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This time...it’s personal!
Advisors who care about both you and your business.

BOSS™

Our Back Office Support System for business.

 

BOSS Gets You Back to Business

BOSS™ is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns, and supply valuable financial and tax advice throughout the year. All activity is completed online via our technologically advanced platform—so communication and document exchange is in real-time.

Setup and training for BOSS couldn’t be simpler. You define your immediate needs and we assess how BOSS can be integrated. We train your company’s designated point of contact on the process of providing our staff with the daily information required by the BOSS solution and teach them how to access the system from our website.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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