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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.

Your back-office support system

BOSS™ Tax

Our compliance and tax package will assist you in meeting your business' compliance needs.

Includes:

  • Business income tax preparation
  • Annual bookkeeping services write-up
  • Annual financial statement reporting
  • After the fact payroll services—owner only
  • Audit protection plan
  • Sales tax preparation

BOSS™ Accounting

Our accounting package will give your business the consistency it needs for strategic financial reporting.

Includes:

  • Business income tax preparation
  • Bookkeeping services—monthly accounting
  • Semi-annual financial statement reporting
  • Live payroll services
  • Audit protection plan
  • Sales tax preparation

BOSS™ Advisor

Our advisor package will elevate your business with financial reporting and planning meetings to help grow your business.

Includes:

  • Business income tax preparation
  • Bookkeeping services—monthly accounting
  • Quarterly financial statement reporting
  • Live payroll services
  • Audit protection plan
  • Sales tax preparation
  • Business management report