Solutions

Moving Businesses Forward with Simplified Solutions


BOSS™

Your Back-Office Support System

The all-inclusive solution that offers small businesses relief from the day-

to-day accounting hassles while providing 24/7 access to financial data. We pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns, and supply valuable financial and tax advice throughout the year.

Business Consulting

Build a Solid Foundation for Your Business

To truly control your business, you need solutions that address the unique needs of your business. Our team delivers the knowledge and expert guidance required to successfully navigate all the phases of business ownership from starting up a new entity, to succession planning and retirement. Our comprehensive coverage addresses systems, litigation, valuation, educational planning, retirement planning, and trustee and executor services. We also specialize in expert knowledge and training with QuickBooks software.

Personal Financial Planning

Secure Your Financial Future with a Personalized Plan 

As your financial situation evolves and increases in complexity, the expertise and guidance from an experienced and knowledgeable financial partner is an invaluable resource. Our team creates a financial roadmap to help you succeed in meeting your unique financial goals. Based on your individual financial picture, we’ll recommend customized strategies and provide tools and advice, enabling you to spend less time and energy on your finances and more on the things that matter to you.

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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