Our all-inclusive, cloud-based solution offers business owners relief from day-to-day accounting hassles by enabling you to outsource this work to our team of professionals. We handle the accounting so you can put your focus back on your business. We offer BOSS at three levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.
  |
  |
  |
|
|---|---|---|---|
| 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 | ✓ | ✓ | ✓ |
| Tax planning | ✓ | ✓ | ✓ |
| General business consulting | ✓ | ✓ | ✓ |
| Quarterly video conference to review key performance measures | ✓ | ✓ | ✓ |
We understand the challenges business owners face within the restaurant and food service industry. Our professionals have years of experience serving...
read moreWe are dedicated to helping you achieve success. With extensive experience providing full-service tax and accounting to the landscaping industry, we are intimately familiar...
read moreWe understand that the retail business is unique—having to deal with complex inventories, volumes of forms, and always seeking ways to operate more efficiently...
read moreOur skilled team of financial experts have years of experience in providing accounting, tax and consulting services to professional service firms—including physicians...
read moreOur firm specializes in serving the accounting, tax and financial management needs of law firms, lawyers, attorneys and all types of legal practices. We help legal firms...
read moreIt’s back-to-school season, and that typically means buying a lot of stuff to prepare kids for the start of a new academic year. While 2020 may look a bit differently (some schools may enact online learning and/or hybrid models), kids will still need a few essentials—from backpacks to electronics. Here are a few tips to keep your back-to-school shopping within your budget.
For many businesses, COVID-19 forced them into a remote office model. Months into the pandemic and having had a successful experience, a lot of business owners have decided to maintain virtual workspaces. For those adopting this new normal, upping security must be a priority to keep data safe.
It’s hard to believe that we are already into July. Even with the deadline for filing your return and making a payment (if you owe) being extended to July 15, 2020, it still seemed like it came upon us fast. With only a few weeks left, be sure to get any final documents to us and answer any outstanding communications immediately.
Client CommunicationsLiscio
Client LoginNetClient
Online AccountingQuickBooks Online
Desktop AccountingHosted QuickBooks
Video MeetingZoom
Accounts PayableBill.com
Time TrackingTSheets
