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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

  • Monthly bookkeeping/accounts reconciliation of all bank accounts
  • Monthly reconciliation of all business credit card statements
  • Process bills & payments
  • Track credit card expenses and reciepts
  • Process employee expense reports
  • Access to the QuickBooks® Online accounting software

Tax

  • Annual company, corporate, or partnership federal and state income tax filing (1065, 1120 & 1120S)
  • Prepare and file annual form 1099
  • State sales and use tax

Financial

  • CPA prepared annual SSARS 21 financial statements

Includes BOSS™ Basic plus:

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Pension remittance
  • Garnishment remittance

Advisory

  • 3rd quarter planning meeting with your dedicated tax & accounting team

Financials

  • CPA prepared quarterly SSARS 21 financial statements

Includes BOSS™ Standard plus:

Advisory

  • 2nd & 3rd quarter planning meeting with your dedicated tax & accounting team
  • CPA prepared monthly SSARS 21 financial statements