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BOSS™

Offering a robust line of products

to meet your personal and business needs

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business. 

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Your back office support system

Foraker

Package

Includes:

Account reconciliation - monthly

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • After the fact data entry
  • 1099 preparation

Payroll services

  • 3 employees or less
  • Salary or hourly
  • Payment of taxes
  • Preparation of quarterly forms
  • Preparation of yearly W2s

Tax

  • Annual tax planning

Advice

  • Prepare quarterly financial statements
  • Annual business consulting
  • Annual budget report if applicable

* The Foraker Package starts at $300.00 (additional fees may apply)

St. Elias

Package

Includes BOSS™ Foraker Package plus:

Account reconciliation - weekly

  • Dedicated client service team

Payroll services

  • 15 employees or less
  • Benefit tracking
  • All types of payments - commissions, hourly, salary, etc.
  • Pension remittance
  • Garnishment remittance
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records

Software/technology

  • Receipt Bank
  • Bill.com
  • QBO
  • Mobile access employee paystubs

Tax

  • Tax return excluding personal

Advice

  • Quarterly client manger meeting
  • Quarterly budget reports if applicable

* The St. Elias Package starts at $600.00 (additional fees may apply)

Denali

Package

Includes BOSS™ St. Elias Package plus:

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and missing receipts
  • Process employee expense reimbursement reports
  • Provide digital access to paid bills
  • Project or location tracking

Payroll services

  • Under 50 employees

Tax

  • Audit protection - LLC 1065, 1120, 1120s, tax return

Advice

  • Monthly client manager meeting
  • Monthly financial statements
  • Monthly budget reports if applicable

*The Denali Package starts at $1,000.00 (additional fees may apply)