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Comprehensive Accounting Solutions for SMBs
Pacioli Finance delivers expert financial stewardship across the United States, combining accuracy, compliance, and strategic insight.
We cover core accounting, payroll, and tax & compliance functions to help small to medium-sized businesses optimize cash flow, reduce risk, and scale efficiently.
Our services are designed to be flexible, scalable, and outsourced to fit diverse industries and business sizes.
Why Choose Pacioli as Your Accounting Department?
Have a team
Being responsive is a crucial aspect of team dynamics to guarantee the timely capture of up-to-date and pertinent information.
Have processes
We work systematically and use proven internal processes to ensure that your accounting department is all that it can be.
Grow your business
With reliable financial data, you'll be able to use your statements towards loan applications, taxes filing, and forward-thinking financial decisions.
Be IRS compliant
We'll track and maintain all required information to keep your business compliant with the IRS for federal forms and audits.
Get Full-Service Solutions with Pacioli
Accounting Services
Supports day-to-day operational accounting activities, including AR and AP.
Trusted accounting services
Outsourced CFO and financial leadership
Real-time financial insights you can act on
Seamless collaboration with your leadership team
Payroll Processing
Processes timely operational payroll activities, including reduced risk, improved accuracy, and reliable data.
Cost-efficient outsourced payroll.
Timely & compliant payroll processing.
Scalable payroll with real-time reporting.
Tax & Compliance
Ensures federal, state, and local regulatory adherence, accurate filings, and proactive risk management.
Federal, state, and local tax preparation and filing
Multi-state tax compliance
Business entity formation & registrations
Tax planning & strategy
Internal Auditing
Focuses on risk reduction, cost savings, and improved financial reliability.
Core control environment and governance
Preventive and detective control
Process-level internal audits
Collaborative external-audit approach
Clean-Up Bookkeeping Services
Restore accuracy, clarity, and confidence to your financials with expert clean-up bookkeeping.
Our team audits, reconciles, and rebuilds your books so you can run your business with reliable numbers and real-time visibility.
Core Services
Chart of accounts clean-up and reorganization
Bank, credit card, and cash reconciliations
Accounts payable and accounts receivable cleanup
Clean-up of intercompany accounts and eliminations
Fixed assets reconciliation and depreciation corrections
Payroll and payroll tax data harmonization
Journal entry correction and backdated adjustment entries
Process and Approach
Discovery and data collection: gather historical books, charts of accounts, reconciliations, and trial balances
Reconciliation sprint: methodical reconciliation of all GL accounts, backups, and source documents
Corrective entries: apply accurate, well-documented journal entries
Quality review and sign-off: final pre-close review with a detailed findings report
Deliverables
Reconciled historical and current period GL
Updated chart of accounts and cost centers (if needed)
Cleaned AP/AR, vendor/customer data, and master data
Reconciled bank statements and cash positions
Monthly closing package with supported journal entries
Error-free, auditable financial statements
Typical Timeline
Typical engagement duration: 4–8 weeks for a full clean-up (vary by volume)
Interim milestones: data collection, first-pass reconciliations, remediation, final sign-off
Service Level Agreement (SLA) options: ongoing monthly clean-ups or quarterly re-clean to maintain accuracy
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