BOSS™ (Back Office Support System) is an all-inclusive solution that offers small businesses complete relief from day-to-day accounting hassles, while providing 24/7 access to financial data—all for an affordable fixed fee. We will pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2’s, prepare tax returns and supply valuable financial and tax advice throughout the year.
Set-up and training couldn’t be simpler. You define your immediate needs and we assess how the BOSS system can be integrated to suit your requirements. We work with you locally to train your company’s designated point of contact on the process of providing our staff with daily information to keep the BOSS system up-to-date, and show you how you can access the system directly from our website.
|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||—||✓|
|Prepare 1099's for contractors||—||✓|
|Provide digital access to paid bills||—||✓|
|Prepare monthly financial statements||—||✓|
|Prepare monthly budget reports||—||✓|
|Review other employee deductions for compliance||—||✓|
|General business consulting||✓||✓|
|Quarterly video conference to review key performance measures||As Requested||As Requested|
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
"As a lifelong Alaskan who has been involved in the financial services industry for over 36 years, I have had the pleasure of not only being a client of Rulien + Associates, but have referred a number of clients to them for assistance on tax, financing, bonding, business succession and estate planning needs. Rulien + Associates was founded on two primary principals, integrity and providing the highest levels of customer service..."read more
"It has been my good fortune to have enlisted the services of Rulien + Associates for the past several years. They have provided me with expert guidance and timely help in tax preparation, estate and tax planning, family trusts, property sales, and retirement preparation. I am indebted to them for their assistance and for the sense of security I now enjoy."read more
"Making the switch to Rulien + Associates, LLC was the best and easiest business decision I have made. They are at the top of their game and always working to help me reach my business goals. They treat clients like family and are always just a phone call away to offer guidance. They take care of all my business needs from financial statements, payroll, bookkeeping, and year-end taxes. Regardless of the size of your business, they treat all clients with respect and outstanding service."read more
"We switched to Rulien + Associates five years ago and have never looked back. They manage all of our accounting related needs for our four restaurants. They’ve always been great about explaining complex topics in ways that we can understand and a result, we are much more accounting savvy. Their billing is extremely fair and we get great value for our money because our accountant is fast and thorough. We enjoy and look forward to our meetings with them and trust their advice! We recommend Rulien to anyone looking for experienced and capable accountants."read more
This employee spotlight features our Client Accounting Manager, Margie Shultz. She joined the Rulien + Associates team in 2014, and enjoys assisting Rulien’s clients with all of their tax and accounting needs. Margie has a Bachelor’s
degree in Accounting and a Master of Business Administration with an emphasis in Accounting from Pittsburg State University. After completing her degrees, Margie returned to her native home in Eagle River, Alaska, where she enjoys cooking, traveling, reading and spending time with her son Gage. Enjoy the following Q&A, and get to know Margie a little better.
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: