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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:

BOSS™ Basic

Includes:

Bookkeeping

  • Reconcile accounts
  • Reconcile deposits
  • Reconcile bank feeds
  • Monthly journal entries

Advice

  • Access to monthly financial statements
  • General business consulting
  • Video check-in meetings to review key performance measures (Semi-annually)
  • Response Time (48 hrs.)

Tax

  • Annual business tax preparation
  • Sales tax preparation
BOSS™ Standard

Includes Basic plus:

Advice

  • KPIs and business analytics
  • Business coaching
  • Video check-in meetings to review key performance measures (Quarterly)
  • Response Time (24 hrs.)
BOSS™ Complete

Includes Standard plus:

Bookkeeping

  • Process bills
  • Track receipts
  • Process reimbursable expenses
  • Paperless bill & receipt access

Advice

  • Video check-in meetings to review key performance measures (Monthly)
  • Response Time (12 hrs.)