(508) 992-6500 | JLALLY@JTLCPA.NET

BOSS™

BOSS™

Our Back Office Support System for business.

 

BOSS Gets You Back to Business

Our all-inclusive, cloud-based solution offers business owners relief from day-to-day accounting hassles by enabling you to outsource this work to our team of professionals. We handle the accounting so you can put your focus back on your business. We offer BOSS at three levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.

 


Service Menu

We love helping small businesses become more successful!

 
Accounting and bookkeeping      
Provide 24/7 online access to Business's Books
Remote accounting & bookkeeping support
Reconcile bank accounts
Reconcile credit card accounts
Reconcile electronic transactions into QuickBooks
Process bills and vendor payments
Prepare 1099s
Payroll Services      
Prepare Payroll
Submit payroll taxes to agencies
Prepare payroll tax returns
Provide employer/employee access to electronic paystubs
Prepare W-2s
Tax services      
Business taxes
Individual taxes
Tax planning
Coaching      
Unlimited phone call and email support
Prepare key performance indicators (KPIs)
Quarterly meetings to review KPIs
Prepare monthly/quarterly financial statements
Prepare annual personal financial statements
Optional Services      
Assistance with budget planning/preparation      
Custom accounting reports      
Assistance with retirement plan implementation      
Strategic business planning      
Business succession planning      
Negotiate bank financing      
Assistance with mergers, sales and acquisitions      
Training (QuickBooks, QuickBooks Online, other)      
Write-up services, monthly or quarterly      

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

read more

Check out the latest issue
of our client magazine

 

 What our clients are saying...

I started working with John T. Lally CPA, PC about two years ago, and right from the start have been impressed with the service and responsiveness...

Mario R. Ribeiro, The Pasta House
read more

John has helped us to reduce our costs, increase our profits and create a close connection between the everyday operation of our business and our financial reporting...

Bradford F. Niemiec, Niemiec Marine, Inc.
read more

John has become more than my accountant. He has become a business advisor and someone I trust to look out for my best interest...

Bruce E. Rocha. Sr., Fisher & Rocha. Inc.
read more

Latest from Our Blog


Learn More