About Conecta Us
Our Mission
To provide efficient, tailored accounting solutions for small businesses through bilingual virtual assistants and smart organizational tools—ensuring accuracy, peace of mind, and sustainable growth. We pledge to be our clients’ most reliable partner, eliminating financial stress and streamlining processes with transparency and excellence.
Our Vision
To become the leading accounting partner for entrepreneurs and small businesses globally, recognized for our innovative virtual services, bilingual human-centric support, and ability to transform financial management into a seamless, organized, and worry-free experience.
Our services
Bank Reconciliation
Bank Reconciliation
Bank Reconciliation
What it is:
The process of matching your company’s financial records (like accounting books) with your bank statements to ensure they align.
Why it matters for small businesses:
- Avoid errors: Catches discrepancies (e.g., missing transactions, double charges).
- Fraud detection: Flags unauthorized withdrawals early.
- Tax-ready: Keeps records acc
What it is:
The process of matching your company’s financial records (like accounting books) with your bank statements to ensure they align.
Why it matters for small businesses:
- Avoid errors: Catches discrepancies (e.g., missing transactions, double charges).
- Fraud detection: Flags unauthorized withdrawals early.
- Tax-ready: Keeps records accurate for tax season.
- Peace of mind: No surprises when checking cash flow.
How we do it:
Our bilingual assistants verify every transaction, resolve mismatches, and provide monthly reports in simple terms.
Invoice Tracking
Bank Reconciliation
Bank Reconciliation
What it is:
Monitoring unpaid/pending invoices to ensure timely payments and organized cash flow.
Why it matters for small businesses:
- Stop revenue leaks: Remind clients politely to pay on time.
- Save hours: No more manual follow-ups or spreadsheets.
- Forecast better: Know exactly what income to expect.
How we do it:
Automated reminders + a da
What it is:
Monitoring unpaid/pending invoices to ensure timely payments and organized cash flow.
Why it matters for small businesses:
- Stop revenue leaks: Remind clients politely to pay on time.
- Save hours: No more manual follow-ups or spreadsheets.
- Forecast better: Know exactly what income to expect.
How we do it:
Automated reminders + a dashboard showing invoice statuses (paid, overdue, upcoming).
Bilingual Virtual Assistants
Monthly Profit and Loss (P&L) Statements
Monthly Profit and Loss (P&L) Statements
What it is:
English-Spanish accounting experts who handle your books, communications, and financial tasks remotely.
Why it matters for small businesses:
- No language barriers: Serve Spanish-speaking clients or vendors seamlessly.
- Time savings: They handle calls, emails, and paperwork so you don’t have to.
- Cultural fit: Understand nuances in L
What it is:
English-Spanish accounting experts who handle your books, communications, and financial tasks remotely.
Why it matters for small businesses:
- No language barriers: Serve Spanish-speaking clients or vendors seamlessly.
- Time savings: They handle calls, emails, and paperwork so you don’t have to.
- Cultural fit: Understand nuances in Latin American/US business practices.
How we do it:
Assign a dedicated assistant trained in accounting + customer service, available during your time zone.
Monthly Profit and Loss (P&L) Statements
Monthly Profit and Loss (P&L) Statements
Monthly Profit and Loss (P&L) Statements
What it is:
A report summarizing your revenues, costs, and expenses over a month to show net profit/loss.
Why it matters for small businesses:
- Track growth: Spot trends (e.g., rising costs, best-selling products).
- Make decisions: Adjust pricing, cut unnecessary expenses.
- Investor-ready: Proof of financial health for loans/partners.
How we do
What it is:
A report summarizing your revenues, costs, and expenses over a month to show net profit/loss.
Why it matters for small businesses:
- Track growth: Spot trends (e.g., rising costs, best-selling products).
- Make decisions: Adjust pricing, cut unnecessary expenses.
- Investor-ready: Proof of financial health for loans/partners.
How we do it:
We categorize every transaction, highlight key insights, and explain results in a 1-page snapshot.
