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We are The Engine!

Powering small businesses

iBOSS®

Your Personal Financial Assistant

iBOSS® represents our all-inclusive personal financial assistant package. For an affordable, monthly fixed fee, we will take care of your personal accounting tasks —paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. All activity is facilitated online through our advanced web-based and mobile platforms, offering ultimate convenience for you, and iBOSS gives you peace of mind in knowing that all of your personal accounting needs are managed by your most trusted advisor.

iBOSS is ideal for busy people with significant monthly financial transactions and balances to manage—people such as business owners, executives, professional practitioners, and frequent travelers, to name a few. If your lifestyle is fully engaged and your time fully committed, iBOSS can help you simplify.

Take a moment and get to know iBOSS. This cost-effective package of financial management services relieves you of the hassles and headaches associated with managing a myriad of personal accounting tasks.

Download our iBOSS® Fact Sheet >>

iBOSS


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.

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Our Specialties

  • Privately Held & Family Businesses

    Our team of business advisors are experienced in working with family and privately held businesses to create plans for financial and operational stability and growth, including succession...

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  • Service-based Business

    Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience...

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  • Dental Practices

    Your dental practice is a service business dependent on your talent, expertise, education, and, above all, your time. You can’t afford to spend your time worrying about finances. Let the...

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  • Specialty Trade Contractors

    With extensive experience providing full-service accounting to the specialty trade industry, we are intimately familiar with your day-to-day operations; the need for orderly, accurate financial data...

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  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing...

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