Solutions

Manage your business anytime and anywhere with our smart technology model.

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 & PREPERATION

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.