BOSS™

A simpler, smarter way to meet your business and personal 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.

1. Get in touch

      Schedule your free initial consultation.

2. Select your Package

     Determine which level is right for you.

3. Grow your business

     Free yourself from the back office chains.

Get In Touch

Your back office support system

BOSS™ Basic

Includes:

Bookkeeping

  • Regular data entry (utilizing bank fee in QBO)
  • Reconcile bank accounts
  • Reconcile credit card accounts
  • Prepare monthly financial statements
  • General business consulting

Tax

  • Business tax preparation
  • Business tax planning
BOSS™ Standard

Includes BOSS™ Basic plus:

Payroll

  • Prepare payroll
  • Prepare payroll tax returns
  • Submit payroll taxes to agencies
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Pension & garnishment remittance
BOSS™ Complete

Includes BOSS™ Standard plus:

Bookkeeping

  • Weekly data entry (utilizing bank fee in QBO)
  • Weekly processing of bills & payments
  • Digital access to bills, expenses, and receipts

Advice

  • Advanced business consulting
  • Business specific performance reporting
  • Quarterly video conference to review KPIs