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Local experts providing comprehensive services

to meet your personal & business needs

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. With our online platform, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Your back office support system

BOSS™ Basic


Account reconciliation

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


  • Prepare monthly financial statements
  • Tax planning
  • General business consulting


  • Prepare 1099s
  • Sales Tax Returns
BOSS™ Standard

Includes BOSS™ Basic and:


  • 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
  • 3rd Party payment remittance
BOSS™ Complete

Includes BOSS™ Standard and:


  • Process bills and payments
  • Track quarterly estimated payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Provide digital access to paid bills
  • Quarterly video conference to review key performance measures