BOSS™ — Let us handle the numbers, while you get back to business
BOSS™ (Back Office Support System) is the all-inclusive solution that offers small businesses complete relief from day-to-day accounting hassles, while providing 24/7 access to financial data—and all for an affordable fixed fee. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns and supply valuable financial and tax advice throughout the year.
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| General Ledger | ||
| Reconcile bank accounts | ✓ | ✓ |
| Reconcile electronic transactions into QuickBooks | ✓ | ✓ |
| Reconcile credit card accounts | ✓ | ✓ |
| 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 | ✓ | ✓ |
| Accounts Payable | ||
| Process bills and vendor payments | — | ✓ |
| Track credit card expenses and receipts | — | ✓ |
| Process employee expense reports | — | ✓ |
| Prepare 1099s for contractors | — | ✓ |
| Provide digital access to paid bills | — | ✓ |
| Tax | ||
| Tax preparation | ✓ | ✓ |
| Coaching | ||
| 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 | ✓ | ✓ |
QuickBooks™ Ecosystem Solution
Manage your business with efficiency and precision on any desktop or mobile device. It’s a secure, cloud-based way to run your small business with the portability and power today’s entrepreneurs need.
- Go paperless.
- View and pay your bills securely online.
- Automate expense reimbursements.
- Enjoy automated timekeeping and secure portals for self-serve employee access to pay stubs.
- Get your vital signs with easy-to-read dashboard analytics.
- Download Our QuickBooks Ecosystem Solution Fact Sheet
Tax Planning and Preparation
Whether you’re a business or an individual, we work with you to develop a personalized plan with tax saving strategies that are tailored to your unique situation. Our goal is to reduce your tax liability, freeing capital to re-invest or take advantage of future opportunities. We strive to maintain a preferred preparer relationship with the IRS and keep up with IRS operating manuals to reduce the risk of time-consuming examinations and appeals.
Business Consulting Services
We understand what it takes to cultivate a thriving business. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. We help you identify areas that are negatively affecting profitability and growth, and develop practical solutions that are technically sound.
IRS Audit Representation
We work with you to collect all the needed information and communicate with the tax authorities on your behalf. In the event of a tax audit or any notice from the IRS, you have the peace of mind that highly skilled tax experts are in your corner with the experience required to help resolve the situation.
