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.
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| 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 |
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.
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...
read moreJohn 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...
read moreJohn has become more than my accountant. He has become a business advisor and someone I trust to look out for my best interest...
read moreIf you’re starting a second business, then you know everything that’s involved with a business launch. However, there are a few business basics that every entrepreneur should revisit before diving into another enterprise. Consider these business basics and then put them into a well-thought-out business plan:
The 2019 small and midsized business (SMB) Cyberthreat Study from Keeper Security reported that nearly two out of three SMB owners do not feel threatened by or are not concerned about cyber attacks. Yet, in the previous year’s study, two out of three business owners reported falling victim to some level of data breach.
By September 30, 2019, you must notify your entire workforce of the PFML law by:
Posting the Paid Family and Medical Leave Workplace poster on your premises. Providing written notice of contributions, benefits, and workforce protections to all covered individuals in your workforce. You must collect a signed acknowledgement from each covered individual.
Document ExchangeNetClient
Online AccountingQuickBooks Online
Video ConferenceZoom
Online PayrollADP Run
Desktop AccountingQuickBooks Desktop - Hosted
