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:
Bookkeeping
- Recording of transactions
- Reconciliation of bank accounts
- Reconciliation of credit card accounts
- Preparation of financial statements
- Online access to business books
Tax Preparation
- Corporate or partnership tax preparation
- Property tax preparation
- Individual tax preparation for owners and partners
Advisory
- Annual tax planning
- General business consulting
Includes Basic plus:
Bookkeeping
- Reconciliation of payroll
- Reconciliation of invoices and payments
- Reconciliation of sales tax
Payroll
- Processing payroll for employees and contractors
- Electronic access to paystubs
- Submission of payroll taxes to agencies
- Preparation and filing of payroll tax returns
- Preparation and distribution of W-2
- Retirement plan remittance
- Garnishment plan remittance
Sales Tax (if applicable)
- Accounting and filing of sales tax
- Submission of sales tax payments
Advisory
- Annual business financial planning
Includes Standard plus:
Accounts Payable
- Setup of accounts payable system
- Streamlining and automation of process
- Training of accounts payable staff
- Preparation of 1099 for contractors
- Digital access to paid bills