Migrating to New Client Portal - Existing Clients

Migrating to New Client Portal


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.

Choose the solution that is right for your business:



  • Prepare payroll
  • Submit payroll tax payments to agencies
  • Prepare and submit payroll tax returns
  • Report new hires
  • Verify social security numbers
  • Provide employee access to electronic paystubs and W-2s
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Retirement remittance

Includes BOSS™ Basic plus:

General Ledger

  • Reconcile electronic transactions into QuickBooks®
  • Reconcile bank accounts
  • Reconcile credit card accounts


  • Sales tax return
  • Tax return preparation
  • Mercantile/business privilege tax return preparation


  • Prepare monthly financial statements
  • Tax planning
  • Tailored business consulting
  • Quarterly video conference to review key performace measures

Includes BOSS™ Standard plus:

Accounts Payable

  • Receive/administer vendor bills for online approval
  • Process bills and vendor payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for non-employee compensation
  • Provide electronic access to paid bills
  • Monitor cash flow