You love your business…we love the bookkeeping

We are entrepreneurs, serving entrepreneurs…

As a small business owner, we understand what it takes to succeed. And that’s why we serve as your dedicated advisor, offering the guidance and deeper financial insight needed to ensure business growth and long-term success.

Let us handle the accounting work for you:

Bookkeeping and payroll

We handle the books, including managing transaction classification and expense tracking…while also integrating payroll.

Bill paying and invoicing

We take over daily bill paying and invoicing tasks, as well as monitor and manage your cash flow to keep your business financially healthy.

Business tax planning and preparation

Compliance is key! When you have experts planning, preparing and filing your tax returns, rest assured that you will always be compliant.

Reporting and advice

We provide deep insight into your numbers and key performance indicators throughout the year…helping you make informed, smart business decisions.

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MEET BOSS™

Your back office support system

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  • Account Reconciliation
  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Advice
  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Tax planning
  • General business consulting
  • Tax
  • Tax preparation
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Includes BOSS™ Basic plus:
  • Payroll
  • 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
  • Garnishment Remittance
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Includes BOSS™ Standard plus:
  • Bookkeeping
  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills
  • Quarterly video conference to review key performance measures