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.

Your back office support system

BOSS™ Standard

Includes:

Account reconciliation

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

Advice

  • Prepare monthly, quarterly, or annual financial statements
  • Tax planning
  • General business consulting

Tax

  • Tax preparation
BOSS™ Complete

Includes BOSS™ Standard plus:

After-the-fact payroll

  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Prepare 1099s
  • Prepare W-2s

Advice

  • Video conference or in-office meetings available