Running your business is a full-time job,
bookkeeping is ours.

With us, it's personal

We are a small business serving small businesses. Our experts care about your business and will be there for the journey.

Daily bookkeeping and payroll

Daily transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.

Bill pay and invoicing

We make outgoing payments on time and seamlessly manage your cash flow.

Business tax planning and preparation

We plan, prepare and file your tax returns so you are always compliant.

Reporting and advice

We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.

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BOSS™

Your back office support system

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Includes:
  • Acccount Reconciliation
  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Reports
  • Prepare monthly financial statements
  • Tax
  • Forms 1099 preparation
  • Sales Tax preparation
  • Income Tax preparation
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Includes Basic plus:
  • Payroll
  • 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
  • Garnishment Remittance
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Includes Standard plus:
  • Bookkeeping
  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare monthly budget reports
  • Provide digital access to paid bills
  • Advice
  • Monthly phone call to review cash flow projections
  • Quarterly meeting or video conference to review key performance measures
  • Tax planning
  • General business consulting