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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.
You exercise your body to stay healthy, but how often do you exercise your brain? Research has shown that keeping your brain cells strong and sharp can help lower your risk of developing dementia. Here are four ways to make sure your body’s busiest organ keeps running smoothly.
Now that you’ve been working remotely for several months, how are you feeling about your shared office apps? If you’re still scrambling to put together a set of tools that meet your virtual needs, here are some applications that will go a long way toward making everyone feel like they’re working together as a team…even when you’re not in the same office.
It’s probably fair to say that most of us can’t wait to see 2020 out the door. But there’s one more task to carry out before you can wave goodbye to The Year We’d Rather Forget: Be ready to file your taxes.
