FAQ

What kind of accounting software do you work with?

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.

What kind of businesses do you work with?

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.

Why should I use outsourced accounting services?

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.

Do you offer tax services?

We do not offer tax services directly. However, we have partnerships with reputable firms that specialize in tax services. If you require assistance with your taxes, we can connect you with one of our trusted partners who can help you with your tax needs.

How much does your service cost?

Our pricing for fractional controller services can vary depending on the specific needs of your business, the complexity of the financial tasks involved, and the level of support required. We offer customized solutions tailored to each client's unique requirements. We are proud to offer flat-rate affordable fees for our services. For detailed pricing information and to discuss your specific needs, please contact us directly so that we can provide you with a personalized quote

What does onboarding look like?

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

Can you help with other things besides fractional controller services, like payroll or bills?

Yes, in addition to fractional controller services, we offer a range of financial services to support your business needs. Our services extend beyond fractional controller services to include payroll processing, bill payment management, financial reporting, budgeting, 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 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.

Will you be able to give me advice, guidance, or consulting?

Yes, we offer advisory, guidance, and consulting services as part of our comprehensive financial solutions. Our team of experienced professionals is here to provide you with expert advice and strategic guidance to help you make informed financial decisions and optimize your business operations.

Our consulting services are particularly targeted towards QuickBooks Online training. Whether you need assistance in setting up QuickBooks Online, optimizing its use for your business, or training your team on how to effectively utilize the platform, we are here to help. We take a proactive approach to understanding your business goals and challenges, providing tailored QuickBooks Online training and support to help you streamline your financial processes.

Please reach out to us to discuss your specific needs, and we can work together to provide you with the advisory and consulting services that best suit your requirements.

What if I'm in a different city or state?

No problem at all! We are a 100% remote firm, which means that we can assist clients located in different cities or states within the United States seamlessly. 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.

Will you teach me how to do my own bookkeeping?

Unfortunately, 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 is dedicated to managing your financial data effectively and providing you with the financial insights you need to make informed decisions.

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

How do bookkeepers get assigned?

At Pacioli, 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.

Can you sign off on our financial statements?

Unfortunately, we are unable to sign off on financial statements. As a fractional controller firm, our role is to assist in providing high-level financial expertise, strategic guidance, and oversight of your company's financial operations. While we can help in preparing detailed financial reports and analyses, signing off on financial statements typically requires a certified public accountant (CPA) or a licensed auditor.

If you require financial statements to be signed off for regulatory or compliance purposes, we can recommend trusted CPAs or auditors who can assist you with this specific need. Our team is here to support you in preparing your financial data and collaborating with external professionals to ensure that your financial statements meet the necessary requirements.

Please feel free to reach out to us if you need assistance in connecting with a CPA or auditor for the signing off of your financial statements.