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Empowering business owners with insightful, cloud-based accounting and advisory solutions.
BOSS™ – (Back Office Support System)
Let us handle the numbers, while you get back to business
BOSS™ is our all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. 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 | ✓ | ✓ |
AUDITS, REVIEWS & FORECASTS
We offer our clients complete audit, review and forecasting services.
- Audit—After careful examination, we offer our opinion on your financial statements and internal controls over financial reporting.
- Review—This type of engagement offers limited assurance of the business’s financial statements and requires inquiries of client management and analytical procedures.
- Forecasts and Projections—Our firm provides complete financial and business forecasting services, including proforma projections. We will even develop “What If” planning scenarios to help management prepare for the unexpected.
TAX PLANNING & PREPARATION
We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our one-on-one tax return preparation service offers you peace of mind, knowing that your tax return is in capable hands. Additionally, we stay up-to-date on the changing tax laws and are committed to minimizing your tax liabilities and maximizing your future opportunities, while remaining in full compliance with IRS statutes.
