BOSS™ – Back Office Support System

BOSS is the all-inclusive solution for your small business, offering relief from the day-to-day accounting tasks while providing 24/7 access to financial data. We pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare 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



With our expert knowledge of the QuickBooks platform, we help your organization increase productivity and generate more complete income and expense information, allowing you to access the accurate information you need to make strategic decisions.


Tax Planning & Preparation

Guiding our clients through a full range of tax planning and preparation decisions, we deliver strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.



Financial Statements

Our team carefully analyzes your internal controls and the information underlying your financial statements producing a well documented opinion as to whether your financial statements are fairly presented in conformity with generally accepted accounting principles. Additionally, we ensure the highest level of assurance to third parties, and perform audits to ascertain the validity of your information, reviews to ensure the integrity of your data, and compilations to make necessary adjustments to accounting records.


Business Advisory & Financial Planning

We provide continuous leadership and support as we work together to achieve your business and financial goals. We supply you with the necessary tools and focused financial expertise to help accomplish your objectives and secure your financial future.


Estate & Trusts Planning

We help you navigate the complex and shifting tax laws to facilitate an orderly transfer of assets and minimize the tax liability of your beneficiaries. Our thorough and careful planning ensure that your loved ones are spared unnecessary complications during their time of loss.