What HEZA Consultoria Integral does

HEZA Consultoría Integral, S.C. is a privately held Mexican professional services firm headquartered in Guadalajara, Jalisco, with a secondary office in Puerto Vallarta. Founded approximately 30+ years ago, the firm delivers an integrated suite of advisory services — business diagnostics, VAT (IVA) recovery, tax advisory, accounting, corporate finance, corporate legal, labor and social security, and payroll processing — primarily to small and medium-sized enterprises (PyME) and family-owned businesses across Mexico. The firm serves clients in agribusiness, construction, manufacturing, commerce, and services, with cumulative engagement of more than 500 companies.

The firm differentiates through Método HEZA, a proprietary five-step methodology (Diagnose, Organize, Interpret, Accompany, Improve) that structures deliverables into recurring monthly artifacts: financial statements with executive analysis, regulatory compliance reports, tax filing files with documentary evidence, results reports with indicators and risks, meeting minutes, and consultation logs. CEDET (Centro de Educación y Desarrollo Empresarial y Tecnológico) operates as a sub-brand extending the firm into training, workshops, and executive education. Service delivery is human-led, using conventional accounting and tax tooling rather than a proprietary technology platform or AI-driven systems.

HEZA's commercial model is project-based and retainer-style professional services pricing, customized to client complexity and scope, with multi-year contracts and no publicly disclosed rates. The go-to-market is sales-led with a consultative diagnostic entry point; lead generation runs through the website contact form, direct phone, and content marketing across LinkedIn, Facebook, Instagram, YouTube, and a fiscal/business news publication. The firm employs 120+ professionals across two Jalisco offices and offers remote service delivery for clients outside the region.

Name

HEZA Consultoria Integral

Legal name

HEZA Consultoría Integral, S.C.

Website

https://heza.com.mx

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

51–100 employees

Short description

HEZA Consultoría Integral is a Guadalajara-based Mexican professional services firm delivering integrated fiscal, accounting, corporate finance, legal, labor, and payroll advisory to SMEs and family businesses across Mexico, structured around its proprietary Método HEZA five-step methodology.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Tax advisory services
• Accounting services
• Corporate finance consulting
• Payroll processing services
• VAT recovery services

Headquarters

HQ city

Guadalajara

HQ country

Mexico

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Consulting Services: Advisory services in fiscal, accounting, financial, and labor matters for SMEs. Revenue is generated through project-based engagements and ongoing retainer arrangements. Pricing varies based on complexity, operational volume, and level of accompaniment required.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

HEZA Consultoría Integral is a Mexican professional services firm delivering integrated fiscal, accounting, financial, corporate-legal, labor/social security, and payroll advisory services to small and medium enterprises (PyME) and family businesses. The firm operates through a proprietary five-step methodology (Diagnóstico, Ordenamos, Interpretamos, Acompañamos, Mejoramos) and supports clients from offices in Guadalajara and Puerto Vallarta with national remote coverage. Core deliverables include monthly financial statements with executive analysis, regulatory compliance reports, tax filing files with documentary evidence, and results reports with indicators, risks, recommendations, and pending items.

Product overview

HEZA Consultoría Integral is a consulting firm offering an integrated portfolio of advisory services rather than a software product platform. The core offering consists of eight service lines: Diagnóstico empresarial (business diagnosis), Devoluciones de IVA (VAT returns), Asesoría fiscal (tax advisory), Contabilidad (accounting), Finanzas corporativas (corporate finance), Legal-corporativo (corporate legal), Laboral y seguro social (labor and social security), and Maquila de nómina (payroll processing). These services are supported by CEDET, the firm's education and development center, and the Método HEZA proprietary five-step methodology (Diagnóstico, Ordenamos, Interpretamos, Acompañamos, Mejoramos). Services are designed for PyME (small and medium enterprises) in sectors including agroindustry, construction, manufacturing, commerce, and services, with operations in Guadalajara and Puerto Vallarta.

Differentiator

Problem solved

Functional benefit

Brands

• CEDET: Centro de Educación y Desarrollo Empresarial y Tecnológico - the company's educational and business development center focused on training in accounting, fiscal, administrative, and business areas.

