BOSS™

Offering a robust line of products to meet your personal and business needs

Select a product

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.

Choose the solution that is right for your business:

BOSS™ Basic

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile credit card accounts

Bookkeeping

  • Prepare 1099s for contractors

Tax

  • Tax preparation
BOSS™ Standard

Includes BOSS™ Basic plus:

Bookkeeping

  • Reconcile electronic transactions into QuickBooks
  • Track credit card expenses and receipts
  • Video conferences to review key performance measures
  • Prepare sales and tax filings
  • Process bills and payments (if applicable)

Advice

  • Prepare KPIs
  • Prepare budget reports
  • General business consulting
BOSS™ Complete

Includes BOSS™ Standard plus:

Business management services

  • Budgeting
  • Strategic planning
  • Operations support
  • Tax planning

Tax planning services

  • Revenue planning
  • Deduction planning
  • Tax savings strategies