We handle your back office work – freeing you to focus on your business.
BOSS™
BOSS™ is the all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. We handle your back office work, freeing you to focus on your business.
| BOSS™ Basic |
BOSS™ Standard |
BOSS™ Complete |
|
|---|---|---|---|
| Payroll | |||
| Prepare payroll | ✓ | ✓ | ✓ |
| Submit payroll tax payments to agencies | ✓ | ✓ | ✓ |
| Prepare and submit payroll tax returns | ✓ | ✓ | ✓ |
| Report new hires | ✓ | ✓ | ✓ |
| Verify social security numbers | ✓ | ✓ | ✓ |
| Provide employee access to electronic paystubs and W-2s | ✓ | ✓ | ✓ |
| Provide employer access to electronic pay records | ✓ | ✓ | ✓ |
| Prepare W-2s | ✓ | ✓ | ✓ |
| Retirement Remittance | ✓ | ✓ | ✓ |
| Accounts Payable | |||
| Receive/administer vendor bills for online approval | – | – | ✓ |
| Process bills and vendor payments | – | – | ✓ |
| Track credit card expenses and receipts | – | – | ✓ |
| Process employee expense reports | – | – | ✓ |
| Prepare 1099’s for non-employee compensation | – | – | ✓ |
| Provide electronic access to paid bills | – | – | ✓ |
| Monitor cash flow | – | – | ✓ |
| General Ledger | |||
| Reconcile electronic transactions into QuickBooks | – | ✓ | ✓ |
| Reconcile bank accounts | – | ✓ | ✓ |
| Reconcile credit card accounts | – | ✓ | ✓ |
| Tax | |||
| Sales tax return | – | ✓ | ✓ |
| Tax return preparation | – | ✓ | ✓ |
| Mercantile/business priveledge tax return preparation | – | ✓ | ✓ |
| Coaching | |||
| Prepare monthly financial statements | – | ✓ | ✓ |
| Tax planning | – | ✓ | ✓ |
| Tailored business consulting | – | ✓ | ✓ |
| Quarterly video conference to review key performace measures | – | ✓ | ✓ |
HR & Business Consulting
We know that there are many aspects of running a successful operation. We support clients on a full-service basis, offering everything from entity selection and initial setup of your accounting records to accounting software conversion, human resources consulting and QuickBooks training. We cover all the bases to ensure you are getting the advice required to launch and maintain a financially healthy business.
QuickBooks Consulting
Our team can help your business utilize QuickBooks™ to its fullest potential. With our expert knowledge of the QuickBooks platform, we can help your organization increase productivity and generate more complete income and expense information, allowing you to access the accurate information you need to make strategic decisions.
We provide the in-depth knowledge you need to optimize the use of QuickBooks in your organization. Ask us about our QuickBooks set-up and training options. We’ll have you up and running quickly and using the QuickBooks platform more efficiently, saving you valuable time, while you put accurate and invaluable information to work for your company.
Tax Preparation & Planning
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.
We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities, while remaining in full compliance with IRS statutes.
Payroll
Free yourself from check processing and printing, direct deposit, W-2 processing, filing up-to-date quarterly and annual payroll taxes, and reporting. Additionally, our service is electronic, giving your employees secure online access to their paycheck stub information and W-2s — saving you time, money, and reducing costly mistakes.
