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BOSS™

Guiding people through their financial lives for over a quarter-century

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

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

Advice

  • Real-time access to financial reports
  • Tax planning

Tax

  • Tax preparation

Includes BOSS™ Basic plus:

Advice

  • Quarterly business consulting

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

Includes BOSS™ Standard plus:

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills

Advice

  • Quarterly cash flow projections review
  • Quarterly video conference to review key performance measures

Package add-ons

  • Sales tax preparation
  • Workmans' compensation pay by pay
  • Time and attendance tracking
  • Compiled financial statements
  • QuickBooks consulting