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BOSS™

Offering a robust line of products to meet your personal and business needs

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Choose the solution that is right for your business:

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts

Advice

  • Prepare monthly financial information
  • Prepare 1099s for contractors
  • Tax planning
  • General business consulting

Tax

  • Tax preparation

Includes BOSS™ Basic plus:

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Pension remittance
  • Garnishment remittance

Includes BOSS™ Standard plus:

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Prepare monthly budget reports
  • Compile or prepare financial statements
  • Provide digital access to paid bills
  • Quarterly video conference to review key performance measures

You run your business…we’ll run the numbers

Mockup of a computer with various charts and graphs on the screen.

You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.

  • Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.
  • Time savings—Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.
  • Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.