BOSS™

Offering a robust line of service packages to inspire you to ascend beyond your goals

Select a product

It’s like having a trusted advisor on staff

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 can bundle services for a fixed monthly fee.

Choose the solution that is right for your practice:

Includes:

Managing Practice's Books

  • Provide 24/7 online access to Practice's Books
  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Sales Tax Filings

Business Consulting

  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Tax planning
  • General business consulting
  • Quarterly video conference to review key performance measures

Tax Preparation

  • Corporate or Partnership Tax preparation
  • Property tax

Includes BOSS™ Basic plus:

Manage 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
  • Retirement plan/garnishment remittance

Includes BOSS™ Standard plus:

Manage A/P

  • 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