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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.

MEET BOSS™<br />Your back-office support system<br />Run your life as a BOSS™

Business

Timely Advice

  • Decision-making assistance.
  • Tax strategy consultations as and when needed.
  • Tax projections & planning.
  • Consistent, reliable and responsive service.

Performance Monitoring

  • Cash-flow forecasting.
  • Retirement plan funding.
  • Key Performance Indicators.
  • IRS & DOL compliance review for retirement and benefit plans.
  • Payroll & Estimated tax deposits.

Account Reconciliations

  • Bank, credit card & loan accounts.
  • Electronic transactions in QuickBooks.
  • Other accounts as needed.

Accounting Your Way

  • Full-service bookkeeping, or periodic write-up, or periodic review.
  • Periodic financial statements.
  • Periodic budget reports.
  • Payroll – Full service or after the fact.

Security

  • Secure 24/7 communications and file transfer ability and access to your records and returns copies.

Individual

Timely Advice

  • Decision-making assistance.
  • Tax strategy consultations as and when needed.
  • Tax projections & planning.
  • Consistent, reliable and responsive service.

Performance Monitoring

  • Cash-flow forecasting.
  • Retirement plan funding.
  • Goal attainment progress.
  • Payroll & Estimated tax deposits.

Account Reconciliations

  • Bank, credit card & loan accounts.
  • Electronic transactions in QuickBooks.
  • Other accounts as needed.

Special Needs

  • Stock option tracking, planning and tax reporting.
  • Household payroll.
  • Spending plan review.

Security

  • Secure 24/7 communications and file transfer ability and access to your records and returns copies.

Trusts

Timely Advice

  • Decision-making assistance.
  • Tax strategy consultations as and when needed.
  • Tax projections & planning.
  • Consistent, reliable and responsive service.

Performance Monitoring

  • Cash-flow forecasting.
  • Trustee duties review.
  • Notification requirements.
  • Payroll & Estimated tax deposits.

Account Reconciliations

  • Bank, credit card & loan accounts.
  • Electronic transactions in QuickBooks.
  • Other accounts as needed.

Accounting Your Way

  • Accounting – Full-service bookkeeping or write-up, probate and custodial Accountings.

Security

  • Secure 24/7 communications and file transfer ability and access to your records and returns copies.