Empowering Latino Entrepreneurs & Families
OUR MISSION
At Latino Financial Management, we go beyond numbers—we help Latino entrepreneurs and families take control of their finances with confidence. Through modern bookkeeping, financial management, and strategic planning, we empower our comunidad to build wealth, grow businesses, and secure a strong financial future.
WORK WITH US
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💼 Esencial – Simple, No-Fuss Bookkeeping
For solopreneurs, freelancers, and small businesses needing affordable, streamlined bookkeeping without the hassle.
Best for: Sole proprietors & LLCs with up to 50 monthly transactions and 2 bank accounts.
What’s Included:
• Monthly Income & Expense Categorization
• Monthly Bank Reconciliation (up to 2 accounts)
• P&L/Balance Sheet Reports – Delivered by the 20th
• Unlimited Email Support
• CPA Collaboration for Tax Preparation💰 Starting at $350/month
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📈 Avanzado – Enhanced Bookkeeping with Vendor & Customer Invoicing
For small businesses needing more financial support beyond basic bookkeeping, including invoicing & vendor payments.
Best for: Growing businesses with higher transaction volumes & basic accounts payable/receivable needs.
What’s Included:
• Everything in Esencial, plus:
• Bank Reconciliation (up to 2 accounts, 100 transactions total)
• Processing Up to 50 Vendor Invoices per Month
• Preparing Up to 50 Customer Invoices per Month
• P&L/Balance Sheet Reports – Delivered by the 15th
• Quarterly Strategy Check-In via Email💰 Starting at $500/month
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🚀 Crecimiento – Full-Service Bookkeeping & Financial Support
For businesses that need deeper insights, financial clarity, and cash flow management to scale smartly.
Best for: LLCs, S Corps & Corporations with higher transaction volumes and financial strategy needs.
What’s Included:
• Everything in Avanzado, plus:
• Bank Reconciliation (up to 3 accounts, 200 transactions total)
• Credit Card Reconciliation (up to 2 business cards)
• Processing Up to 100 Vendor Invoices per Month
• Preparing Up to 100 Customer Invoices per Month
• CFO Dashboard & Financial Reports – Delivered by the 15th
• Annual 1099-NEC Filings
• Quarterly Strategy Calls
• Payroll Processing for S Corps
• Cash Flow & Budgeting Assistance
• Xero or QuickBooks Online Subscription Included💰 Starting at $700/month
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💰 Empresarial – Corporate-Level Bookkeeping & Financial Management
For businesses that need comprehensive financial support, bill pay, and in-depth financial tracking.
Best for: Businesses with 300+ monthly transactions and complex financial needs.
What’s Included:
• Everything in Crecimiento, plus:
• Bill Pay for All Business Expenses
• Reconciliation for Up to 3 Bank & 2 Credit Card Accounts
• Processing Up to 200 Vendor & Customer Invoices per Month
• Advanced Financial Strategy & Reporting
• Dedicated Support for Financial & Tax Planning💰 Starting at $1,500/month
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📊 Recuperación – Catch-Up & Cleanup Services
Fallen behind on your bookkeeping? We’ll get you back on track and tax-ready.
Best for: Businesses with missing, outdated, or messy records.
• Historical Bookkeeping Cleanup
• Financial Organization & Tax Prep Readiness
• Custom Cleanup Plan Based on Business Needs💰 Pricing based on scope – contact us for a custom quote
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Additional Services & Add-Ons
Need more? Add these services to any package!
Payroll Processing
1-10 employees → $200/month
11-20 employees → $300/month
21-25 employees → $400/month
26-40 employees → $550/month
Payroll Setup → $250 one-timeQuickBooks Setup → $250 (includes Chart of Accounts, Vendor & Client Setup, Invoice Customization)
1099 Form Filing → $15 per form
W-2 Form Filing → $10 per form
QuickBooks Subscriptions Available (starting at $35/month)
New Business Start-Up Assistance – Contact us for pricing.
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Mujeres & Dinero – 30-Minute Financial Power Session
Mujeres & Dinero – 30-Minute Financial Power Session
Helping Latina Entrepreneurs & Families Take Control of Their Finances
This one-on-one, 30-minute session is designed to give you clarity, confidence, and a plan to take control of your personal or business finances. Whether you’re looking to organize your bookkeeping, improve cash flow, budget smarter, or set financial goals, this session is the perfect starting point!
📅 Session Breakdown – What We’ll Cover in 30 Minutes
🔹 5 Minutes – Understanding Your Goals
→ Tell me about your business or household finances! What’s your biggest financial challenge right now?🔹 10 Minutes – Financial Health Check
→ Quick assessment of your income, expenses, and cash flow.
→ Identify areas for improvement (bookkeeping, budgeting, pricing, debt, or savings).🔹 10 Minutes – Strategy & Next Steps
→ Personalized action plan: What’s the best next step for you?
→ Tips for optimizing your cash flow, improving financial organization, or setting up bookkeeping systems.🔹 5 Minutes – Q&A & Resources
→ Get answers to your most pressing financial questions.
→ Receive custom recommendations and next steps tailored to your needs.📅 Book Now & Take Charge of Your Finances! 💬💜
Why We Exist
Latino-owned businesses are growing at a record pace, yet many struggle with financial management due to lack of resources, guidance, and accessible financial education.
We created Latino Financial Management to bridge that gap—bringing culturally relevant, easy-to-understand financial services to our comunidad. Whether you’re an entrepreneur looking to scale your business, a freelancer managing your own books, or a family working toward financial stability, we’re here to simplify your finances and set you up for success.
Our Team
Cristian Gallegos, EAAdmitted to Practice Before the IRS
Latino Financial Management – Inquiry Form
We’re excited to connect with you and learn more about your business or personal financial goals! Take a moment to fill out this quick form so we can make the most of our discovery call.
Once you hit "Submit," you’ll be able to choose a time that works best for your schedule.
FAQs
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We specialize in bookkeeping, payroll processing, financial strategy, and budgeting for both businesses and families. Our services include:
Monthly Bookkeeping
Catch-Up & Cleanup Bookkeeping
Payroll Processing
Financial Strategy & Budgeting
Business Cash Flow Management
Personal Finance & Family BudgetingCheck out our Work With Us for a full breakdown of our offerings!
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We do not file income tax returns, but we work closely with your CPA to keep your books tax-ready. If you need a tax preparer, we have great referrals!
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We offer four bookkeeping plans to fit different business needs. During our free discovery call, we’ll assess your financial situation and recommend the best option.
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Bookkeeping keeps your business financially organized, tax-ready, and profitable. It helps you track income, expenses, and cash flow, so you can make informed financial decisions without the stress.
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Our bookkeeping services typically include:
Income & Expense Categorization
Bank & Credit Card Reconciliation
Profit & Loss & Balance Sheet Reports
Accounts Payable & Receivable Management (in select plans)
Payroll Processing (available as an add-on)
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Absolutely! Our Catch-Up & Cleanup Services help organize months (or even years) of messy financial records, so your business is up to date and tax-ready.
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We primarily use QuickBooks Online and Xero. If you’re not using accounting software yet, we can help set it up for you!
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Yes! While our mission is to empower Latino entrepreneurs and families, we welcome all business owners who need financial clarity and support.
CLIENT SUCCESS STORIES