Running your business is a full-time job,
bookkeeping is ours.

With us, it's personal

We are a small business serving small businesses. Our experts care about your business and will be there for the journey.

Bookkeeping and payroll

We keep your books clean and accurate, handling daily transaction classification and expense tracking as well as seamlessly integrating payroll.

Bill pay and invoicing

We make outgoing payments on time and seamlessly manage your cash flow.

Business tax planning and preparation

We plan, prepare and file your tax returns so you are always compliant.

Reporting and advice

We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.


Your back office support system

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      • Accounting Services- Annual
      • Provide 24/7 online access to Business's Books
      • Reconcile Bank Accounts
      • Reconcile electronic transactions into QuickBooks
      • Reconcile credit card accounts
      • After the fact data entry
      • 1099 preparation
      • Payroll services
      • 3 employees or less
      • 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
      • Tax Preparation
      • Personal income tax preparation & e-file
      • Year-end books/tax adjustments
      • Tax due date monitoring
      • Tax alerts
      • Tax planning
      • Annual tax projections
      • Advice
      • Prepare annual financial statements
      • Annual budget report if applicable
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Includes BOSS™ Basic plus:
  • Accounting services - Quarterly
  • Payroll services
  • 15 employees or less
  • Benefit tracking
  • Retirement Plan/Garnishment Remittance
  • Tax Preparation
  • Business income tax preparation & e-file
  • Property Tax/Business Previlege Taxes
  • Quarterly books/tax adjustments
  • Response to IRS notices/correspondence
  • Tax planning
  • Quarterly tax projections
  • Quarterly tax strategy analysis & discovery
  • Advice
  • Quarterly business growth & advisory meetings
  • Quarterly financial dashboard
  • Quarterlyl budget report if applicable
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Includes BOSS™ Standard plus:
  • Accounting services - Monthly
  • Receipt management & accounts payable
  • Process bills and vendor payments
  • Payroll services
  • Under 50 employees
  • Quarterly track expense reimbursement reports
  • Tax Preparation
  • Monthly books/tax adjustments
  • Advice
  • Quarterly business growth & advisory meetings
  • Monthly financial dashboard
  • Monthly QuickBooks online ongoing education
  • Monthlyl budget report if applicable
  • VIP Perks
  • Annual reasonable compensation calculations
  • Unlimited Support
  • VIP Emergency Access
  • IRS Audit Representation