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.
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|---|---|---|
| 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 | ✓ | ✓ |
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals.
