How it works

We evaluate where your business is at
We understand your business and together we structure the changes to take place in your company. We transition to 100% online accounting and filing.
We clean up and update your accounting
We go back to previous months, to reorganize, classify and reconcile.
We take care of your numbers
Everyday, your Due Diligence Team imports, analyzes and classifies your business transactions. If we have questions, we ask!
Profit Advisory
Accounting is not the end goal, we focus on guiding profitable decisions.



Pricing

SERVICES INCLUDED IN THIS TIER:
CFO Services
Back-Office Assistance
Corporate Tax Planning
Bookkeepers Team Meeting
Cloud File Storage (Digital Filing)
Client Relationship Manager
$ PER WEEK

Accounts
1-4

Payroll
Up to 4 Employees

Transactions/Week
49

Bank Sync & Review
Weekly

Bank Rec
Weekly

Reporting
Monthly
ESTIMATED ADD ONS
STARTER $ 449 / Per Week / 1-4 Accounts
SERVICES INCLUDED IN THIS TIER:
Unlimited CFO
Back-Office Assistance
Corporate Tax Planning
Bookkeepers Team Meeting
Cloud File Storage (Digital Filing)
Dedicated Client Relationship Manager
$ PER WEEK

Accounts
Up to 7 Accounts

Payroll
Up to 10 Employees

Transactions/Week
149

Bank Sync & Review
Daily

Bank Rec
Weekly

Reporting
Monthly
ESTIMATED ADD ONS
BUSINESS $ 549 / Per Week / Up to 7 accounts
SERVICES INCLUDED IN THIS TIER:
Unlimited CFO
Back-Office Support
Corporate Tax Planning
Bookkeepers Team Meeting
Cloud Storage (Digital Filing)
Dedicated Client Relationship Manager
$ PER WEEK

Accounts
Up to 10

Payroll
Up to 20 Employees

Transactions/Week
249

Bank Sync & Review
Daily

Bank Rec
Daily

Reporting
Per Request
ESTIMATED ADD ONS
ENTERPRISE $ 749 / Per Week / Up to 10 accounts
SERVICES INCLUDED IN THIS TIER:
Unlimited CFO
Back-Office Support
Corporate Tax Planning
Bookkeepers Team Meeting
Cloud Storage (Digital Filing)
Dedicated Client Relationship Manager
$ PER WEEK

Accounts
Unlimited

Payroll
Unlimited

Transactions/Week
Unlimited

Bank Sync & Review
Daily

Bank Rec
Daily

Reporting
Per Request
ESTIMATED ADD ONS
CUSTOM CUSTOM / Unlimited
For all subscriptions add a $100 USD monthly tech fee. CFO services and corporate tax planning are limited for STARTER subscription. Rates of subscriptions may vary and are presented in our website. We update your subscription plan based on the services required.

Solutions

Includes out-sourced, real-time, online bookkeeping, with an available dedicated accounting team.

Online Accounting
This is where it all begins. Connect your accounts and start reconciling your books in a secure way.

Payroll
We collect and analyze numbers for payroll processing in a safe and accurate manner.

Taxes
We help with tax planning and simplify the tax preparation process.

Dedicated Point Person
When you subscribe, you get a dedicated accountant and manager for your account.

Accounts Payable
We manage suppliers, from collecting bills to paying and filing them electronically.

Invoicing & Payments
We manage clients: we issue invoices, receive payments and digitally file accounting supports.
What Customers Say about Due Diligence




Michael Shore
Sergio Bueno and the Due Diligence team completely transformed the way I run my business. By outsourcing my accounting and office support to them 10 years ago, I now have all my financial information at my fingertips from any smart device. This has allowed me to focus on other aspects of the business and make informed decisions. I highly recommend Due Diligence to any business owner who wears too many hats and wants to take their business to the next level.

Sean Collazos
We’ve been partnering with Due Diligence for over 21 years. Their ongoing support as our financial advisor and accounting partner has been invaluable. We highly recommend Due Diligence to any business seeking reliable financial expertise.

Harold Narváez
COVID-19 presented our company with unprecedented challenges, but with Due Diligence, we secured PPP and EIDL funds to weather the storm and enhance our growth. Now we are always prepared and ready to overcome any obstacle.

Alejandra Márquez
With Due Diligence, we have peace of mind knowing that our tax obligations, due dates, and compliance are taken care of. This allows us to focus on what we do best – running our business.

Elaine & David
Our business has thrived since partnering with Due Diligence as our accounting and profit advisory service 5 years ago. Their expert guidance and support have been key in transforming our operations and leading to a significant increase in revenue. Today, we generate thousands of dollars and couldn’t be happier with the results. Thanks to Due Diligence, we have the financial support and resources we need to continue growing.

Macarena Bravo
Partnering with Due Diligence was an incredible experience for my business. In just three short months, they provided me with a good understanding of my company’s financials – something I never had before. They analyze every income and expense, ensuring that your business is well-protected and poised for growth. I recommend Due Diligence for any business looking to take control of their finances and achieve long-term success.
Our endorsement is more than 20 years of experience.
We wake up every day with the desire to change the world by making companies like yours more efficient and organized.

Our Team


Sergio A. Bueno
Director

Paola A. Arrieta
Director

Karolay Molina
Director Of Operations

Ivanna De La Hoz
Assistant Manager

Katherin Villareal
Account Manager

María de Jesús Celin
Assistant Manager

Maria Claudia Beltran
Content Creator

Laura Jimenez
Assistant Manager



Frequently asked questions

Due Diligence is an accounting and profit advisory solution for small and medium-sized businesses. When you subscribe, you get a whole team of professionals available so that you can concentrate on what matters most: your business. We go beyond the numbers, interpret the figures, and provide advice on decisions for the growth of your business. Subscribe and… Consider it Done!
Every business is different. The subscription depends on the level of activity of the company and the added value that we can bring. We take the time to understand how your business currently operates, create a plan, set goals, and determine a strategy to execute. What you can be sure of is that our cost is a fraction of the savings you will obtain.
A profit advisor provides guidance and advice to clients regarding the management of their finances and the maximization of their earnings. Starting from your current financial situation, we help you establish a plan that seeks to generate income and increase your wealth through various financial strategies.
Our clients do not need to be in the US to subscribe to our services, we attend clients in the US whose partners are abroad. In the same way, we attend clients abroad with partners in the US.
Cloud accounting and filing” is a new way to keep books and financial information, allowing 24/7 access from any mobile device. By connecting bank accounts, credit cards, financial obligations, payment processors, and expense accounts, we automatically and in real-time handle your accounting and corresponding advisory services. This saves you time that you can use to focus on managing your business (your genius zone).