Stay updated on all areas of tax files and business processes affected by COVID-19

Learn more

BOSS™

Offering a robust line of productsto meet your personal and business needs

BOSS™ gets you back to business

Our all-inclusive, cloud-based solution offers business owners relief from day-to-day accounting hassles by enabling you to outsource this work to our team of professionals. We handle the accounting so you can put your focus back on your business. We offer BOSS at three levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.

 

Choose the solution that is right for your business:

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts

Advice

  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Review pension compliance
  • Review other employee deductions for compliance
  • Tax planning
  • General business consulting
  • Quarterly video conference to review key performance measures

Tax

  • Tax preparation

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

Includes BOSS™ Standard plus:

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills