BOSS™

Offering a robust line of products to meet your personal and business needs

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:

BOSS™ Complete

Includes:

Manage Business's Books

  • Provide 24/7 online access to business's books
  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Digital access to receipts and invoices
  • Sales tax filings

Manage 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
  • Retirement plan/garnishment remittance

Manage A/P

  • Process bills and vendor payments
  • Process employee expense reports
  • Process payments for contractors
  • Provide digital access to paid bills

Tax Preparation

  • Business income tax preparation
  • Property tax
  • Prepare 1099s for contractors

Business Consulting

  • Access to monthly financial reports
  • Business tax planning
  • General business consulting
  • Quarterly video conference
BOSS™ Standard

Includes:

Manage Business's Books

  • Provide 24/7 online access to business's books
  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Digital access to receipts and invoices
  • Sales tax filings

Manage 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
  • Retirement plan/garnishment remittance

Tax Preparation

  • Business income tax preparation
  • Property tax
  • 1099 preparation

Business Consulting

  • Access to monthly financial reports
  • Income tax planning
  • General business consulting
BOSS™ Basic

Includes:

Manage Business's Books

  • Provide 24/7 online access to business's books
  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Digital access to receipts and invoices
  • Sales tax filings

Tax Preparation

  • Business income tax preparation
  • Property tax
  • 1099 preparation

Business Consulting

  • Access to monthly financial reports
  • Income tax planning
  • General business consulting