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A team dedicated to your success.
Governed by numbers. Directed by strategy.
Whether you need assistance in ensuring that your financial records are accurate, up-to-date, and prepared for informed decision-making, or a more extensive package encompassing payroll, tax services, and consultancy, we offer tailored solutions to suit your needs. Our aim is to empower you to effectively manage your business and make well-informed choices.
Your financial partner.
Our packaged system offers a range of financial services designed to empower businesses on their journey to financial prosperity. You can access these essential financial services in one convenient and cost-effective solution. Say goodbye to piecemeal services and hello to a holistic approach to financial well-being. These services are run on a flat-rate recurring, monthly basis.
Pacioli Finance supports QuickBooks Online accounting software and serves a subscription based model. All of our financial packages run either cash or accural basis, based on your reporting needs, and include your monthly QuickBooks Online subscription cost*.
All new financial engagements include a one-time onboarding fee of $300.
Day-to-day
- Transaction categorization.
- Sales tax filing.
- Month end closing.
- Financial reporting.
- Annual 1099 filing.**
Analytics
Prior tier included, plus:
- Invoicing & collections.***
- Bills & payments.***
- Inventory management.
- Financial statement analysis.
Financial
Prior tiers included, plus:
- Budgets & forecasts.
- Tax strategy and support.
- Federal, state, & local compliance.
- Financial grant assistance.
Your solution for spotless financial records.
Our bulk system offers a price tiered service designed to restore order and clarity to your financial records, leaving behind a trail of clean, organized, and tax-ready books. This service is best for businesses with low activity who has a one-time or annual need.
Regain confidence in your financial data and make informed decisions with ease.
Whether you're facing a backlog of transactions, messy accounts, or reconciliation challenges, our team is here to roll up our sleeves and declutter your books with precision and expertise.
Reconcile accounts.
Detect and correct errors.
Organize your financial data.
Your tax & strategy partner.
Our tax preparation service offers tailored preparation to ensure compliance and minimize tax liabilities. Affordable pricing for all tax preparation and filing needs at your fingertips. Download our TaxesToGo® app.
$1300/return
$800/return
$350/return
+ $250/sch c
$1,400/return
$2,200/return
$1,700/return
*All other QuickBooks Online subscriptions are not included and are purchased at client's discretion. Restrictions apply on company hosting a QuickBooks Online subscription under the Small Business Program. For more information, contact info@paciolifinance.com.**No charge for the first ten (10) 1099 returns; then $10/return of 11+ returns.***Credit card processing fees vary by how the payment is taken, with swipe fees at (2.5%) and online invoiced payments at (2.99%), and keyed-in cards at (3.5%). ***No cost for the first 5 per month (basic plan) with a $0.50 fee for each additional payment, while check payments cost $1.50 per transaction.
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