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Client Accounting Services

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. With our Back Office Support Service (Boss™) our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Choose the solution that is right for your business:

BOSS™

Accounting

Includes:

  • Bookkeeping services – monthly after the fact data entry
  • Asset accounting
  • General business consulting - as requested
  • Annual financial statement reporting
  • Annual tax planning meeting
  • Tax preparation

BOSS™

Advisor

Includes:

  • Bookkeeping services - weekly
  • Asset accounting
  • Accounting for loans, leases and lines of credit
  • General business consulting - as requested
  • Annual financial statement reporting
  • Annual tax planning meeting
  • Tax preparation
  • Sales tax return
  • Personal tangible tax return
  • Payroll consulting

BOSS™

Tax

Includes:

  • Annual bookkeeping services / write-up
  • Business tax preparation

Full-service payroll can be added to any package.

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