Accounting and financial consulting
General accounting, financial statements, tax planning, internal reviews and financial decision support.
Ask about this service ACCOUNTING · TAX · FINANCE
Financial clarity.
Decisions that move you forward.
Personalized accounting, tax and financial guidance for individuals, entrepreneurs and businesses. Turn numbers into opportunities.
20+years of experience
15specialized workshops
1:1personal guidance
ANA GLORIA PINEDA YESCASCONTADOR PÚBLICO · IPN
✦
Your financial peace of mind begins with a conversation.
✦SPECIALIZED SERVICES
Solutions for every stage of growth.
From tax compliance to business financial strategy, tailored professional guidance.
Payroll administration
Payroll processing, employee benefits, electronic payslips, settlements and compliance with IMSS, SAT and INFONAVIT.
Ask about this serviceREPSE, ICSOE and SISUB
REPSE registrations and renewals, FONACOT procedures, compliance certificates and quarterly reporting.
Ask about this serviceStrategic tax planning
Guidance on tax duties, retirement, wealth, investments and compliance for businesses and individuals.
Ask about this servicePersonal and small-business finance
Budgets, savings, emergency funds, cash flow, financial instruments and business planning.
Ask about this serviceFinancial protection and insurance
Risk assessment and protection options for health, accidents, assets, business continuity and key people.
Ask about this serviceWorkshops and training
Practical training on fiscal controls, SAT, CFDI, taxes, deductions and business finance.
Ask about this serviceCorporate administration
Consulting on treasury, budgets, business processes, organizational development and financial controls.
Ask about this service
20+years of experience
MEET YOUR CONSULTANT
Experience that inspires confidence. Personalized attention that matters.
Ana Gloria Pineda Yescas is a certified public accountant who studied at Mexico’s National Polytechnic Institute (IPN), with more than 20 years of experience. Her career spans accounting, corporate finance, payroll, auditing, construction, banking and financial education.
She is an insurance agent holding a category B license, conducts personal-finance workshops and advises on tax compliance, business administration and financial-risk prevention.
- ✓Public accountant · IPN
- ✓Over 20 years of experience
- ✓Insurance agent · Category B license
- ✓Corporate and business experience
Specialized experience
Accounting and administration
Experience in nonprofit organizations, telecommunications, automotive businesses and banking; accounts payable and receivable, cash management, payroll, human resources, internal audits and treasury. Accounting controls and support for IFRS, internal policies and ISO 9001-related processes.
Corporate finance and management
Company incorporation and dissolution, registrations with SRE, SAT and IMSS, notarial procedures, treasury, budgets, payroll, corporate finance and organizational development.
Construction industry and compliance
Obligations concerning ICSOE, SISUB, IMSS, INFONAVIT and REPSE; audit support, government tenders, and performance, advance payment and latent defect bonds.
Personal finance and protection
Workshops on healthy financial habits, emergency funds, savings, investment instruments and retirement planning. Guidance on financial risks involving death, illness, disability, accidents, property damage, employment exposure and business continuity.
LEARN AND GROW
Workshops that turn knowledge into action.
15 training programs from the professional catalog, covering SAT, financial planning, and taxation.
01TAX / SAT
Using the SAT online platform
Learn to use the Mexican tax authority website for essential procedures.
Topics +
Tax returns; electronic invoicing; tax registration; refunds; tax inbox; online accounts.
02TAX / SAT
CFDI electronic invoices 4.0
Understand electronic invoices and learn how to issue them.
Topics +
Invoice types; payment complements; waybill; retrieval; practical exercises.
03TAX / SAT
How taxes work
Learn how major Mexican taxes are calculated and reported.
Topics +
Provisional payments; VAT; income tax; excise tax; practical exercises.
04TAX / SAT
Economic activities and tax regimes
Understand the difference between an economic activity and a tax regime.
Topics +
Individuals and companies; taxpayer registration; obligations; tax regimes.
05TAX / SAT
SAT identification and registration
Learn registration and identity-related processes with SAT.
Topics +
Registration; CURP; CIEC; e-signature; appointments; procedures.
06BUSINESS
IMSS registration and reporting
Learn employer procedures using the social security portal.
Topics +
Employer registration; personnel movements; contributions; SUA; SIROC; ICSOE.
07FINANCE
Finance, budgeting, investing and saving
Develop personal and business money-management skills.
Topics +
Financial fundamentals; spending; budgets; savings; investments; Mexican financial system.
08FINANCE
Financial planning for small businesses
Build financial stability for new and existing enterprises.
Topics +
Business plans; cash flow; budgets; monitoring; corrective action.
09TAX / SAT
Authorized tax deductions
Understand which expenses and investments may be deducted.
Topics +
Deductible expenses; invoice requirements; business investments; provisional taxes.
10TAX / SAT
Personal tax deductions
Explore eligible personal deductions and supporting requirements.
Topics +
Tuition; tax benefits; limits; documentation; invoices.
11TAX / SAT
Annual income tax returns for individuals
Learn the individual annual income-tax filing process.
Topics +
Taxable income; employment; reimbursements; loans; annual income tax calculation.
12BUSINESS
Specialized services and construction work
Review legal obligations for specialized service providers.
Topics +
Legal framework; REPSE; SISUB; ICSOE; reports; accounting and payroll.
13FINANCE
Financial instruments
Understand financial products and applicable regulations.
Topics +
Debt and equity funds; interest; dividends; income tax; exercises.
14TAX / SAT
RESICO for individuals
Learn the simplified tax regime for individuals.
Topics +
Eligibility; legal framework; invoicing; VAT and income tax returns; annual calculation.
15TAX / SAT
RESICO for corporations
Understand compliance requirements for companies in RESICO.
Topics +
Eligibility; benefits; deductions; investment; tax losses; provisional returns.
✦ Customized training for work teams and women entrepreneurs is also available.
PROFESSIONAL PRESENTATION
Explore all services by C.P. Ana Pineda.
View the original presentation directly on Google Drive. Her professional background and complete workshop catalog are also available throughout this website.
View presentation on Google Drive ↗20+Years of professional experience
Accounting · Taxes · Payroll · REPSE · Finance · Training
FINANCIAL EDUCATION
Let’s talk about money, clearly.
Creator of “AlShile con las finanzas” and “AlShile Alshile: pláticas incómodas para vivir feliz”.
FREQUENTLY ASKED QUESTIONS
Clear answers to get started.
Who can use these services?+
Individuals, entrepreneurs, small businesses and organizations seeking accounting, tax, financial or training support.
Can I book a personalized consultation?+
Yes. Describe your needs via WhatsApp, phone or email to discuss the consultation scope.
Are corporate workshops available?+
Yes. The catalog includes 15 workshops plus team and women-entrepreneurship training.
Which REPSE procedures are covered?+
Registration, renewals, STPS follow-up, compliance opinions, ICSOE, SISUB and quarterly reports, where applicable.
How is sensitive financial information handled?+
The professional presentation describes client files, confidentiality agreements and privacy notices. Request the applicable documents before sharing sensitive data.
Where are services delivered?+
Please contact the consultant to confirm delivery mode, coverage and availability. No public office address was provided.
LET’S TALK ABOUT YOUR GOALS
Your next financial step starts here.
Tell us what you need and create a direct WhatsApp message. You can also call or email.
Service location: please inquire directly · No physical office address has been provided for publication.