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