BOSS™
Offering a robust line of productsto meet your personal and business needs
Select a product
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