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Driving your business forward with dedicated support.

iBOSS™

Your Personal Financial Assistant

iBOSS™ represents our all-inclusive personal financial assistant package. For an affordable, monthly fixed fee, we will take care of your personal accounting tasks —paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. All activity is facilitated online through our advanced web-based and mobile platforms, offering ultimate convenience for you, and iBOSS gives you peace of mind in knowing that all of your personal accounting needs are managed by your most trusted advisor.

iBOSS is ideal for busy people with significant monthly financial transactions and balances to manage—people such as business owners, executives, professional practitioners, and frequent travelers, to name a few. If your lifestyle is fully engaged and your time fully committed, iBOSS can help you simplify.

Take a moment and get to know iBOSS. This cost-effective package of financial management services relieves you of the hassles and headaches associated with managing a myriad of personal accounting tasks.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Real Estate & Rental Professionals

    We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with clients...

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  • Small Government Contractors

    Our firm offers extended value as an accounting service provider for government entities. We truly understand the challenges that government entities face, and provide you with industry-specific...

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  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing...

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