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.

Choose the solution that is right for your business:

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

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

Includes BOSS™ Basic plus:

Accounts Payable

  • Track receipts
  • Process bills and payments
  • Process reimbursable expenses
  • Paperless bill & receipt access

Advisory

  • Quarterly video/in office check-in meetings
  • Customized financial statements
  • Tax planning sessions

Includes BOSS™ Standard plus:

Business Management Services (CFO)

  • Budgeting
  • Revenue analysis
  • Expense analysis
  • Cost of Goods analysis
  • Credit card fees analysis
  • Cash flow analysis
  • KPI's and business analytics
  • Business coaching
  • Monthly video/in office check-in meetings