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™

LITE

Includes:

Accounting

  • Client inputs all transactions into QuickBooks® Online or Desktop
  • Bank account reconciliation monthly
  • Reconcile and close the general ledger monthly
  • Prepare 1099s at year-end

Payroll (RUN powered by ADP)

  • Processing of payroll
  • Completion of all payroll reports
  • 24/7 access to payroll information
  • Mobile access for employees
  • Completion of W-2s

Tax

  • Business tax return preparation
  • Individual tax return preparation

Management

  • General business consulting

Guaranteed response time: 48 hours

BOSS™

STANDARD

Includes BOSS™ Lite plus:

Tax

  • Business tax return preparation
  • Individual tax return preparation

Management

  • Semi annual call regarding results

Guaranteed response time: 24 hours

BOSS™

PREMIUM

Includes BOSS™ Standard plus:

Accounting

  • We input all transactions into QuickBooks® Online or Desktop
  • Pay bills to vendors
  • Expense reports for reimbursement
  • Record revenue from customers

Management

  • Monthly financial statements
  • Strategic planning and cash flow forecasting
  • Budgeting

Guaranteed response time: 12 hours