Accounting
With Managed, our team performs the recurring work from incoming information through a completed monthly close.
- Transaction organization and recording
- Reconciliations and difference resolution
- Monthly close and financial statements
SERVICES
One team to keep your accounting moving.
The PACO agent keeps the work moving. Our professionals resolve, review and remain accountable for the result.
PACO.01
PACO agentOrganizes, reconciles and follows open items
WORKING02
Accounting professionalResolves exceptions and completes the close
IN REVIEW03
CPA team oversightHandles matters requiring professional judgment
OVERSEEN✓Monthly package ready
ONE OUTCOMEWHAT WE DO
The work that keeps your numbers current.
PACO combines automation, accounting controls and professional judgment within one service.
Tax and compliance
Obligations confirmed during activation based on the business’s location and complexity.
- Eligible IVU or sales-tax filings in Pro and Managed
- One eligible annual entity income tax return, only in Managed
- Compliance preparation and coordination
Professional oversight
Annual financial review in PACO, quarterly in Pro and monthly close review in Managed.
- Accounting review according to your plan
- Escalation of important matters
- Advisory work and meetings quoted separately
Financial operations
Workflows that gather documents, follow up and turn scattered information into completed work.
- Invoice and document follow-up
- Support for collection and payment workflows
- Visibility into cash and open items
Availability and exact scope are confirmed before service activation. Some obligations, jurisdictions or complex work require separate pricing.
ONE AI-NATIVE FIRM
The agent and the team share the work.
PACO does not deliver software on one side and professional services on the other. The agent, accounting professionals and CPA team oversight work from the same context, controls and shared outcome.
Shared contextOne business history
Shared controlsPermissions and approvals
Shared accountabilityOne completed close
Tell us what your business needs.
We confirm availability, scope and price before getting started.