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Bookkeeping

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Get back to your passion—your business—and leave the bookkeeping to us

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Experience the difference...When you work with a small accounting firm, you get the level of personalized support you deserve. We serve as a dedicated partner—with you from launch to succession. We can handle it all for you, including:

  • Bookkeeping and payroll—We keep your books clean and accurate, handling daily transaction classification and expense tracking as well as seamlessly integrating payroll.
  • Bill paying and invoicing—We handle daily bill paying and invoice activity while keeping you apprised of your cash flow.
  • Business tax planning and preparation—Ensure compliance by having our experts prepare and file your tax returns and receive expert planning along the way.
  • Reporting and advice—Via regular monitoring of key performance indicators and trends, we’ll keep you informed of your financial health and offer sound advice for business growth and sustainability.

MEET BOSS—Your back office support system

Includes:

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

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

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