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Financial freedom? Yes…you can!

Comprehensive Financial & Tax Management Needs for Businesses & Individuals

Our Back Office Support System for business.

 

BOSS - Back Office Support System

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 firm. We handle the accounting so you can put your focus back on your business. We offer BOSS at three levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.

 

  BossComplete_R1-01 BossComplete_R1-02 BossComplete_R1-02
 General Ledger      
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
       
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
       
Accounts payable      
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099s for contractors
Provide digital access to paid bills
       
Tax      
Tax preparation
       
Coaching      
Prepare monthly financial statements
Prepare monthly budget reports
Review pension compliance
Review other employee deductions for compliance
Tax planning
General business consulting
Quarterly video conference to review key performance measures

Tax Planning and Preparation

We have extensive tax advisory experience serving businesses of all types, individuals, and estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. Our tax specialists work closely with you to help you take advantage of tax-saving opportunities that preserve your bottom line and personal wealth.

Services:

  • Tax planning and forecasting—We analyze your individual and business situation to achieve your lowest effective tax rate. We also work with you to effectively plan for your long-term future and the future of your beneficiaries, as well as assist with business succession planning.
  • Tax return preparation—We provide timely, accurate services for individuals, sole proprietorships, businesses, partnerships and corporations.
  • IRS representation—We are licensed to practice before the Internal Revenue Service and state and local taxing authorities.

Payroll

Our payroll services are both cost- and time-effective. If we’re managing this function, there’s no need for a payroll specialist on staff, and there is no need to maintain your own payroll system. Easily email or upload your payroll information via a secure portal and our payroll experts process the data and deliver services online. Your employees will enjoy secure online access to their pay stub information and W-2s.

Services:

  • Direct deposit and payroll check printing
  • Compliance, such as tax payments and payroll reporting
  • W-2, W-3 and 1099 processing
  • Employee self-service—employees receive a personal, secure web portal to store W-4, W-2 and payroll stub information
  • Employer self-service—employer receives a secure web portal to manage payroll information and reports as well as access to time entry

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