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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:

Accounting and Bookkeeping

  • Provide 24/7 online access to Business's Books
  • Remote accounting & bookkeeping support

Tax Preparation and Planning

  • Business taxes
  • Individual taxes
  • Tax planning

Coaching

  • Phone call and email support

Includes BOSS™ Basic plus:

Accounting and Bookkeeping

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

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide access to electronic paystubs
  • Prepare W-2's

Coaching

  • Prepare key performance indicators (KPI's)
  • Quarterly meetings to review KPI's
  • Prepare monthly/quarterly financial reports

Includes BOSS™ Standard plus:

Accounting and Bookkeeping

  • Process bills and vendor payments
  • Prepare 1099's

Coaching

  • 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
  • Compiled or reviewed financial statements
  • Training (QuickBooks, QuickBooks Online, other)
  • Write-up services, monthly or quarterly