Products and services

• Diagnóstico empresarial A comprehensive business diagnostic service that reviews fiscal, accounting, labor, financial, and key process situations to identify risks, control gaps, and improvement opportunities. It serves as the starting point for companies needing to professionalize their administration and is offered as an entry engagement for prospective clients.
• Devoluciones de IVA VAT return recovery service that analyzes the validity of favorable balances, reviews declarations, CFDI, payments, and documentary evidence to prepare electronic files and accompany procedures with Mexican tax authorities.
• Asesoría fiscal Tax advisory service providing technical criteria for decision-making with reduced risk and greater clarity. It accompanies businesses in compliance, operation review, preventive planning, and risk analysis.
• Contabilidad Accounting service that designs, supervises, or operates accounting processes with a focus on quality, timeliness, reconciliation, compliance, and utility for management. It converts accounting records into information useful for direction and business control.
• Finanzas corporativas Corporate finance service that models scenarios, budgets, projections, indicators, financial structure, and analysis for conversations with partners, banks, or the board. It converts accounting information into executive language for growth, cash flow, and profitability strategy.
• Legal-corporativo Corporate legal service that protects the legal structure of companies to prevent risks, providing counsel on corporate governance and legal compliance matters.
• Laboral y seguro social Labor and social security advisory service maintaining order in labor obligations, IMSS, and INFONAVIT requirements, reviewing incidents, support, and compliance to reduce contingencies.
• Maquila de nómina Payroll processing service ensuring precise and timely payroll with reduced operational burden, handling the complete payroll cycle including calculations and compliance.
• CEDET (Centro de Educación y Desarrollo Empresarial y Tecnológico) Education and business-technological development center that delivers business formation, professional updating, and enterprise and technological development programs, including in-person workshops and digital learning paths for accounting, fiscal, administrative, and business areas.
• Método HEZA A proprietary five-step methodology (Diagnóstico, Ordenamos, Interpretamos, Acompañamos, Mejoramos) that accompanies business decisions by reviewing information, organizing evidence, interpreting risks, and supporting execution across HEZA's service lines.

Quantifiable outcome

• 500+ companies accompanied with fiscal, accounting, financial, and labor advisory services
• +1 more outcomes

Named customers1 record

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Grant Thornton México: Mexican member of Grant Thornton International. Provides audit, tax, and advisory services to mid-market Mexican clients across sectors, with a service breadth closely aligned to HEZA's integrated SME offering.
• Mazars México: Mexican member of Mazars' international accounting and consulting network. Provides audit, tax, advisory, and consulting to mid-market and SME clients — comparable in service breadth to HEZA's tax/accounting/legal/labor bundled offering.
• Baker Tilly México: Mexican member of Baker Tilly International's mid-tier accounting network. Provides audit, tax, advisory, and consulting to mid-market and SME clients — closely aligned with HEZA's multi-disciplinary SME advisory model but at significantly larger scale.
• EY México (Ernst & Young): Big Four member in Mexico. Provides tax, audit, and advisory services to large and mid-market clients, with the same fundamental tax and compliance advisory practice area as HEZA but at materially larger scale.
• RSM México: Mexican arm of RSM International's mid-tier accounting network. Provides audit, tax, and consulting to mid-market and SME Mexican clients, mirroring HEZA's multi-disciplinary service mix and SME/mid-market focus.
• KPMG México: Big Four member in Mexico. Operates in the same tax, audit, and advisory space as HEZA but targets significantly larger enterprise clients, providing an upper-bound reference point for service line coverage.
• Crowe México: Mexican member of Crowe Global's top-10 accounting network. Delivers audit, tax, advisory, and risk consulting to mid-market Mexican companies across multiple sectors — comparable multi-vertical, multi-service positioning.
• BDO México (Castillo Miranda y Asociados): Mexican member of BDO Global's mid-tier accounting network. Offers audit, tax, advisory, and business consulting to mid-market Mexican companies, directly overlapping with HEZA's tax, accounting, and corporate advisory service lines.

Emerging players

• Contpaqi (Microsip): Mexican SME-focused accounting, tax, payroll, and invoicing software suite owned by Microsip. Competes with HEZA on the technology dimension — automating portions of the bookkeeping, tax compliance, and payroll work that HEZA delivers as professional services.

Direct peers

• Chevez, Ruiz, Zamarripa, S.C. One of Mexico's leading tax and advisory firms, providing comprehensive tax, legal, transfer pricing, and advisory services to corporate clients. Operates in the same Mexican fiscal/tax advisory category as HEZA with overlapping tax, accounting, and consulting service lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCwFvryoTPGgpO-1CPCIgcqA
• Facebookfacebook.com/hezaconsultoriaintegral
• LinkedInlinkedin.com/company/heza-consultoria-integral-sc
• Instagraminstagram.com/heza_consultoria?igsh=ZXd4d2o5bjFrampl
• Xx.com/HEZAConsultoria

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HEZA Consultoria Integral