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Bookkeeping

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Get back to your passion and leave the bookkeeping to us

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.
  • Reporting and consulting— Via regular monitoring of key performance indicators and trends, we’ll keep you informed of your financial health and offer sound consulting for business growth and sustainability.

Your back office support system

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts

Consulting

  • Review with you monthly financial statements
  • Review monthly budget reports
  • Tax planning
  • General business consulting

Tax

  • Tax preparation
  • Business tax planning and review

Includes BOSS™ Basic plus:

Payroll

  • Process payroll
  • Submit payroll taxes to agencies
  • Process 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 process key performance measures