August 1, 2016

Our Solutions

BOSS™ – BACK OFFICE SUPPORT SYSTEM

 
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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-2’s
Pension Remittance
Accounts Payable
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099’s 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

QUICKBOOKS CONSULTING

Let Us Set Up—or Clean Up—Your QuickBooks
We offer a variety of QuickBooks consulting services customized to fit your specific needs, including basic installation services, employee training, and QuickBooks tune-ups.

TAX PLANNING AND PREPARATION

Integrated Tax Planning with an Eye on Your Total Financial Picture
We provide one-on-one tax consulting to support your unique personal and business needs—developing a custom, tax-saving plan tailored to your specific circumstances.

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