BOSS™

Offering a robust line of products to 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:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts

Advice

  • Prepare monthly financial statements
  • General business consulting

Includes BOSS™ Basic plus:

Tax

  • Tax planning
  • Prepare monthly budget reports

Includes BOSS™ Standard plus:

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills
  • Monthly video conference to review key performance measures