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BOSS™

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

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:

Start-Up

starting at $399/month

Reconciliation

  • Reconcile all asset accounts monthly

Reporting

  • Monthly Statements (Balance Sheet, Income Statement)
  • Monthly review of unmatched transactions

Bank Feeds

  • Processing 1x a month

QBO Receipts

  • Processing 1x a month

Payroll

  • Email support only

Automation

  • QuickBooks Online — Implementation of automated system for generic transactions
  • QuickBooks Online — Customer provided with access to QBO

Income Taxes

  • Tax Return — Preparation of your Corporate or Business Tax Return
  • Provide federal and state tax estimates

Support

  • 72 hours for a return call
  • Unlimited email support
  • Quarterly virtual meeting to discuss tax planning

Guarantee

  • 100% guarantee

Inclusive

  • Software costs for QBO and QBO receipts

Better

starting at $699/month

Reconciliation

  • Reconcile all asset accounts monthly

Reporting

  • Monthly Statements (Balance Sheet, Income Statement, Cash Flow Report)
  • Monthly review of unmatched transactions

Bank Feeds

  • Processing 2x a month

QBO Receipts

  • Processing 2x a month

Accounts Payable

  • Automated using Bill.com

Analyze and Business Growth Review

  • ONE-hour Virtual meeting on a quarterly basis to discuss growth, concern’s and other important points to facilitate profit within the business

Payroll

  • Processing of Payroll utilizing Apex
  • Reconciling and monitoring all applicable payroll costs

Automation

  • QuickBooks Online — Implementation of automated system for generic transactions
  • QuickBooks Online — Customer provided with Fujitsu IX100 and access to QBO, Customer provided with Fujitsu IX100 scanner
  • Bill.com — Prepare and educate client on using Bill.com

Income Taxes

  • Tax Return — Preparation of your Corporate or Business Tax Return
  • Provide federal and state tax estimates

Support

  • 48 hours for a return call
  • Unlimited email support
  • Quarterly virtual meeting to discuss tax planning

Guarantee

  • 100% guarantee

Inclusive

  • Software costs for QBO and QBO receipts

Best

starting at $899/month

Reconciliation

  • Reconcile all asset accounts monthly

Reporting

  • Monthly Statements (Balance Sheet, Income Statement, Cash Flow Report, Budget)
  • Monthly review of unmatched transactions

Bank Feeds

  • Processing 2x a month

QBO Receipts

  • Processing 2x a month

Accounts Payable

  • Automated using Bill.com

Analyze and Business Growth Review

  • TWO-hour Virtual meeting on a monthly basis to discuss budgets, growth, concern’s and other important points to facilitate profit within the business
  • One comprehensive financial plan
  • Profit first to prevent entrepreneurial poverty

Payroll

  • Processing of Payroll utilizing Apex
  • Reconciling and monitoring all applicable payroll costs

Automation

  • QuickBooks Online — Implementation of automated system for generic transactions.
  • QuickBooks Online — Customer provided with Fujitsu IX500 and access to QBO, Customer provided with Fujitsu IX500 scanner
  • Bill.com — Prepare and Notify customer of pending payment authorizations

Income Taxes

  • Tax Return — Preparation of your Corporate or Business Tax Return
  • Tax Return — Preparation of your Personal Tax Return
  • Provide federal and state tax estimates

Support

  • 24 hours for a return call
  • Unlimited email support
  • Quarterly virtual meeting to discuss tax planning

Guarantee

  • 100% guarantee

Inclusive

  • Software costs for QBO and QBO receipts