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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