November 28, 2016


Moving Clients Forward with Simplified Accounting and Advisory Solutions



BOSS™ is the all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. We pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns, and supply valuable financial and tax advice throughout the year.

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General Ledger
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
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
Accounts Payable
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099s for contractors
Provide digital access to paid bills
Tax preparation
Prepare monthly financial statements
Prepare monthly budget reports
Review pension compliance
Review other employee deductions for compliance
Tax planning
General business consulting
Quarterly video conference to review key performance measures


Estate & Trusts Planning and Tax Preparation

Helping you navigate complex tax laws to facilitate an orderly transfer of assets and minimize the tax liability of your beneficiaries. Our thorough and careful planning will make certain that your loved ones encounter zero complications during a time of loss.


Litigation Support & Forensic Accounting

Financial and personal records are often vast and confusing to sort through. Our professionally trained staff will compile the information efficiently to make sense of these records and get straight to your bottom line.


Financial & Retirement Planning

Delivering professional, personalized advice to help you reach monetary goals and maintain financial independence through a comfortable retirement. The road to retirement is a long one, and we will help you to take the proper steps to secure your financial future.


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