We are a small business serving small businesses. Our experts care about your business and will be there for the journey.
Daily transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.
We make outgoing payments on time and seamlessly manage your cash flow.
We plan, prepare and file your tax returns so you are always compliant.
We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.
|Reconcile bank accounts||✓||✓||✓|
|Reconcile electronic transactions into QuickBooks||✓||✓||✓|
|Reconcile credit card accounts||✓||✓||✓|
|Prepare monthly financial statements||✓||✓||✓|
|Prepare monthly budget reports||✓||✓||✓|
|General business consulting||✓||✓||✓|
|Submit payroll taxes to agencies||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Provide employee access to electronic paystubs||—||✓||✓|
|Provide employer access to electronic pay records||—||✓||✓|
|Process bills and payments||—||—||✓|
|Track credit card expenses and receipts||—||—||✓|
|Process employee expense reports||—||—||✓|
|Prepare 1099s for contractors||—||—||✓|
|Provide digital access to paid bills||—||—||✓|
|Quarterly video conference to review key performance measures||—||—||✓|
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help you set up your accounting systems to most easily operate your business.
Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work for you:
Most professions have their own lingo, and accounting is no different. What is different is that you have a vested interest in understanding what your accountant tells you about your financial situation. So, here’s a quick primer on common accounting terms—some business-related, some general—to keep you in the know:
There has rarely been a winter when we so badly needed to see (and feel) spring. Depending on where you live, this could mean bluer skies, warmer temperatures, time outside and…gardening! For those who live in a climate where spring doesn’t always mean it’s warm enough to garden outdoors, consider creating an indoor planting box for flowers, veggies, herbs or all of the above.