FAQ

We exclusively work with QuickBooks Online for all our accounting needs. QuickBooks Online is a versatile and user-friendly accounting software that allows us to efficiently manage financial tasks, streamline processes, and provide accurate and timely financial reporting for our clients. Whether it's bookkeeping, financial analysis, or budgeting, we leverage the power of QuickBooks Online to deliver high-quality accounting services tailored to meet your business requirements.

We work with a diverse range of businesses across various industries, including small businesses, startups, entrepreneurs, freelancers, and medium-sized enterprises. Our expertise and services are tailored to meet the unique financial needs of each client, regardless of their industry or size. Whether you are a retail business, service provider, e-commerce company, or professional firm, we have the knowledge and experience to support your financial goals and help your business thrive. Feel free to reach out to us to discuss how we can assist with your specific business needs.

Outsourced accounting services offer numerous benefits to businesses of all sizes. By utilizing outsourced accounting services, you can:

Access Expertise. Outsourced accounting firms typically have a team of experienced professionals with specialized knowledge in accounting and finance. By outsourcing your accounting tasks, you gain access to this expertise without the need to hire and train in-house staff.

Cost-Effective. Outsourcing accounting services can be more cost-effective than hiring a full-time, in-house accountant. You can save on overhead costs, such as salaries, benefits, and training expenses, while still receiving high-quality financial services.

Focus on Core Activities. By outsourcing accounting tasks, you can free up time and resources to focus on core business activities, such as sales, marketing, and business development. This allows you to concentrate on growing your business while leaving the financial responsibilities to the experts.

Scalability. Outsourced accounting services can be scaled up or down based on your business needs. Whether you need assistance during peak seasons, for specific projects, or on an ongoing basis, outsourcing provides the flexibility to adjust services as required.

Enhanced Accuracy and Compliance. Professional accounting firms have the knowledge and tools to ensure accurate financial reporting and compliance with regulatory requirements. By outsourcing your accounting functions, you can reduce the risk of errors and ensure that your financial records are up-to-date and in line with industry standards.

Overall, utilizing outsourced accounting services can help streamline your financial processes, improve accuracy, reduce costs, and allow you to focus on growing your business while leaving the financial management to skilled professionals.

Yes! Our team of experienced tax professionals can assist you with tax preparation, tax planning, compliance, and any other tax-related needs your business may have.

We understand the importance of tax compliance and optimization for your financial well-being, and we are here to help you navigate the complexities of tax regulations and maximize your tax efficiency. Feel free to reach out to us for more information on how we can support your tax requirements.

Our pricing for services are transparent and listed on our website for your convenience. You can find detailed information about our pricing structure, including different service packages and any additional fees, on the Services page of our website. We believe in providing clear and upfront pricing to ensure transparency and help you make informed decisions about the services that best suit your needs. If you have any specific questions about our pricing or need further clarification, please do not hesitate to reach out to our team, and we will be happy to assist you.

Our onboarding process for new clients at Pacioli is designed to be seamless and efficient. Once you decide to work with us, our onboarding process typically involves an initial consultation to understand your business needs, goals, and current financial situation. 

We will gather all necessary documents and information from you, set up secure communication channels, and establish a timeline for the transition. Our team will work closely with you to ensure a smooth onboarding experience, including setting up any necessary software or tools, introducing you to your dedicated account manager, and outlining the next steps in our partnership.

Throughout the onboarding process, we strive to provide clear communication, transparency, and personalized support to ensure that your transition to our accounting services is hassle-free and tailored to your specific requirements.

Yes. In addition to fractional controller services, we offer a range of administrative services to support your business needs. Our services extend beyond fractional controller services to include payroll processing, bill payment management, tax preparation support, and more.

Whether you need assistance with payroll processing to ensure accurate and timely payment to your employees, or help managing and organizing your bills to maintain financial health, our team is here to support you. We provide comprehensive financial and administration solutions to help streamline your operations and improve your overall financial management.

Please reach out to us to discuss your specific needs, and we can tailor a solution that best fits your requirements.

Absolutely! We pride ourselves on offering not just accounting services, but also expert advice, guidance, and consulting to support your business in various financial aspects. Whether you need assistance with tax planning, compliance issues, strategic financial decisions, process implementation, or any other accounting task imaginable, our team of professionals is here to help.

We are committed to providing personalized consulting services tailored to your specific needs and goals. Our experienced consultants can offer strategic insights, best practices, and recommendations to help you make informed decisions and optimize your financial operations. Whether you are a small business, a corporation, or a non-profit organization, we are dedicated to supporting your success through our consulting services.

Feel free to contact us to discuss your consulting needs further, and we will work with you to develop a customized consulting solution that aligns with your business objectives.

We are a 100% remote firm, which means that we can assist clients located in different cities or states within the United States. Our remote setup allows us to work with clients regardless of their geographic location within the U.S., providing our services efficiently and effectively through online communication channels.

Whether you are located in a different city, state, or even region within the United States, our remote capabilities enable us to support you remotely without the need for in-person meetings. We utilize secure communication channels and cloud-based technology to ensure that our services are accessible to clients wherever they may be located within the U.S.

Rest assured that distance is not a barrier when working with us, and we are fully equipped to assist you no matter where you are located within the United States. Please feel free to reach out to us to discuss how we can support your financial needs remotely.

No. We do not offer services to teach clients how to do their own bookkeeping. Our focus is on providing professional bookkeeping services to ensure accuracy, compliance, and efficiency in your financial records.

However, we are more than happy to handle all your bookkeeping needs so that you can focus on other aspects of your business with peace of mind. Our team of experts are dedicated to managing your financial data effectively and providing you with the financial insights you need to make informed decisions. We do offer consultation services that can guide you in the right direction.

If you have any questions about your financial records or would like to learn more about our accounting services, please don't hesitate to reach out. We are here to help you with your financial needs.

Our staff are assigned based on their expertise, availability, and the specific needs of each client. When you onboard with us, we assess your requirements and match you with a bookkeeper who has the skills and experience best suited to handle your unique financial situation.

Our goal is to ensure that you are paired with a bookkeeper who can effectively meet your needs and provide you with the high-quality service you deserve. Rest assured that all our bookkeepers are trained professionals dedicated to delivering accurate and timely bookkeeping services tailored to your business.

If you have any preferences or specific requirements regarding the assignment of a bookkeeper, please feel free to communicate them to us, and we will do our best to accommodate your needs.

No. A Certified Management Accountant (CMA) is primarily responsible for managing and analyzing financial data, internal reporting, and strategic decision-making within an organization. However, the authority to sign off on or officially endorse financial statements typically belongs to a certified public accountant (CPA) or an authorized external auditor, especially for external financial reporting required by law or regulation.

In some cases, a CMA may prepare or review financial statements, but they generally do not have the legal authority to sign or certify them as an external auditor would. The specific responsibilities and signing authority depend on the organization’s policies and the regulatory environment.