BOSS™ - Back Office Support System
Your BOSS Accounting Team-just like your Internal Accounting Department (Only Better!)
Need a great team to handle the daily accounting hassles that distract you from the work you need to be doing? BOSS is an all-inclusive solution that handles your small business’ everyday accounting functions while offering 24/7 access to your financial data.
With BOSS, we act like your internal accounting department, only better! You get the benefit of a highly trained team that you don’t have to supervisor, train, or worry about what happens when they go on vacation or have a sick child at home. We have backups and redundancies already in place as each team gets two people from the start. On our team, each client is assigned 2-3 teammates based on your needs. Your team starts with our staff accountants (your bookkeeper). Our staff accountants are your primary point of contact for all of your daily needs such as paying bills, keeping up with your check books, and projecting cash flow. Next, we assign one our accounting managers (either a CPA or EA) who acts as your controller. They are responsible for the timely delivering and understanding of your financials. They prepare all tax returns that are required, and meet with you on a regular basis to make sure you know where you stand at all times for both tax planning but also measuring your financials against your budget or plan. Goal setting is an important part of this role as we want to be a valuable team mate on your team to help you and your business meet your goals, whatever they may be. Lastly, we assign you to our payroll specialist. The payroll specialists are responsible for all things payroll. From making sure your employees have paychecks on payday, to paying all of your payroll tax deposits and filing all of your payroll tax returns on time, every time!
These teammates will record deposits, pay bills, prepare your payroll and payroll tax returns, produce W-2 and 1099 forms, prepare tax returns, furnish financial statements, and provide your business with business planning, cash flow planning, and tax advice all year long. All BOSS activity, including both communications and document transmission, is performed online and in real-time using a secure, state-of-the-art SaaS platform.
It’s easy to get started with BOSS. You tell us your most pressing needs, and we determine how to best integrate the BOSS system. We setup the BOSS system to best fit your current needs as well as follow along with both the best practices we have developed along with customizing for your specific business. The training process is also simple: We educate your internal point of contact on how to access the BOSS system from our website and how to provide our staff members with the daily information the system requires.