Closed on Fridays between Memorial Day and Labor Day

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:

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks®
  • Reconcile credit card accounts
  • Reconcile payroll and payroll liabilities monthly

Advice

  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Tax planning
  • General business consulting
  • Annual conference to discuss results, trends and future goals

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

Includes BOSS™ Basic plus:

Advice

  • Tax preparation
  • Planning and projections

Includes BOSS™ Standard plus:

Advice

  • 24/7 Access
  • Quarterly video or in person conference to review key performance measures
  • Industry KPI analysis
  • Expense analysis
  • Revenue analysis
  • Budgeting
  • Goal setting

Cash Flow Managment

  • Process bills and payment
  • Budget analysis
  • Accounts receivable analysis

*Or let us customize a package for you!