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Running your business is a full-time job,
bookkeeping is ours.

With us, it's personal

We are a small business serving small businesses. Our experts care about your business and will be there for the journey.

Daily bookkeeping and payroll

Daily transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.

Bill pay and invoicing

We make outgoing payments on time and seamlessly manage your cash flow.

Business tax planning and preparation

We plan, prepare and file your tax returns so you are always compliant.

Reporting and advice

We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.

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MEET BOSS™

Your back office support system

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Includes:
  • Bookkeeping
  • Regular Data entry (utilizing bank fee in QBO)
  • Reconcile bank accounts
  • Reconcile credit card accounts
  • Prepare monthly financial statements
  • General business consulting
  • Tax
  • Business tax preparation
  • Business tax planning
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Includes BOSS™ basic plus:
  • Payroll
  • Prepare payroll
  • Prepare payroll tax returns
  • Submit payroll taxes to agencies
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Pension & Garnishment remittance
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Includes BOSS™ (basic + payroll) plus:
  • Bookkeeping
  • Weekly Data entry (utilizing bank fee in QBO)
  • Weekly processing of bills & payments
  • Digital access to bills, expenses, and receipts
  • Advice
  • Advanced business consulting
  • Business specific performance reporting
  • Quarterly video conference to review KPIs