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Transform the way you do business

We help you look ahead and plan for a successful, sustainable future

BOSS™

Our Back Office Support System for business.

 

BOSS Gets You Back to Business

Our all-inclusive, cloud-based solution offers business owners relief from day-to-day accounting hassles by enabling you to outsource this work to our team of professionals. We handle the accounting so you can put your focus back on your business. We offer BOSS at two levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.

 


 
General Ledger    
Reconcile Bank Accounts
Reconcile Electronic Transactions into QuickBooks
Reconcile Credit Card Accounts
Accounts Payable    
Process Bills and Vendor Payments
Track Credit Card Expenses and Receipts
Process Employee Expense Reports
Provide Digital Access to Paid Bills
Tax    
Income Tax Preparation
Sales / Meals / Occupancy Tax Preparation
Form 1099 Preparation
Annual Report Preparation
Coaching    
Prepare Monthly Financial Statements
Tax Planning
General Business Consulting
Quarterly Video Conference to Review Key Performance Measures

Awards and Recognition

Client Testimonials

  • I must say that after meeting with you and getting all these services under one roof, my life has become much easier. The ability to make one phone call for a tax question, a payroll change ...
     
    Timothy McAdams D.D.S.
    Breakwater Dental
    read more
  • We view Steven M Ellard CPA as both an Accounting Office to keep our statutory requirements in compliance with the IRS and our Bank, as well as a Business Partner and Advisor...
     
    Craig T. Lichtenstein
    Triple Play Car Wash LLC
    read more

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