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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.
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|---|---|---|---|
| Account reconciliation | |||
| Reconcile bank accounts | ✓ | ✓ | ✓ |
| Reconcile electronic transactions into QuickBooks | ✓ | ✓ | ✓ |
| Reconcile credit card accounts | ✓ | ✓ | ✓ |
| Advice | |||
| Prepare monthly financial statements | ✓ | ✓ | ✓ |
| Prepare monthly budget reports | ✓ | ✓ | ✓ |
| Tax planning | ✓ | ✓ | ✓ |
| General business consulting | ✓ | ✓ | ✓ |
| Tax | |||
| Tax preparation | ✓ | ✓ | ✓ |
| 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 | — | ✓ | ✓ |
| Garnishment remittance | — | ✓ | ✓ |
| Bookkeeping | |||
| 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.
It’s safe to say that most people are laser focused on money right now—specifically on how to make it last longer. To help you do just that, we compiled the following list of tips for spending less in 2020:
With more of us likely staying close to home this summer, why not plan to either start a healthy and regular workout schedule or enhance your current routine? It’s never too late in the year to get your healthy on, so we’ve compiled a short list of tips to get you moving.
Summer is typically the time people start planning vacations—Disney World…cruises…the beach. This year, however, travel may not be in the cards. But that doesn’t mean you have to sacrifice down time and fun with the family. Make this the year you plan a fantastic staycation! Here are some tips to make sure you can kick back, relax and have a memorable time with a vacation at home.
