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BOSS™

Offering a robust line of products to meet your personal and business needs

BOSS™—It’s like having your own accounting department

Your back-office support system

Includes:

Bookkeeping

  • Record bank and credit card transactions into QBO
  • Reconcile bank accounts monthly
  • Reconcile credit card accounts monthly
  • Telephone & email support

Tax

  • Preparation of Federal and State income tax return(s)
  • Tax alerts & updates
  • Prepare Forms 1099 and Form 1096

Includes BOSS™ Basic plus:

Bookkeeping

  • Setup custom financial reports unique to your business

Advisory

  • Mid-year tax planning
  • Quarterly video - financial statement insights

Tax

  • Tax audit defense and representation

Includes BOSS™ Standard plus:

Advisory

  • Monthly BOSS Performance Report
  • Set up monthly budget reports

Bill Processing

  • Process bills and vendor payments
  • Provide digital access to paid bills