BOSS: Outsourced Accounting Services

Local Outsourced Accounting Services—it’s like having an internal accounting department for your small business.

For an affordable monthly fixed fee, we provide Outsourced Accounting Services and handle all of your business accounting tasks. That includes paying bills, balancing your checkbook, preparing monthly reports, and more, all while providing excellent client support 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 with our Business Foundation program.

Outsourced Accounting Services

Step 1: Assessment & Setup

We start by discussing your accounting needs. With our outsourced accounting services, once we understand them, we’ll tell you what information we need to handle your accounting.

Step 2: Training & Onboarding

Before getting started, with our outsourced accounting services, 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.

Cape Cod Outsourced Accounting Services
Local Outsourced Accounting Services

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. With our outsourced accounting services, Steven M. Ellard, CPA goes beyond the numbers to provide you with the insight and sound advice you require… all year round.

Bi-weekly Tasks

Monthly Tasks

Annual Tasks

Ongoing Support

Pricing

Choose Your Package

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The Bookkeeper

Monthly close by the 23rd

Starting at
$1,075
/month
The Advisor

Monthly close by the 20th

Starting at
$1,325
/month
The CFO

Monthly close by the 17th

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

One Tax Planning Meeting in the 4th Quarter

Semi Annual Tax Strategy Meeting

Quarterly Business Strategy Meetings

Monthly Advisory Meetings

Financial Statements Prepared

Quarterly

Monthly

Monthly

Comparative Reports
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Balance Sheets

Profit & Loss Statement

Balance Sheets

Profit & Loss Statement

Trending Monthly Reports
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Balance Sheets

Profit & Loss Statement

Cash Flow Statement

Budget v. Actual Profit & Loss Statement
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Profit & Loss Statement by Revenue Centers
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KPI Reports
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Top 5 Key Drivers of Your Business

Key Drivers of Your Business

Volume & Stats Reports of Key Metrics

Payroll Services
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Bill Processing & Payment
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Client Invoicing
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Ready to Learn More?