JD
Jane Doe

Welcome back 👋

Here's your financial snapshot for 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 Items
4
Action required

Recent Documents

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

Upcoming Deadlines

View calendar
15
Jun
Form 941 — Payroll Tax
FederalPayroll
31
Jul
Q2 Sales Tax Filing
StateSales Tax
15
Sep
Q3 Estimated Tax (1040-ES)
Federal

Documents

All your financial documents in one secure place.

DocumentDateStatusAction
April 2025 P&L Report
May 13, 2025New
Q1 2025 Balance Sheet
Apr 30, 2025Ready
2024 Tax Return
Apr 15, 2025Pending Signature
March 2025 P&L Report
Apr 5, 2025Ready

Fiscal Calendar

All your tax, payroll, formation, and filing deadlines in one place.

● Federal ● State ● Payroll ● Sales Tax ● Formation/Renewal
January3 deadlines
15
Jan
Q4 Estimated Tax (1040-ES)
Federal Individual & self-employed
31
Jan
W-2s & 1099s Due to Recipients
Federal All employers
31
Jan
Form 941 — Q4 Payroll Tax
FederalPayroll
March2 deadlines
15
Mar
S-Corp & Partnership Returns (1120-S / 1065)
Federal Or extension
15
Mar
Payroll Tax Deposit (Form 941)
FederalPayroll
April4 deadlines
15
Apr
Individual Tax Returns (Form 1040)
Federal Or extension to Oct 15
15
Apr
C-Corp Returns (Form 1120)
Federal Calendar year corps
15
Apr
Q1 Estimated Tax (1040-ES)
Federal Self-employed & freelancers
30
Apr
Q1 Sales Tax Filing
StateSales Tax
June2 deadlines
15
Jun
Form 941 — Q2 Payroll Tax
FederalPayroll ⚠ Coming up
15
Jun
Q2 Estimated Tax (1040-ES)
Federal Self-employed
July2 deadlines
31
Jul
Q2 Sales Tax Filing
StateSales Tax
31
Jul
LLC Annual Statement of Information
Formation California LLCs
September3 deadlines
15
Sep
Q3 Estimated Tax (1040-ES)
Federal Self-employed
15
Sep
Extended S-Corp & Partnership Returns
Federal 1120-S / 1065 extensions
15
Sep
Form 941 — Q3 Payroll Tax
FederalPayroll
October3 deadlines
15
Oct
Extended Individual Returns (1040)
Federal Final deadline, no more extensions
15
Oct
Extended C-Corp Returns (1120)
Federal
31
Oct
Q3 Sales Tax Filing
StateSales Tax
December2 deadlines
15
Dec
Form 941 — Q4 Payroll Tax Deposit
FederalPayroll
31
Dec
Year-End Tax Planning Deadline
Federal Last day for deductions & contributions

Invoices

View and pay your outstanding invoices securely.

Outstanding

#INV-2025
Monthly Bookkeeping — May 2025
$399
Due Jun 1

Paid Invoices

#INV-2024
Monthly Bookkeeping — April 2025
$399
Paid
#INV-2023
2024 Tax Return Preparation
$650
Paid

E-Signatures

Documents waiting for your signature.

Needs Your Signature

2024 Tax Return
Please review before signing
Due: Jun 15, 2025
Action Required

Completed Signatures

Engagement Letter 2025
Signed Jan 5, 2025
Signed

Messages

Direct communication with your accounting team.

Inbox

CA
Catatumbo Accounting
Your April P&L report is ready for review. Please check the Documents tab.
Today, 9:14 AM
CA
Catatumbo Accounting
Your 2024 tax return needs your signature. Please review and sign at your earliest convenience.
May 10, 2:30 PM
CA
Catatumbo Accounting
Q1 2025 Balance Sheet has been uploaded and is available for review.
Apr 30, 11:00 AM

Upload Documents

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Drag & drop files here, or click to browse

Bank statements, receipts, tax docs, contracts — PDF, Excel, JPG, PNG · Max 25MB

Accounting · Payroll · CFO · Formation

Where Precision
Strikes Like
Lightning.

Full-service accounting & advisory for small businesses, startups, restaurants, real estate investors, and freelancers — bilingual EN/ES, all 50 states.

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

Your professional photo will go here.
Replace when ready.

🇻🇪
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. Venezuelan-founded, California-based, serving all 50 states in English and Spanish.

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

Freelancer, restaurant owner, startup founder, or real estate investor — 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.

Six Services.
One Trusted Team.

Click any service to see full details and pricing.

From $199/mo

Bookkeeping

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

See details & pricing
From $300

Accounting & Tax Prep

Tax returns for all entity types, 1099s, sales tax 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 leadership without the full-time cost.

See details & pricing
From $299 + fees

Business Formation

LLC, S-Corp & C-Corp in all 50 states. EIN, Operating Agreement, books setup included.

See details & pricing
From $300

Financial Advisory

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

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

Fully bilingual 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. Upload bank statements, sign documents, track deadlines.

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

— Catatumbo Accounting & Advisory
6Services
50US States
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.

02
Custom Proposal

Clear, itemized proposal with exact services, pricing, and scope. No surprises.

03
Onboarding

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

04
Ongoing Support

Monthly deliverables to your portal plus direct access to your accountant anytime.

Questions We Get
All the Time

Everything you need to know before getting started.

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. 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?
Cash basis records money when it moves — simple for most small businesses. Accrual basis records revenue when earned and expenses when incurred — required for larger companies or investors. We offer both.
What does a Fractional CFO actually do?
A Fractional CFO gives you executive-level financial strategy without a full-time salary. Cash flow planning, budgets, investor preparation — for a fraction of the cost. Ideal for businesses doing $500K–$5M in revenue.
Can you form my LLC in any state?
Yes — we handle LLC, S-Corp, and C-Corp formations in all 50 US states. Service includes state filing, EIN application, Operating Agreement, and registered agent setup.
How does payroll pricing work?
Flat rate $75–$150/mo for up to 5 employees. For larger teams, $12–$20 per employee per month. Both include tax filings, direct deposit, and year-end 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.
How does the Client Portal work?
Every client gets a private portal to view monthly reports, download financials, upload documents directly to your accountant, sign documents electronically, track tax deadlines, and pay invoices. Available 24/7, included in all plans.

Ready to Get Started?
Book Your Free Call Today.

30 minutes. No commitment. In English or Spanish.

Schedule Free Consultation

Flat Monthly Rates.
Zero Surprises.

All plans include 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 Rate)
$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
LLC Formation
$299+fees
Any US state · EIN + Operating Agreement
S-Corp / C-Corp
$499+fees
Any US state · EIN + Bylaws included

Let's Build Your
Financial Foundation

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

info@catatumboaccounting.com
(786) 773-8647
California · Remote · All 50 States · EN & ES
Book a Free Call on Calendly