QuickBooks Online (QBO) is the solution of choice to handle your day-to-day accounting and bookkeeping needs. Our team relies on QBO to organize and analyze your data—and provide deep insight into your financial position. Let QuickBooks Online be the engine that powers your success.
BOSS™ is our all-inclusive solution that allows you to hand over your complex, time-consuming accounting work to our team. We serve as your "internal" accounting department, handling everything from paying bills, filing returns, producing financial statements and much more. Even better, with BOSS you get a year-round advisor to guide you toward financial success.
Review the levels below and contact us to determine which is best for you.
|Reconcile bank accounts||✓||✓|
|Reconcile electronic transactions into QuickBooks||✓||✓|
|Reconcile credit card accounts||✓||✓|
|Submit payroll taxes to agencies||✓||✓|
|Prepare payroll tax returns||✓||✓|
|Provide employee access to electronic paystubs||✓||✓|
|Provide employer access to electronic pay records||✓||✓|
|Process bills and vendor payments||—||✓|
|Track credit card expenses and receipts||—||✓|
|Process employee expense reports||—||✓|
|Provide digital access to paid bills||—||✓|
|Prepare quarterly financial statements||✓||✓|
|Prepare monthly budget reports||✓||✓|
|Review pension compliance||✓||✓|
|Review other employee deductions for compliance||✓||✓|
|Company Goal Progress Checkups||✓||✓|
|Quarterly video conference to review key performance measures||✓||✓|
Let our tax experts put a strategic plan in place to help mitigate your tax burden. Tax work is a year-round effort—requiring concentrated planning throughout the year to ensure you are in a good position at tax time. Allow us to develop a tax plan that works for your unique needs, as well as handle tax preparation for you.
A well-designed succession plan is critical in the evolution of a business, whether that is from one generation to the next in a family-owned business or in the future sale of the business. There are many considerations involved in finding the right succession plan for your situation, including your vision for retirement, the value of your business, potential successors or buyers, exit strategy, and the timeline in which you are wanting to complete the process.
Our expert team will meet with you to understand your personal situation, and then we will work to craft a succession plan that addresses your specific needs and future objectives.
To impact the lives of all those we touch so they discover their greatest potential.
We provide added value to our clients by offering QuickBooks and TSheets expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.
QuickBooks Online is the engine that powers financial insight. We rely on QBO to organize and analyze your data in order to provide you with deep insight into your financial position. Let QuickBooks Online be the engine that powers your success.
These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.
As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!