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Apps

Select online apps from the list at the right. You’ll find everything you need to conduct business with us.

Atlantic Payroll
Payroll Login

isolved People Cloud
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Onvio Client Center
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BOSS™ Accounting Software Login

QuickBooks Online
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BOSS™ Accounting Software Login

QuickBooks Desktop
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BOSS™ Accounts Payable Documents Login

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Video Conferencing

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BOSS: Outsourced Accounting Services

It’s like having an internal accounting department for your small business.

Get Started

For an affordable monthly fixed fee, we handle your accounting tasks, including bill payments, checkbook balancing, monthly reports, and more while providing helpful financial insights along the way. 

How Our BOSS Program Works

Everything is managed through our advanced web-based platform, giving you seamless, hassle-free access to your financials.

Step 1: Assessment & Setup

We start by discussing your accounting needs. Once we understand them, we’ll tell you what information we need to handle your accounting.

Step 2: Training & Onboarding

Before getting started, we’ll work with you to choose a main contact in your office. We’ll train them on how to send us the financial details we need and how to use the BOSS tools on our website.

Step 3: Ongoing Processing & Support

Our job isn’t complete until you fully understand your financial status and what you need to do to succeed. We go beyond the numbers to provide you with insight and sound advice you require… all year round.

Bi-weekly Tasks

  • Bill processing and payment

Monthly Tasks

  • Preparation and filing of sales/meals/occupancy taxes
  • Bank, Credit Card, POS and transaction reconciliation

Annual Tasks

  • Preparation of 1099s
  • Preparation of annual reports
  • Preparation of business tax returns

Ongoing Support

  • We review your financial data year-round to ensure you always have a clear picture of your financial standing.
  • Our team is available for questions, guidance, and adjustments as needed.
Pricing

Choose Your Package

1
The Bookkeeper

Monthly close by the 17th

Starting at
$1,075
/month
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The Advisor

Monthly close by the 20th

Starting at
$1,325
/month
Book a Call
The CFO

Monthly close by the 23rd

Starting at
$1,825
/month
Book a Call
1
1
1
Account Reconciliation
Reconcile Bank Accounts
Reconcile Credit Card Accounts
Record/Reconcile Account in QBO
Reconcile POS to QBO
Income Tax Preparation
Sales/Meals/Occupancy Tax Preparation
Form 1099/1096 Preparation
Annual Report Preparation
Quickbooks Coaching & Support
Meetings

One Tax Planning Meeting in the 4th Quarter

Semi Annual Tax Strategy Meeting

Monthly Advisory Meetings

  • Includes setting, monitoring & achieving your goals

Quarterly Business Strategy Meetings

  • Setting, monitoring & achieving your goals
  • Tax Planning & Projection
  • Business Strategy
Financial Statements Prepared

Quarterly

Monthly

Monthly

Comparative Reports

Balance Sheets

Profit & Loss Statement

Balance Sheets

Profit & Loss Statement

Trending Monthly Reports

Balance Sheets

Profit & Loss Statement

Cash Flow Statement

Budget v. Actual Profit & Loss Statement
Profit & Loss Statement by Revenue Centers
KPI Reports

Top 5 Key Drivers of Your Business

Key Drivers of Your Business Sheets

Volume & Stats Reports of Key Metrics

Payroll Services
Bill Processing & Payment
Client Invoicing

Ready to Learn More?

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