BOSS™

Offering a robust line of productsto 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.

BOSS back office support system

Includes:

Bookkeeping

  • Reconcile accounts
  • Reconcile deposits
  • Reconcile bank feeds
  • Monthly journal entries
  • Prepare vendor 1099s

Tax

  • Annual business tax preparation
  • Personal Income tax preparation

Advisory

  • Quarterly financial statements
  • Quarterly check-in meetings
  • Tax projections
  • Bi-annual video/in office check-in meetings