Bookkeeper

Transaction categorization. Efficiently categorizing transactions is vital for accurate financial records. We meticulously categorize every transaction, ensuring that your books are organized and up-to-date which provide detailed insights into your financial health and help you make informed decisions.

Payroll processing. Payroll processing demands precision and timeliness to ensure employees are paid correctly and on time. We streamline this process by handling payroll tasks, including calculating wages, deductions, and taxes. If you'd like Pacioli Finance to host your payroll, check out this page.

Sales tax filing. Navigating the complexities of sales tax regulations can be daunting for businesses. We manage your sales tax filing requirements accurately and promptly to avoid penalties and fines.

Month end closing. The month-end closing process is essential for ensuring the accuracy of financial statements and maintaining compliance. We manage the month-end closing process efficiently, reconciling accounts, and adjusting entries.

Financial reporting. Comprehensive financial reporting is crucial for monitoring business performance and making informed decisions. We generate detailed financial reports that provide insights into your company's financial health and plan for the future effectively.

Annual 1099 filing. Filing 1099 forms accurately and on time is crucial for businesses working with independent contractors. We handle the annual 1099 filing process, ensuring compliance with IRS regulations.

• Year-end 1099 tax forms cost $5 per form; we e-file on your behalf to the IRS.

Controller oversight. Having experienced financial professionals oversee your accounting processes is essential for sound financial management. At Pacioli Finance, we provide controller oversight services, offering strategic financial guidance, monitoring internal controls, and ensuring compliance with accounting standards to optimize your financial operations and make informed decisions to drive business growth.