BOSS™— Back Office Support System
Get out of the back office and back to your customers

BOSS™ is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to your financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, process tax returns, and supply valuable financial and tax advice throughout the year.

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General Ledger
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
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
Pension Remittance
Accounts Payable
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099s for contractors
Provide digital access to paid bills
Tax preparation
Prepare monthly financial statements
Prepare monthly budget reports
Review pension compliance
Review other employee deductions for compliance
Tax planning
General business consulting
Quarterly video conference to review key performance measures


Your Personal Financial Assistant

iBOSS™ is our all-inclusive personal financial assistant package. For an affordable, monthly fixed fee, we take care of your personal accounting tasks—paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. All activity happens online through our advanced web-based and mobile platforms for ultimate convenience. iBOSS gives you peace of mind that all of your personal accounting needs are managed by your trusted advisor.

Download our iBOSS™ Fact Sheet

Business Valuation Services

We offer full-service business valuations and financial advisory services including corporate valuation, gift, estate, and income tax valuation, buy-sell agreement valuation, financial reporting valuation, and litigation and expert testimony consulting. In addition, we can also assist with transaction-related needs, including M&A advisory, fairness opinions, and strategic alternatives assessment.

Litigation Support

Our litigation support ranges from counseling to providing expert witness testimony. We have assisted attorneys in cases involving wrongful termination, wrongful death, derivative actions, professional liability, valuing interests in business entities and criminal theft.

Tax Preparation & Planning

Mitigating your tax burden is always a core goal. Whether you’re a sole proprietor or operate a multi-tiered corporation or partnership, we are committed to reducing your tax liability by providing you with quality, up-to-date tax return preparation and advice.

QuickBooks™ Online

No matter where your business takes you, QuickBooks Online goes with you. From convenient access to the height of data security, this is the ideal solution for your day-to-day bookkeeping needs. QuickBooks Online allows you to organize and access your business finances and critical data all in one place so you can quickly find what you need anytime and anywhere with just an internet connection.