BOSS™
Offering a robust line of products to meet your personal and business needs
Select a product
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 - via our preferred provider
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
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
Advice
- Monthly client manager meeting
- Monthly financial statements
- Monthly budget reports if applicable
Tax
- Audit protection - LLC 1065, 1120, 1120s, tax return
*The Denali Package starts at $1,000.00 (additional fees may apply)