Build Your
Financial Foundation

Ready to get started? Book a free 30-minute call or send us a message. We respond within 24 hours, in English or Spanish.

(786) 773-8647
California · Remote · All 50 States · EN & ES
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