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.
|Reconcile bank accounts||✓||✓|
|Reconcile electronic transactions into QuickBooks||✓||✓|
|Reconcile credit card accounts||✓||✓|
|Submit payroll taxes to agencies||✓||✓|
|Prepare payroll tax returns||✓||✓|
|Provide employee access to electronic paystubs||✓||✓|
|Provide employer access to electronic pay records||✓||✓|
|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||—||✓|
|Prepare monthly financial statements||✓||✓|
|Prepare monthly budget reports||✓||✓|
|Review pension compliance||✓||✓|
|Review other employee deductions for compliance||✓||✓|
|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.