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BOSS™

Offering a robust line of products to inspire you to ascend beyond your goals

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 can bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Your back-office support system

BOSS™ Basic

Includes:

Managing Business's Books

  • Provide 24/7 online access to Business's Books
  • Reconcile Bank Accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Sales Tax Filings

Tax Preparation

  • Corporate or Partnership Tax preparation
  • Property Tax
BOSS™ Standard

Includes BOSS™ Basic plus:

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
BOSS™ Complete

Includes BOSS™ Standard plus:

Business Consulting

  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Tax planning
  • General business consulting
  • Quarterly video conference to review key performance measures