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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.

Your back office support system

BOSS™ Basic

Includes:

Bookkeeping

  • Updates to chart of accounts
  • Clean-up transactions in suspense
  • Communicate with you on current bookkeeping issues

Tax

  • Business and owner tax preparation

Advice

  • Tax planning and projections
  • General business consulting
BOSS™ Standard

Includes BOSS™ Basic and:

Bookkeeping

  • Reconcile bank and credit card accounts
  • Reconcile electronic transactions into QuickBooks
  • Close of books with end of period trial balance

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
BOSS™ Complete

Includes BOSS™ standard and:

Bookkeeping

  • Prepared financial statements

Accounts Payable

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

Advice

  • Key performance indicator report
  • Scheduled video conference reviews of KPI report